Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMARX (CLEARBRIDGE SMALL CAP FUND CLASS R) | 10.73% | 26.49% | 11.01% | 0.44% | 6.84% | 7.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMARX (CLEARBRIDGE SMALL CAP FUND CLASS R) | 11/27/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 26.49 | 11.01 | 0.44 | 6.84 | 7.24 | NA | … | … | 10.73 | 5.76 | 7.10 | 16.49 | -20.89 | 6.40 | 2.76 | 30.16 | -9.46 | 11.59 | 26.96 | -4.79 | 7.02 | 35.44 | 18.54 | -17.00 | 19.51 | 79.15 | -54.08 | -13.56 | -6.72 |
| Sharpe Ratio | NA | 1.47 | 0.43 | -0.09 | 0.23 | NA | NA | … | … | 1.48 | 0.13 | 0.19 | 0.67 | -0.84 | 0.28 | 0.06 | 1.74 | -0.63 | 0.96 | 1.55 | -0.32 | 0.51 | 2.73 | 1.11 | -0.55 | 0.84 | 1.98 | -1.03 | -0.74 | -1.59 |
| Standard Deviation(%) | NA | 17.22 | 19.39 | 21.69 | 23.07 | NA | NA | … | … | 17.30 | 22.16 | 17.94 | 19.22 | 26.73 | 22.65 | 44.13 | 16.51 | 17.33 | 11.48 | 17.31 | 15.27 | 13.73 | 12.96 | 16.77 | 30.96 | 23.25 | 39.90 | 53.12 | 22.52 | 35.69 |
| Draw Down(%) | NA | 10.00 | 26.26 | 36.78 | 47.09 | NA | NA | … | … | 10.00 | 23.73 | 8.97 | 16.17 | 26.99 | 19.77 | 47.09 | 11.90 | 24.72 | 6.28 | 14.52 | 13.34 | 11.07 | 5.40 | 12.04 | 33.91 | 19.60 | 31.35 | 66.26 | 28.33 | 10.30 |
| Yield(%) | 0.00 | 6.85 | 4.17 | 1.87 | 3.57 | 4.71 | 2.81 | … | … | 0.00 | 6.37 | 4.01 | 1.22 | 0.00 | 0.00 | 0.00 | 3.33 | 7.47 | 4.88 | 2.95 | 3.71 | 14.22 | 7.03 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMARX (CLEARBRIDGE SMALL CAP FUND CLASS R) |
-14.49%
Jun 2007 – Jun 2010 |
-8.12%
May 2007 – May 2012 |
2.62%
May 2007 – May 2017 |
2.64%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMARX (CLEARBRIDGE SMALL CAP FUND CLASS R) |
33.04%
Feb 2009 – Feb 2012 |
27.73%
Feb 2009 – Feb 2014 |
17.89%
Feb 2009 – Feb 2019 |
12.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart