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ClearBridge Global Infrastructure Income Fund (RGSVX) Sharpe Ratio: 1.75

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

The investment seeks to provide income and capital appreciation. The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in securities issued by companies that are engaged in the infrastructure business and other investments with similar economic characteristics. It invests primarily in income paying equity and equity-related securities of exchange-traded infrastructure companies, which may include common stocks, preferred stocks, convertible stocks and other securities convertible into equity securities, publicly-traded units of MLPs, and securities of other investment companies, ETFs and REITs.

RGSVX's Sharpe Ratio of 1.75 indicates that for each unit of volatility, it generates 1.75 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 14, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

RGSVX Sharpe Ratio Rank

RGSVX Sharpe Ratio Rank: 61.762
Above Average

RGSVX ranks above 61.7% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

RGSVX Sharpe Ratio Market Positioning

The chart shows RGSVX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.05 or lower
  • Yellow zone (middle 50%): 1.05 to 1.93
  • Green zone (top 25%): 1.93 or higher
  • Top 1%: 3.85+
  • Median: 1.58 — half of all investments score higher

How it compares to other similar mutual funds

The table compares ClearBridge Global Infrastructure Income Fund's Sharpe Ratio with other mutual funds in the Energy Equities category across multiple time periods, showing how RGSVX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
MLOZXCohen & Steers MLP & Energy Opportunity Fund, Inc.3.40
RSNYXVictory Global Energy Transition Fund Class Y3.13
RSNRXVictory Global Energy Transition Fund2.94
EIPIXEIP Growth and Income Fund (NEW)2.40
IEYYXDelaware Ivy Energy Fund2.34
VGELXVanguard Energy Fund Admiral Shares2.29
VGENXVanguard Energy Opportunities Fund Investor Shares2.28
RMLPXRecurrent MLP & Infrastructure Fund2.27
ICPAXIntegrity Mid-North American Resources Fund2.25
FRNRXFranklin Natural Resources Fund2.23
RGSVXClearBridge Global Infrastructure Income Fund1.75

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows RGSVX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when RGSVX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does RGSVX fit in your portfolio?

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