ClearBridge Select Fund (LCSSX)

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The chart shows the growth of an initial investment of $10,000 in ClearBridge Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

ClearBridge Select Fund (LCSSX) has returned -10.67% so far this year and 5.24% over the past 12 months. Looking at the last ten years, LCSSX has achieved an annualized return of 15.67%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 3, 2012, LCSSX's average daily return is +0.07%, while the average monthly return is +1.33%. At this rate, your investment would double in approximately 4.4 years.

Historically, 66% of months were positive and 34% 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, LCSSX 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%.

ClearBridge Select Fund has an annualized alpha of 2.64%, beta of 1.08, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since December 04, 2012.

• This fund captured 114.50% of S&P 500 Index gains and 100.67% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.64% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.08 and R² of 0.77, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

LCSSX has a high expense ratio of 0.99%, indicating above-average management fees.

LCSSX ranks 10 for risk / return — in the bottom 10% 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.

The table below present risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and compare them to a chosen benchmark (S&P 500 Index).

ClearBridge Select Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for ClearBridge Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the ClearBridge Select Fund. 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 was 43.46%, occurring on Oct 14, 2022. Recovery took 537 trading sessions.

The current ClearBridge Select Fund drawdown is 14.24%.

The chart below shows the rolling one-month volatility.