Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMASX (CLEARBRIDGE SMALL CAP FUND CLASS C) | -5.28% | -1.08% | 1.04% | 3.68% | 2.55% | 5.50% | 3.84% | 8.17% |
Data as of 06/26/2025, AR inception is 07/07/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMASX (CLEARBRIDGE SMALL CAP FUND CLASS C) | 07/07/1986 | 06/26/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | -1.08 | 1.04 | 3.68 | 2.55 | 5.50 | 3.84 | 8.17 | -5.28 | 0.44 | 13.87 | -21.19 | -0.86 | 2.37 | 29.75 | -9.81 | 10.94 | 26.48 | -5.19 | 6.56 | 34.97 | 18.24 | -17.33 | 19.01 | 78.54 | -54.25 | -3.63 | 7.70 | 8.31 | 13.16 | 54.36 | -8.77 | 2.18 | -11.95 | 35.83 | 23.12 | 22.12 | 28.65 | 22.50 | -13.08 | 24.13 | 15.36 | 39.44 | 0.52 | 32.08 | 19.70 | -16.71 | -9.93 |
| Sharpe Ratio | NA | -0.25 | -0.06 | 0.02 | 0.04 | NA | NA | 0.25 | -0.66 | -0.32 | 0.51 | -0.85 | -0.03 | 0.05 | 1.72 | -0.64 | 0.90 | 1.52 | -0.34 | 0.48 | 2.70 | 1.09 | -0.56 | 0.81 | 1.96 | -1.04 | -0.32 | 0.30 | 0.49 | 0.73 | 2.57 | -0.34 | -0.01 | -0.61 | 1.56 | 0.73 | 1.07 | 1.89 | 1.75 | -1.31 | 1.91 | 1.14 | 3.31 | -0.40 | 2.17 | 1.34 | -0.76 | -1.76 |
| Standard Deviation(%) | NA | 24.06 | 21.56 | 23.41 | 23.66 | NA | NA | 22.47 | 26.50 | 19.26 | 19.00 | 26.72 | 26.90 | 44.12 | 16.51 | 17.33 | 11.48 | 17.31 | 15.30 | 13.75 | 12.94 | 16.78 | 30.95 | 23.26 | 39.93 | 53.12 | 20.74 | 14.83 | 12.55 | 16.81 | 20.84 | 29.13 | 28.95 | 26.40 | 20.88 | 27.23 | 17.35 | 13.16 | 10.68 | 12.25 | 11.49 | 11.30 | 10.73 | 11.68 | 12.16 | 11.18 | 27.24 | 13.04 |
| Draw Down(%) | NA | 30.64 | 30.64 | 42.27 | 47.13 | NA | NA | 72.33 | 23.79 | 14.18 | 16.25 | 27.19 | 25.01 | 47.13 | 12.01 | 24.80 | 6.31 | 14.54 | 13.42 | 11.14 | 5.42 | 12.09 | 34.08 | 19.69 | 31.39 | 66.37 | 24.11 | 17.15 | 9.27 | 15.77 | 17.30 | 30.27 | 34.56 | 21.83 | 11.17 | 40.20 | 12.67 | 14.17 | 12.02 | 22.47 | 10.28 | 11.82 | 5.22 | 19.53 | 15.45 | 11.48 | 40.44 | 13.53 |
| Yield(%) | 0.00 | 0.42 | 0.14 | 0.10 | 3.26 | 5.40 | 4.57 | 15.24 | 0.00 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 5.12 | 10.99 | 6.99 | 4.17 | 5.14 | 18.66 | 9.02 | 1.18 | 0.00 | 0.00 | 0.00 | 0.00 | 13.47 | 19.30 | 12.55 | 8.29 | 3.99 | 3.54 | 3.08 | 3.78 | 22.22 | 8.15 | 5.46 | 6.16 | 2.52 | 1.05 | 0.95 | 7.44 | 0.92 | 11.51 | 0.77 | 0.11 | 0.70 | 0.17 |
Data as of 06/26/2025, AR inception is 07/07/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMASX (CLEARBRIDGE SMALL CAP FUND CLASS C) |
-26.71%
Feb 2006 - Feb 2009 |
-13.55%
Feb 2004 - Feb 2009 |
-1.79%
Feb 1999 - Feb 2009 |
2.31%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMASX (CLEARBRIDGE SMALL CAP FUND CLASS C) |
32.54%
Feb 2009 - Feb 2012 |
27.29%
Feb 2009 - Feb 2014 |
19.91%
Oct 1990 - Oct 2000 |
16.29%
Nov 1988 - Nov 2003 |
Annualized Rolling Returns Comparison Chart