Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBGAX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A) | 4.90% | 6.66% | 13.27% | 4.81% | 11.61% | 11.32% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBGAX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A) | 09/15/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 6.66 | 13.27 | 4.81 | 11.61 | 11.32 | NA | … | … | 4.90 | 2.78 | 18.48 | 28.61 | -33.52 | 22.20 | 44.87 | 30.51 | -6.34 | 22.66 | 1.98 | 0.13 | 7.15 | 37.11 | 20.57 | 2.13 | 15.86 |
| Sharpe Ratio | NA | 0.36 | 0.53 | 0.08 | 0.44 | NA | NA | … | … | 0.51 | 0.00 | 0.85 | 1.40 | -1.00 | 1.15 | 1.21 | 1.85 | -0.39 | 2.26 | 0.10 | 0.01 | 0.48 | 2.74 | 1.21 | 0.07 | 5.48 |
| Standard Deviation(%) | NA | 17.07 | 20.24 | 23.61 | 22.79 | NA | NA | … | … | 20.19 | 24.66 | 17.38 | 18.01 | 34.97 | 19.36 | 36.61 | 15.67 | 19.86 | 9.79 | 17.43 | 16.31 | 14.99 | 13.53 | 17.12 | 30.72 | 11.67 |
| Draw Down(%) | NA | 14.33 | 26.83 | 41.74 | 41.74 | NA | NA | … | … | 13.15 | 26.83 | 11.09 | 15.57 | 38.27 | 11.20 | 36.00 | 8.83 | 22.99 | 4.71 | 18.80 | 13.55 | 10.88 | 7.80 | 13.85 | 29.03 | 2.27 |
| Yield(%) | 0.00 | 6.65 | 3.02 | 2.48 | 7.02 | 7.85 | 7.32 | … | … | 0.00 | 6.70 | 0.00 | 0.00 | 0.00 | 5.17 | 18.71 | 9.97 | 10.11 | 2.77 | 0.00 | 0.00 | 2.19 | 3.49 | 3.90 | 3.44 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGAX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A) |
-3.14%
Aug 2021 – Aug 2024 |
2.92%
Mar 2021 – Mar 2026 |
8.03%
Oct 2013 – Oct 2023 |
10.38%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGAX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A) |
32.20%
Dec 2018 – Dec 2021 |
23.64%
Oct 2016 – Oct 2021 |
18.80%
Sep 2011 – Sep 2021 |
12.37%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart