LCSMX vs. LCILX
Compare and contrast key facts about Martin Currie SMA-Shares Series EM Fund (LCSMX) and ClearBridge Sustainability Leaders Fund (LCILX).
LCSMX is managed by Legg Mason. It was launched on Jan 9, 2018. LCILX is managed by Legg Mason. It was launched on Mar 31, 2015.
Performance
LCSMX vs. LCILX - Performance Comparison
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LCSMX vs. LCILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LCSMX Martin Currie SMA-Shares Series EM Fund | 9.17% | 51.52% | -13.60% | 16.26% | -27.25% | 4.73% | 35.72% | 6.81% | 1.42% |
LCILX ClearBridge Sustainability Leaders Fund | -5.98% | 10.49% | 14.36% | 16.68% | -20.85% | 24.76% | 35.82% | 37.85% | -4.93% |
Returns By Period
In the year-to-date period, LCSMX achieves a 9.17% return, which is significantly higher than LCILX's -5.98% return.
LCSMX
- 1D
- -1.38%
- 1M
- -14.64%
- YTD
- 9.17%
- 6M
- 25.14%
- 1Y
- 60.99%
- 3Y*
- 16.35%
- 5Y*
- 4.66%
- 10Y*
- —
LCILX
- 1D
- -0.15%
- 1M
- -7.96%
- YTD
- -5.98%
- 6M
- -5.56%
- 1Y
- 10.92%
- 3Y*
- 9.66%
- 5Y*
- 5.47%
- 10Y*
- 12.44%
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LCSMX vs. LCILX - Expense Ratio Comparison
LCSMX has a 0.00% expense ratio, which is lower than LCILX's 0.75% expense ratio.
Return for Risk
LCSMX vs. LCILX — Risk / Return Rank
LCSMX
LCILX
LCSMX vs. LCILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Martin Currie SMA-Shares Series EM Fund (LCSMX) and ClearBridge Sustainability Leaders Fund (LCILX). 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.
| LCSMX | LCILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.76 | 0.66 | +2.10 |
Sortino ratioReturn per unit of downside risk | 3.31 | 1.08 | +2.24 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.16 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 3.68 | 0.83 | +2.85 |
Martin ratioReturn relative to average drawdown | 15.56 | 3.80 | +11.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCSMX | LCILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.76 | 0.66 | +2.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.32 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Correlation
The correlation between LCSMX and LCILX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LCSMX vs. LCILX - Dividend Comparison
LCSMX's dividend yield for the trailing twelve months is around 0.91%, less than LCILX's 5.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LCSMX Martin Currie SMA-Shares Series EM Fund | 0.91% | 1.00% | 1.29% | 1.22% | 1.11% | 3.03% | 0.48% | 0.88% | 1.40% | 0.00% | 0.00% |
LCILX ClearBridge Sustainability Leaders Fund | 5.18% | 4.87% | 6.02% | 0.75% | 0.42% | 1.42% | 4.18% | 0.61% | 0.56% | 0.73% | 0.80% |
Drawdowns
LCSMX vs. LCILX - Drawdown Comparison
The maximum LCSMX drawdown since its inception was -39.72%, which is greater than LCILX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for LCSMX and LCILX.
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Drawdown Indicators
| LCSMX | LCILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.72% | -31.70% | -8.02% |
Max Drawdown (1Y)Largest decline over 1 year | -15.39% | -11.20% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -27.19% | -12.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.70% | — |
Current DrawdownCurrent decline from peak | -15.39% | -8.74% | -6.65% |
Average DrawdownAverage peak-to-trough decline | -13.97% | -5.36% | -8.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.44% | +1.20% |
Volatility
LCSMX vs. LCILX - Volatility Comparison
Martin Currie SMA-Shares Series EM Fund (LCSMX) has a higher volatility of 11.71% compared to ClearBridge Sustainability Leaders Fund (LCILX) at 4.24%. This indicates that LCSMX's price experiences larger fluctuations and is considered to be riskier than LCILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSMX | LCILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.71% | 4.24% | +7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 17.87% | 8.74% | +9.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.99% | 17.38% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 17.29% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.34% | 18.11% | +1.23% |