Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACG (ClearBridge All Cap Growth) | NA | 28.86% | 4.26% | 12.65% | NA | NA | NA | … | … |
Data as of 06/14/2024, Common starting date is 05/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACG (ClearBridge All Cap Growth) | 05/04/2017 | 06/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 28.86 | 4.26 | 12.65 | NA | NA | NA | … | … | 13.36 | 42.84 | -34.48 | 18.43 | 28.45 | 29.84 | -3.39 | 12.34 |
| Sharpe Ratio | NA | 1.69 | 0.08 | 0.46 | NA | NA | NA | … | … | 1.83 | 2.43 | -1.15 | 1.19 | 0.82 | 2.09 | -0.26 | 2.27 |
| Standard Deviation(%) | NA | 14.80 | 22.08 | 23.81 | NA | NA | NA | … | … | 15.24 | 16.05 | 31.22 | 15.51 | 34.07 | 13.63 | 18.37 | 8.20 |
| Draw Down(%) | NA | 10.64 | 37.51 | 37.51 | NA | NA | NA | … | … | 7.27 | 10.64 | 36.13 | 7.63 | 31.12 | 8.63 | 20.15 | 3.77 |
| Yield(%) | 0.05 | 0.44 | 1.21 | 1.45 | 1.00 | 0.67 | 0.50 | … | … | 0.05 | 0.48 | 0.22 | 3.41 | 0.60 | 0.96 | 0.64 | 0.27 |
Data as of 06/14/2024, Common starting date is 05/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACG (ClearBridge All Cap Growth) |
-0.11%
Dec 2019 – Dec 2022 |
4.57%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACG (ClearBridge All Cap Growth) |
25.47%
Dec 2018 – Dec 2021 |
13.07%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart