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ClearBridge International Growth Fund (LMGTX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US5246865324

Inception Date

Apr 16, 1995

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

LMGTX has a high expense ratio of 1.80%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

ClearBridge International Growth Fund (LMGTX) returned 9.09% year-to-date (YTD) and 10.05% over the past 12 months. Over the past 10 years, LMGTX returned 6.03% annually, underperforming the S&P 500 benchmark at 10.46%.


LMGTX

YTD

9.09%

1M

8.55%

6M

5.97%

1Y

10.05%

5Y*

7.22%

10Y*

6.03%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of LMGTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.69%1.93%-3.01%4.34%0.07%9.09%
20240.96%4.17%2.39%-5.28%4.11%0.55%1.78%5.29%0.51%-5.35%1.37%-3.59%6.39%
20237.90%-3.44%5.66%2.15%-4.14%3.60%1.38%-4.39%-5.57%-2.63%9.03%4.28%13.17%
2022-8.49%-5.47%0.10%-7.55%0.26%-7.70%8.20%-6.89%-9.23%6.94%11.12%-3.14%-22.03%
2021-1.78%1.53%-3.44%4.23%2.86%-0.59%0.52%2.13%-5.42%4.12%-4.77%1.80%0.59%
2020-1.93%-6.37%-10.44%7.88%5.86%5.42%4.45%4.45%-0.59%-3.53%12.27%6.23%23.55%
20196.53%3.94%2.86%3.44%-3.99%6.91%-0.90%-0.32%0.35%2.76%1.60%3.87%30.01%
20186.51%-3.51%-0.49%0.73%2.64%-1.46%1.48%-0.83%-0.07%-9.33%1.05%-6.55%-10.28%
20174.55%0.55%3.66%3.65%5.10%1.36%4.03%2.56%1.71%2.19%1.04%0.20%35.09%
2016-7.50%-1.42%6.76%0.50%1.71%-4.08%5.08%-0.69%1.48%-2.59%-2.33%1.09%-2.79%
2015-2.51%5.76%-0.22%2.13%0.12%-2.65%0.93%-7.67%-4.32%8.27%-0.32%-1.77%-3.20%
2014-1.42%5.37%-1.82%-2.75%1.33%3.22%-1.50%3.43%-2.20%1.93%3.24%-2.17%6.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LMGTX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LMGTX is 6464
Overall Rank
The Sharpe Ratio Rank of LMGTX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of LMGTX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of LMGTX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of LMGTX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of LMGTX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for ClearBridge International Growth Fund (LMGTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

ClearBridge International Growth Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.57
  • 5-Year: 0.41
  • 10-Year: 0.35
  • All Time: 0.23

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of ClearBridge International Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

ClearBridge International Growth Fund provided a 0.50% dividend yield over the last twelve months, with an annual payout of $0.29 per share.


0.48%0.49%0.50%0.51%0.52%0.53%0.54%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$0.29$0.29$0.25

Dividend yield

0.50%0.54%0.48%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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$0.29$0.29
2023$0.25$0.25

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 International Growth 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 International Growth Fund was 72.99%, occurring on Nov 20, 2008. Recovery took 2208 trading sessions.

The current ClearBridge International Growth Fund drawdown is 3.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.99%Oct 30, 2007268Nov 20, 20082208Aug 31, 20172476
-52.45%Dec 14, 1999653Jul 25, 2002340Dec 1, 2003993
-37.16%Sep 8, 2021266Sep 27, 2022
-29.06%Jan 21, 202044Mar 23, 202072Jul 6, 2020116
-28.26%Jul 21, 199858Oct 8, 199857Dec 28, 1998115

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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