RGSVX vs. LCILX
Compare and contrast key facts about ClearBridge Global Infrastructure Income Fund (RGSVX) and ClearBridge Sustainability Leaders Fund (LCILX).
RGSVX is managed by Legg Mason. It was launched on Mar 30, 2016. LCILX is managed by Legg Mason. It was launched on Mar 31, 2015.
Performance
RGSVX vs. LCILX - Performance Comparison
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RGSVX vs. LCILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGSVX ClearBridge Global Infrastructure Income Fund | 10.24% | 26.02% | 2.19% | 3.64% | -5.85% | 12.09% | 12.33% | 26.21% | -7.94% | 17.05% |
LCILX ClearBridge Sustainability Leaders Fund | -5.98% | 10.49% | 14.36% | 16.68% | -20.85% | 24.76% | 35.82% | 37.85% | -2.40% | 20.60% |
Returns By Period
In the year-to-date period, RGSVX achieves a 10.24% return, which is significantly higher than LCILX's -5.98% return.
RGSVX
- 1D
- 0.54%
- 1M
- -4.19%
- YTD
- 10.24%
- 6M
- 14.64%
- 1Y
- 27.26%
- 3Y*
- 12.93%
- 5Y*
- 9.61%
- 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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RGSVX vs. LCILX - Expense Ratio Comparison
RGSVX has a 0.89% expense ratio, which is higher than LCILX's 0.75% expense ratio.
Return for Risk
RGSVX vs. LCILX — Risk / Return Rank
RGSVX
LCILX
RGSVX vs. LCILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Global Infrastructure Income Fund (RGSVX) 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.
| RGSVX | LCILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 0.66 | +1.54 |
Sortino ratioReturn per unit of downside risk | 2.78 | 1.08 | +1.70 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.16 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 3.48 | 0.83 | +2.66 |
Martin ratioReturn relative to average drawdown | 14.88 | 3.80 | +11.08 |
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
| RGSVX | LCILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.66 | +1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.32 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.68 | -0.05 |
Correlation
The correlation between RGSVX 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
RGSVX vs. LCILX - Dividend Comparison
RGSVX's dividend yield for the trailing twelve months is around 2.15%, less than LCILX's 5.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RGSVX ClearBridge Global Infrastructure Income Fund | 2.15% | 3.00% | 4.04% | 4.78% | 4.90% | 4.65% | 3.79% | 2.99% | 2.79% | 2.20% | 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
RGSVX vs. LCILX - Drawdown Comparison
The maximum RGSVX drawdown since its inception was -35.19%, which is greater than LCILX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for RGSVX and LCILX.
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Drawdown Indicators
| RGSVX | LCILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.19% | -31.70% | -3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -11.20% | +3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -27.19% | +2.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.70% | — |
Current DrawdownCurrent decline from peak | -4.19% | -8.74% | +4.55% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -5.36% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 2.44% | -0.53% |
Volatility
RGSVX vs. LCILX - Volatility Comparison
ClearBridge Global Infrastructure Income Fund (RGSVX) has a higher volatility of 4.82% compared to ClearBridge Sustainability Leaders Fund (LCILX) at 4.24%. This indicates that RGSVX'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
| RGSVX | LCILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.24% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.71% | 8.74% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 17.38% | -4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 17.29% | -3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 18.11% | -2.46% |