Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LISGX (ClearBridge Small Cap FundS) | 12.58% | 26.47% | 11.15% | 3.31% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LISGX (ClearBridge Small Cap FundS) | 09/11/2017 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 26.47 | 11.15 | 3.31 | NA | NA | NA | … | … | 12.58 | 3.68 | 7.84 | 17.33 | -20.30 | 19.12 | 3.58 | 31.08 | -8.77 | 7.40 |
| Sharpe Ratio | NA | 1.33 | 0.41 | 0.02 | NA | NA | NA | … | … | 1.21 | 0.04 | 0.24 | 0.72 | -0.82 | 1.00 | 0.08 | 1.79 | -0.59 | 2.61 |
| Standard Deviation(%) | NA | 17.27 | 19.27 | 20.99 | NA | NA | NA | … | … | 17.18 | 22.68 | 17.94 | 19.21 | 26.72 | 19.09 | 44.14 | 16.54 | 17.32 | 9.76 |
| Draw Down(%) | NA | 9.93 | 26.06 | 29.29 | NA | NA | NA | … | … | 9.93 | 23.63 | 8.93 | 16.03 | 26.59 | 10.76 | 47.02 | 11.72 | 24.57 | 3.41 |
| Yield(%) | 0.00 | 6.43 | 4.20 | 3.71 | 4.15 | 2.77 | 2.07 | … | … | 0.00 | 6.12 | 4.24 | 1.74 | 0.23 | 10.65 | 0.55 | 3.65 | 6.98 | 4.42 |
Data as of 06/11/2026, Common starting date is 09/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISGX (ClearBridge Small Cap FundS) |
-3.29%
Jun 2021 – Jun 2024 |
1.97%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISGX (ClearBridge Small Cap FundS) |
18.13%
Mar 2020 – Mar 2023 |
13.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart