LCSSX vs. IMCG
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCSSX or IMCG.
Key characteristics
| LCSSX | IMCG | |
|---|---|---|
| YTD Return | 25.36% | 22.89% |
| 1Y Return | 41.13% | 40.03% |
| 3Y Return (Ann) | -1.81% | 2.24% |
| 5Y Return (Ann) | 15.33% | 14.33% |
| 10Y Return (Ann) | 13.78% | 12.44% |
| Sharpe Ratio | 2.73 | 2.89 |
| Sortino Ratio | 3.59 | 3.94 |
| Omega Ratio | 1.48 | 1.49 |
| Calmar Ratio | 1.31 | 1.71 |
| Martin Ratio | 14.92 | 15.41 |
| Ulcer Index | 2.92% | 2.72% |
| Daily Std Dev | 15.92% | 14.47% |
| Max Drawdown | -45.27% | -58.96% |
| Current Drawdown | -5.92% | 0.00% |
Correlation
The correlation between LCSSX and IMCG is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LCSSX vs. IMCG - Performance Comparison
In the year-to-date period, LCSSX achieves a 25.36% return, which is significantly higher than IMCG's 22.89% return. Over the past 10 years, LCSSX has outperformed IMCG with an annualized return of 13.78%, while IMCG has yielded a comparatively lower 12.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCSSX vs. IMCG - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Risk-Adjusted Performance
LCSSX vs. IMCG - Risk-Adjusted Performance Comparison
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.
Dividends
LCSSX vs. IMCG - Dividend Comparison
LCSSX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.77%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.67% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.77% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% | 0.60% | 0.36% |
Drawdowns
LCSSX vs. IMCG - Drawdown Comparison
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.
Volatility
LCSSX vs. IMCG - Volatility Comparison
ClearBridge Select Fund (LCSSX) has a higher volatility of 4.75% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 4.41%. This indicates that LCSSX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.