Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBGX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A2) | NA | 13.19% | 29.87% | 19.36% | NA | NA | NA | … | … |
Data as of 12/20/2021, Common starting date is 12/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBGX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A2) | 12/05/2013 | 12/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.19 | 29.87 | 19.36 | NA | NA | NA | … | … | 13.84 | 44.47 | 20.17 | -6.15 | 22.43 | 1.73 | -0.04 | 6.97 | 1.66 |
| Sharpe Ratio | NA | 0.91 | 1.19 | 0.87 | NA | NA | NA | … | … | 0.95 | 1.21 | 0.90 | -0.38 | 2.24 | 0.09 | 0.00 | 0.46 | 1.80 |
| Standard Deviation(%) | NA | 14.97 | 24.70 | 21.36 | NA | NA | NA | … | … | 15.08 | 36.36 | 20.89 | 19.78 | 9.78 | 17.53 | 16.28 | 14.98 | 15.37 |
| Draw Down(%) | NA | 11.19 | 36.00 | 36.00 | NA | NA | NA | … | … | 11.19 | 36.00 | 17.83 | 22.77 | 4.71 | 18.84 | 13.56 | 10.90 | 4.20 |
| Yield(%) | 0.00 | 0.00 | 11.28 | 9.52 | 5.46 | 3.64 | 2.73 | … | … | 0.00 | 18.98 | 10.09 | 10.20 | 2.79 | 0.00 | 0.00 | 2.19 | 0.00 |
Data as of 12/20/2021, Common starting date is 12/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBGX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A2) |
3.68%
Feb 2014 – Feb 2017 |
3.75%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBGX (CLEARBRIDGE MID CAP GROWTH FUND CLASS A2) |
26.44%
Oct 2018 – Oct 2021 |
21.19%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart