Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMNSX (CLEARBRIDGE SMALL CAP FUND CLASS I) | 11.02% | 27.28% | 11.67% | 1.25% | 7.56% | 7.97% | 4.87% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMNSX (CLEARBRIDGE SMALL CAP FUND CLASS I) | 12/20/1995 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 27.28 | 11.67 | 1.25 | 7.56 | 7.97 | 4.87 | … | … | 11.02 | 6.39 | 7.72 | 17.20 | -20.40 | 8.12 | 3.39 | 30.94 | -8.92 | 12.07 | 27.74 | -4.23 | 7.79 | 36.33 | 19.45 | -16.45 | 20.28 | 80.25 | -53.75 | -12.92 | -8.57 | -1.39 | 6.56 | 52.10 | -10.90 | 0.68 | -14.37 | 11.73 | 15.13 | 17.33 | 23.40 | 1.97 |
| Sharpe Ratio | NA | 1.52 | 0.47 | -0.05 | 0.27 | NA | NA | … | … | 1.53 | 0.16 | 0.23 | 0.71 | -0.82 | 0.37 | 0.07 | 1.78 | -0.60 | 1.00 | 1.59 | -0.28 | 0.57 | 2.80 | 1.17 | -0.53 | 0.87 | 2.01 | -1.03 | -0.72 | -0.61 | -0.24 | 0.32 | 2.45 | -0.41 | -0.06 | -0.70 | 0.31 | 0.39 | 0.71 | 1.28 | 8.05 |
| Standard Deviation(%) | NA | 17.21 | 19.38 | 21.58 | 23.02 | NA | NA | … | … | 17.27 | 22.14 | 17.95 | 19.22 | 26.74 | 22.14 | 44.14 | 16.54 | 17.33 | 11.48 | 17.31 | 15.27 | 13.73 | 12.96 | 16.74 | 30.96 | 23.26 | 39.89 | 53.18 | 22.47 | 19.79 | 15.29 | 17.46 | 20.96 | 29.48 | 29.30 | 26.45 | 26.62 | 29.66 | 19.08 | 15.24 | 15.32 |
| Draw Down(%) | NA | 9.95 | 26.09 | 35.80 | 47.05 | NA | NA | … | … | 9.95 | 23.64 | 8.94 | 16.05 | 26.66 | 18.91 | 47.05 | 11.75 | 24.61 | 6.24 | 14.44 | 13.17 | 10.91 | 5.36 | 11.89 | 33.74 | 19.51 | 31.24 | 66.05 | 27.95 | 22.86 | 10.66 | 16.31 | 17.18 | 32.28 | 35.98 | 24.15 | 21.59 | 42.47 | 12.97 | 15.15 | 1.32 |
| Yield(%) | 0.00 | 6.47 | 4.23 | 1.96 | 3.68 | 4.94 | 3.04 | … | … | 0.00 | 6.02 | 4.15 | 1.62 | 0.13 | 0.00 | 0.39 | 3.55 | 6.98 | 4.59 | 2.80 | 3.54 | 13.77 | 7.62 | 3.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.89 |
Data as of 06/04/2026, Common starting date is 12/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMNSX (CLEARBRIDGE SMALL CAP FUND CLASS I) |
-32.67%
Feb 2006 – Feb 2009 |
-20.33%
Feb 2004 – Feb 2009 |
-8.29%
Feb 1999 – Feb 2009 |
0.91%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMNSX (CLEARBRIDGE SMALL CAP FUND CLASS I) |
33.89%
Feb 2009 – Feb 2012 |
28.59%
Feb 2009 – Feb 2014 |
18.63%
Feb 2009 – Feb 2019 |
13.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart