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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ClearBridge Select Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
ClearBridge Select Fund Class A (LCLAX) has returned -10.74% so far this year and 4.90% over the past 12 months. Looking at the last ten years, LCLAX has achieved an annualized return of 15.27%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
ClearBridge Select Fund Class A
- 1D
- -0.68%
- 1M
- -8.34%
- YTD
- -10.74%
- 6M
- -12.89%
- 1Y
- 4.90%
- 3Y*
- 9.74%
- 5Y*
- 1.57%
- 10Y*
- 15.27%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 2014, LCLAX's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, your investment would double in approximately 5.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +17.8%, while the worst month was Mar 2020 at -15.9%. The longest winning streak lasted 22 consecutive months, and the longest losing streak was 8 months.
On a daily basis, LCLAX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -12.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.56% | -2.08% | -8.34% | -10.74% | |||||||||
| 2025 | 3.49% | -4.51% | -7.99% | 1.49% | 5.94% | 3.71% | 2.97% | 2.31% | 2.52% | -0.03% | -2.51% | 0.14% | 6.87% |
| 2024 | 0.95% | 5.13% | 2.31% | -7.38% | 2.82% | 3.16% | 1.71% | 2.30% | 2.72% | 0.85% | 10.80% | -4.91% | 21.13% |
| 2023 | 8.80% | -1.25% | 0.78% | -0.59% | 1.55% | 7.04% | 3.17% | -3.28% | -6.16% | -4.02% | 11.58% | 5.53% | 23.82% |
| 2022 | -12.08% | -3.42% | -1.03% | -10.88% | -5.34% | -8.46% | 10.25% | -4.05% | -9.80% | 7.66% | 4.52% | -4.24% | -33.28% |
| 2021 | 2.35% | 5.43% | -1.90% | 6.29% | -1.46% | 6.41% | 0.75% | 2.48% | -4.49% | 5.72% | -2.43% | -0.13% | 19.86% |
Benchmark Metrics
ClearBridge Select Fund Class A has an annualized alpha of 1.37%, beta of 1.08, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 03, 2014.
- This fund captured 112.73% of S&P 500 Index gains and 105.51% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.08 and R² of 0.78, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.37%
- Beta
- 1.08
- R²
- 0.78
- Upside Capture
- 112.73%
- Downside Capture
- 105.51%
Expense Ratio
LCLAX has a high expense ratio of 1.10%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LCLAX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ClearBridge Select Fund Class A (LCLAX) and compare them to a chosen benchmark (S&P 500 Index).
| LCLAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.90 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.39 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.40 | -1.21 |
Martin ratioReturn relative to average drawdown | 0.62 | 6.61 | -5.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LCLAX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
ClearBridge Select Fund Class A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $0.00 | $0.00 | $0.29 | $0.44 | $0.17 | $0.77 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.38% | 0.00% | 0.00% | 1.31% | 2.15% | 1.13% | 5.31% |
Monthly Dividends
The table displays the monthly dividend distributions for ClearBridge Select Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $1.82 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the ClearBridge Select Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ClearBridge Select Fund Class A was 43.64%, occurring on Oct 14, 2022. Recovery took 719 trading sessions.
The current ClearBridge Select Fund Class A drawdown is 14.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.64% | Nov 17, 2021 | 229 | Oct 14, 2022 | 719 | Aug 28, 2025 | 948 |
| -36.25% | Feb 20, 2020 | 23 | Mar 23, 2020 | 44 | May 26, 2020 | 67 |
| -29.4% | Jun 24, 2015 | 161 | Feb 11, 2016 | 230 | Jan 10, 2017 | 391 |
| -22.47% | Sep 14, 2018 | 70 | Dec 24, 2018 | 83 | Apr 25, 2019 | 153 |
| -17.36% | Mar 6, 2014 | 45 | May 8, 2014 | 128 | Nov 7, 2014 | 173 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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