Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCMIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS IS) | 5.74% | 7.20% | 13.98% | 5.09% | 12.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCMIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS IS) | 09/11/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 7.20 | 13.98 | 5.09 | 12.00 | NA | NA | … | … | 5.74 | 3.17 | 18.95 | 29.20 | -33.24 | 22.68 | 45.38 | 30.95 | -6.04 | 23.08 | 2.17 | 0.51 | 7.41 | 9.18 |
| Sharpe Ratio | NA | 0.39 | 0.56 | 0.10 | 0.46 | NA | NA | … | … | 0.54 | 0.01 | 0.89 | 1.43 | -1.00 | 1.17 | 1.23 | 1.89 | -0.38 | 2.30 | 0.11 | 0.03 | 0.49 | 2.71 |
| Standard Deviation(%) | NA | 16.95 | 20.11 | 23.53 | 22.77 | NA | NA | … | … | 20.16 | 24.51 | 17.17 | 18.00 | 34.94 | 19.35 | 36.65 | 15.64 | 19.86 | 9.79 | 17.52 | 16.31 | 15.00 | 12.25 |
| Draw Down(%) | NA | 14.15 | 26.77 | 41.49 | 41.49 | NA | NA | … | … | 13.07 | 26.77 | 10.97 | 15.48 | 38.05 | 11.15 | 36.00 | 8.80 | 22.93 | 4.66 | 18.83 | 13.43 | 10.82 | 4.83 |
| Yield(%) | 0.00 | 6.23 | 2.87 | 2.34 | 6.85 | 5.45 | 4.08 | … | … | 0.00 | 6.31 | 0.00 | 0.00 | 0.00 | 4.96 | 18.12 | 9.71 | 9.91 | 2.72 | 0.00 | 0.00 | 2.17 | 2.83 |
Data as of 06/04/2026, Common starting date is 09/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCMIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS IS) |
-2.73%
Aug 2021 – Aug 2024 |
3.34%
Mar 2021 – Mar 2026 |
8.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCMIX (CLEARBRIDGE MID CAP GROWTH FUND CLASS IS) |
32.68%
Dec 2018 – Dec 2021 |
24.07%
Oct 2016 – Oct 2021 |
12.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart