Find A Portfolio/Ticker
Comparison Box
LMOIX: CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS (MUTUAL FUND)
Basic Info 39.1 1.66(4.43%) May 12
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 06/17/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/14/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.1 | -1.4 | -0.4 | 1.4 | 2.2 | 5.7 | 9.0 | 7.6 | -2.2 | 8.7 | -28.5 | 1.4 | 35.1 | 25.9 | 4.2 | 25.5 | 6.2 | -4.4 | 3.8 | 45.7 | 19.5 | 1.1 | 25.9 | 43.1 | -39.4 |
| Sharpe Ratio | NA | -0.56 | -0.42 | -0.1 | -0.07 | 0.14 | NA | 0.26 | -0.42 | 0.23 | -0.89 | 0.06 | 0.91 | 1.51 | 0.14 | 1.97 | 0.31 | -0.26 | 0.21 | 3.21 | 1.14 | 0.03 | 1.26 | 1.49 | -1.24 |
| Draw Down(%) | NA | 26.2 | 31.1 | 31.1 | 48.8 | 48.8 | NA | 51.0 | 14.8 | 24.0 | 35.9 | 21.1 | 38.0 | 9.8 | 27.8 | 6.7 | 22.2 | 16.3 | 16.4 | 5.1 | 13.2 | 27.2 | 15.9 | 20.7 | 51.0 |
| Standard Deviation(%) | NA | 32.4 | 26.3 | 25.1 | 25.6 | 24.1 | NA | 24.7 | 21.1 | 19.8 | 33.8 | 23.4 | 38.1 | 16.2 | 20.8 | 12.6 | 19.7 | 17.2 | 17.8 | 14.2 | 17.2 | 30.4 | 20.4 | 28.9 | 59.4 |
| Treynor Ratio | NA | -0.18 | -0.11 | -0.03 | -0.02 | 0.03 | NA | 0.07 | -0.08 | 0.05 | -0.29 | 0.01 | 0.35 | 0.25 | 0.03 | 0.22 | 0.06 | -0.04 | 0.03 | 0.48 | 0.2 | 0.01 | 0.31 | 0.5 | -0.79 |
| Alpha | NA | 0.03 | -0.03 | -0.03 | -0.02 | -0.01 | NA | 0.0 | -0.07 | -0.04 | 0.0 | -0.01 | 0.0 | -0.02 | 0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.03 | 0.01 | 0.01 | 0.0 | 0.02 | -0.06 |
| Beta | NA | 0.98 | 1.01 | 1.0 | 1.0 | 1.01 | NA | 0.96 | 1.04 | 0.99 | 1.02 | 0.98 | 0.98 | 0.99 | 1.05 | 1.15 | 1.08 | 1.03 | 1.09 | 0.95 | 0.98 | 0.93 | 0.84 | 0.86 | 0.93 |
| RSquared | NA | 0.96 | 0.89 | 0.93 | 0.91 | 0.92 | NA | 0.94 | 0.85 | 0.94 | 0.98 | 0.78 | 0.95 | 0.93 | 0.95 | 0.89 | 0.92 | 0.92 | 0.92 | 0.92 | 0.95 | 0.98 | 0.97 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 | 5.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.1 | 13.1 | 4.0 | 3.0 | 1.1 | 3.7 | 3.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -43.6 | 301.4 | 42.0 | 145.9 | -69.6 | 51.0 | 77.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 3.71% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 3.62% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 3.77% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 2.58% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 2.54% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 3.77% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 3.74% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 2.55% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 3.61% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 2.45% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 3.43% (99%)
- IWO (iShares Russell 2000 Growth ETF) 3.79% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 3.09% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 3.90% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 3.86% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 3.10% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 2.53% (23%)
Latest Articles Related to LMOIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
