Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBGCX (CLEARBRIDGE MID CAP GROWTH FUND CLASS C) | NA | -3.22% | 9.07% | -0.24% | 4.78% | 6.43% | NA | … | … |
Data as of 03/16/2026, Common starting date is 09/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBGCX (CLEARBRIDGE MID CAP GROWTH FUND CLASS C) | 09/01/2010 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.44 | -3.22 | 9.07 | -0.24 | 4.78 | 6.43 | NA | … | … | 3.84 | -0.79 | 35.99 | 19.71 | 1.37 | 19.67 |
| Sharpe Ratio | NA | 0.66 | 1.00 | NA | NA | NA | NA | … | … | 1.15 | -0.06 | 2.65 | 1.16 | 0.04 | 6.14 |
| Standard Deviation(%) | NA | 14.61 | 15.35 | NA | NA | NA | NA | … | … | 14.89 | 14.98 | 13.59 | 17.06 | 30.74 | 11.61 |
| Draw Down(%) | NA | 10.91 | 13.18 | NA | NA | NA | NA | … | … | 5.27 | 10.91 | 7.91 | 14.01 | 29.19 | 2.27 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.97 | 0.89 | … | … | 0.00 | 2.24 | 3.55 | 3.94 | 3.45 | 0.00 |
Data as of 03/16/2026, Common starting date is 09/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGCX (CLEARBRIDGE MID CAP GROWTH FUND CLASS C) |
-7.00%
Nov 2020 – Nov 2023 |
-2.01%
Sep 2018 – Sep 2023 |
2.58%
Oct 2013 – Oct 2023 |
6.56%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGCX (CLEARBRIDGE MID CAP GROWTH FUND CLASS C) |
25.35%
Sep 2011 – Sep 2014 |
15.82%
Sep 2011 – Sep 2016 |
13.35%
Sep 2011 – Sep 2021 |
8.29%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart