LCSSX vs. KKR

In the year-to-date period, LCSSX achieves a -2.08% return, which is significantly higher than KKR's -17.65% return. Over the past 10 years, LCSSX has underperformed KKR with an annualized return of 13.08%, while KKR has yielded a comparatively higher 20.81% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and KKR & Co. Inc. (KKR). 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 0.66, which is higher than the KKR Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of LCSSX and KKR, 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 KKR's dividend yield for the trailing twelve months is around 0.58%.

The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum KKR drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for LCSSX and KKR.

The current volatility for ClearBridge Select Fund (LCSSX) is 5.33%, while KKR & Co. Inc. (KKR) has a volatility of 10.57%. This indicates that LCSSX experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.