LCSSX vs. BX

In the year-to-date period, LCSSX achieves a -4.81% return, which is significantly higher than BX's -17.89% return. Over the past 10 years, LCSSX has underperformed BX with an annualized return of 12.99%, while BX has yielded a comparatively higher 18.44% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and The Blackstone Group Inc. (BX). 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.

The current LCSSX Sharpe Ratio is 0.51, which is comparable to the BX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of LCSSX and BX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCSSX has not paid dividends to shareholders, while BX's dividend yield for the trailing twelve months is around 2.91%.

The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for LCSSX and BX. For additional features, visit the drawdowns tool.

The current volatility for ClearBridge Select Fund (LCSSX) is 7.36%, while The Blackstone Group Inc. (BX) has a volatility of 15.33%. This indicates that LCSSX experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.