LCSSX vs. IMCG

In the year-to-date period, LCSSX achieves a 23.51% return, which is significantly higher than IMCG's 20.08% return. Over the past 10 years, LCSSX has outperformed IMCG with an annualized return of 13.40%, while IMCG has yielded a comparatively lower 12.01% annualized return.

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LCSSX has a 0.99% expense ratio, which is higher than IMCG's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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 1.45, which is comparable to the IMCG Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of LCSSX and IMCG, 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 IMCG's dividend yield for the trailing twelve months is around 0.77%.

The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for LCSSX and IMCG. For additional features, visit the drawdowns tool.

ClearBridge Select Fund (LCSSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG) have volatilities of 5.21% and 5.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.