LCILX vs. ARMGX
Compare and contrast key facts about ClearBridge Sustainability Leaders Fund (LCILX) and Western Asset Ultra-Short Income Fund (ARMGX).
LCILX is managed by Legg Mason. It was launched on Mar 31, 2015. ARMGX is managed by Legg Mason. It was launched on Jun 22, 1992.
Performance
LCILX vs. ARMGX - Performance Comparison
Loading graphics...
LCILX vs. ARMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCILX ClearBridge Sustainability Leaders Fund | -3.25% | 10.49% | 14.36% | 16.68% | -20.85% | 24.76% | 35.82% | 37.85% | -2.40% | 21.54% |
ARMGX Western Asset Ultra-Short Income Fund | 0.39% | 4.20% | 4.67% | 5.25% | -1.91% | 0.06% | 0.80% | 3.38% | 0.91% | 3.09% |
Returns By Period
In the year-to-date period, LCILX achieves a -3.25% return, which is significantly lower than ARMGX's 0.39% return. Over the past 10 years, LCILX has outperformed ARMGX with an annualized return of 12.77%, while ARMGX has yielded a comparatively lower 2.25% annualized return.
LCILX
- 1D
- 2.91%
- 1M
- -5.22%
- YTD
- -3.25%
- 6M
- -2.57%
- 1Y
- 13.86%
- 3Y*
- 10.72%
- 5Y*
- 5.80%
- 10Y*
- 12.77%
ARMGX
- 1D
- 0.11%
- 1M
- -0.22%
- YTD
- 0.39%
- 6M
- 1.41%
- 1Y
- 3.53%
- 3Y*
- 4.43%
- 5Y*
- 2.54%
- 10Y*
- 2.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LCILX vs. ARMGX - Expense Ratio Comparison
LCILX has a 0.75% expense ratio, which is lower than ARMGX's 1.32% expense ratio.
Return for Risk
LCILX vs. ARMGX — Risk / Return Rank
LCILX
ARMGX
LCILX vs. ARMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainability Leaders Fund (LCILX) and Western Asset Ultra-Short Income Fund (ARMGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LCILX | ARMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 3.01 | -2.20 |
Sortino ratioReturn per unit of downside risk | 1.29 | 6.38 | -5.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 2.39 | -1.20 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 7.09 | -5.78 |
Martin ratioReturn relative to average drawdown | 5.96 | 32.59 | -26.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LCILX | ARMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 3.01 | -2.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 2.06 | -1.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 1.40 | -0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 1.11 | -0.41 |
Correlation
The correlation between LCILX and ARMGX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LCILX vs. ARMGX - Dividend Comparison
LCILX's dividend yield for the trailing twelve months is around 5.03%, more than ARMGX's 2.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCILX ClearBridge Sustainability Leaders Fund | 5.03% | 4.87% | 6.02% | 0.75% | 0.42% | 1.42% | 4.18% | 0.61% | 0.56% | 0.73% | 0.80% | 0.00% |
ARMGX Western Asset Ultra-Short Income Fund | 2.81% | 3.00% | 2.43% | 2.23% | 1.37% | 0.17% | 1.45% | 2.32% | 1.92% | 1.37% | 0.96% | 0.48% |
Drawdowns
LCILX vs. ARMGX - Drawdown Comparison
The maximum LCILX drawdown since its inception was -31.70%, which is greater than ARMGX's maximum drawdown of -21.79%. Use the drawdown chart below to compare losses from any high point for LCILX and ARMGX.
Loading graphics...
Drawdown Indicators
| LCILX | ARMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -21.79% | -9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -0.55% | -10.65% |
Max Drawdown (5Y)Largest decline over 5 years | -27.19% | -3.23% | -23.96% |
Max Drawdown (10Y)Largest decline over 10 years | -31.70% | -9.09% | -22.61% |
Current DrawdownCurrent decline from peak | -6.09% | -0.22% | -5.87% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -1.54% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 0.12% | +2.35% |
Volatility
LCILX vs. ARMGX - Volatility Comparison
ClearBridge Sustainability Leaders Fund (LCILX) has a higher volatility of 5.35% compared to Western Asset Ultra-Short Income Fund (ARMGX) at 0.27%. This indicates that LCILX's price experiences larger fluctuations and is considered to be riskier than ARMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LCILX | ARMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 0.27% | +5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 0.84% | +8.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 1.22% | +16.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 1.24% | +16.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 1.61% | +16.52% |