Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) | -0.73% | -0.54% | 5.54% | 6.01% | 5.00% | 7.33% | 3.10% | 4.49% |
Data as of 07/18/2025, AR inception is 07/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) | 07/24/2001 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | -0.54 | 5.54 | 6.01 | 5.00 | 7.33 | 3.10 | 4.49 | -0.73 | 4.00 | 15.66 | -20.90 | 7.10 | 3.09 | 30.46 | -9.26 | 11.59 | 27.35 | -4.51 | 7.17 | 35.68 | 19.02 | -16.76 | 19.85 | 79.59 | -53.95 | -13.31 | -8.94 | -1.72 | 6.42 | 52.10 | -10.90 | 2.54 |
| Sharpe Ratio | NA | -0.16 | 0.10 | 0.17 | 0.15 | NA | NA | 0.12 | -0.17 | -0.14 | 0.60 | -0.84 | 0.32 | 0.06 | 1.76 | -0.61 | 0.96 | 1.57 | -0.30 | 0.52 | 2.76 | 1.14 | -0.54 | 0.85 | 1.99 | -1.03 | -0.73 | -0.62 | -0.25 | 0.31 | 2.45 | -0.41 | 0.15 |
| Standard Deviation(%) | NA | 23.11 | 21.23 | 22.14 | 23.15 | NA | NA | 25.14 | 25.31 | 18.44 | 19.07 | 26.73 | 22.47 | 44.16 | 16.54 | 17.32 | 11.47 | 17.30 | 15.27 | 13.75 | 12.93 | 16.77 | 30.96 | 23.26 | 39.87 | 53.20 | 22.51 | 19.85 | 15.31 | 17.48 | 20.96 | 29.48 | 28.99 |
| Draw Down(%) | NA | 28.55 | 28.55 | 36.60 | 47.06 | NA | NA | 76.16 | 23.68 | 11.79 | 16.11 | 27.08 | 19.45 | 47.06 | 11.85 | 24.66 | 6.29 | 14.48 | 13.26 | 11.02 | 5.40 | 11.94 | 33.85 | 19.57 | 31.28 | 66.19 | 28.15 | 22.95 | 10.70 | 16.31 | 17.18 | 32.28 | 27.02 |
| Yield(%) | 0.00 | 0.47 | 0.28 | 0.23 | 2.46 | 4.42 | 2.11 | 2.74 | 0.00 | 0.49 | 0.30 | 0.00 | 0.00 | 0.12 | 3.35 | 7.31 | 4.78 | 2.90 | 3.66 | 14.07 | 6.60 | 2.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 07/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) |
-32.96%
Feb 2006 - Feb 2009 |
-20.62%
Feb 2004 - Feb 2009 |
-0.79%
Dec 2001 - Dec 2011 |
0.94%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) |
33.43%
Feb 2009 - Feb 2012 |
28.09%
Feb 2009 - Feb 2014 |
18.17%
Feb 2009 - Feb 2019 |
12.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart