Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBGIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS I) | 5.72% | 7.12% | 13.87% | 5.00% | 11.92% | 11.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBGIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS I) | 09/02/2010 | 06/04/2026 |
| 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 (%) | 1.42 | 7.12 | 13.87 | 5.00 | 11.92 | 11.81 | NA | … | … | 5.72 | 3.06 | 18.83 | 29.07 | -33.31 | 22.59 | 45.33 | 30.88 | -6.11 | 23.00 | 2.25 | 0.43 | 7.45 | 37.39 | 20.86 | 2.41 | 18.83 |
| Sharpe Ratio | NA | 0.39 | 0.55 | 0.10 | 0.45 | NA | NA | … | … | 0.53 | 0.01 | 0.89 | 1.42 | -1.00 | 1.17 | 1.22 | 1.88 | -0.38 | 2.30 | 0.12 | 0.02 | 0.50 | 2.75 | 1.23 | 0.08 | 5.92 |
| Standard Deviation(%) | NA | 16.96 | 20.12 | 23.54 | 22.77 | NA | NA | … | … | 20.17 | 24.52 | 17.18 | 18.00 | 34.95 | 19.34 | 36.64 | 15.65 | 19.86 | 9.77 | 17.54 | 16.32 | 14.97 | 13.56 | 17.09 | 30.66 | 11.61 |
| Draw Down(%) | NA | 14.18 | 26.80 | 41.56 | 41.56 | NA | NA | … | … | 13.10 | 26.80 | 10.99 | 15.51 | 38.11 | 11.17 | 36.00 | 8.79 | 22.96 | 4.70 | 18.80 | 13.47 | 10.82 | 7.80 | 13.80 | 28.99 | 2.27 |
| Yield(%) | 0.00 | 6.27 | 2.88 | 2.35 | 6.86 | 7.98 | 7.50 | … | … | 0.00 | 6.35 | 0.00 | 0.00 | 0.00 | 4.98 | 18.16 | 9.73 | 9.92 | 2.72 | 0.00 | 0.00 | 2.17 | 3.47 | 3.89 | 3.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS I) |
-2.82%
Aug 2021 – Aug 2024 |
3.25%
Mar 2021 – Mar 2026 |
8.35%
Oct 2013 – Oct 2023 |
10.70%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS I) |
32.60%
Dec 2018 – Dec 2021 |
24.00%
Oct 2016 – Oct 2021 |
19.13%
Sep 2011 – Sep 2021 |
12.69%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart