Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCMRX (CLEARBRIDGE MID CAP GROWTH FUND CLASS R) | 5.46% | 6.49% | 13.19% | 4.36% | 11.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCMRX (CLEARBRIDGE MID CAP GROWTH FUND CLASS R) | 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 (%) | 1.39 | 6.49 | 13.19 | 4.36 | 11.21 | NA | NA | … | … | 5.46 | 2.45 | 18.13 | 28.33 | -33.72 | 21.81 | 44.37 | 30.09 | -6.87 | 22.27 | 1.56 | -0.13 | 6.84 | 8.95 |
| Sharpe Ratio | NA | 0.35 | 0.52 | 0.07 | 0.42 | NA | NA | … | … | 0.50 | -0.02 | 0.84 | 1.38 | -1.01 | 1.13 | 1.20 | 1.83 | -0.42 | 2.21 | 0.08 | -0.01 | 0.45 | 2.65 |
| Standard Deviation(%) | NA | 16.95 | 20.12 | 23.54 | 22.77 | NA | NA | … | … | 20.19 | 24.52 | 17.18 | 17.98 | 34.93 | 19.36 | 36.62 | 15.66 | 19.89 | 9.80 | 17.55 | 16.30 | 15.01 | 12.21 |
| Draw Down(%) | NA | 14.44 | 26.87 | 41.88 | 41.88 | NA | NA | … | … | 13.19 | 26.87 | 11.14 | 15.63 | 38.40 | 11.22 | 36.01 | 8.94 | 23.12 | 4.73 | 18.84 | 13.63 | 10.87 | 4.82 |
| Yield(%) | 0.00 | 6.97 | 3.16 | 2.54 | 7.02 | 5.49 | 4.11 | … | … | 0.00 | 7.04 | 0.00 | 0.00 | 0.00 | 5.36 | 19.24 | 10.20 | 10.26 | 2.80 | 0.00 | 0.00 | 2.19 | 2.85 |
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 |
|---|---|---|---|---|
| LCMRX (CLEARBRIDGE MID CAP GROWTH FUND CLASS R) |
-3.38%
Aug 2021 – Aug 2024 |
2.63%
Mar 2021 – Mar 2026 |
7.67%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCMRX (CLEARBRIDGE MID CAP GROWTH FUND CLASS R) |
31.76%
Dec 2018 – Dec 2021 |
23.17%
Oct 2016 – Oct 2021 |
12.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart