Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMOIX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS) | 5.35% | 8.18% | 6.11% | 2.89% | 8.30% | 11.15% | NA | 9.62% |
Data as of 07/25/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMOIX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS) | 08/14/2008 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | 8.18 | 6.11 | 2.89 | 8.30 | 11.15 | NA | 9.62 | 5.35 | -2.22 | 8.68 | -28.55 | 1.40 | 35.06 | 25.86 | 4.22 | 25.47 | 6.25 | -4.38 | 3.78 | 45.73 | 19.47 | 1.07 | 25.91 | 43.08 | -39.38 |
| Sharpe Ratio | NA | 0.20 | 0.12 | 0.05 | 0.28 | NA | NA | 0.33 | 0.24 | -0.42 | 0.23 | -0.89 | 0.06 | 0.91 | 1.51 | 0.14 | 1.97 | 0.31 | -0.26 | 0.21 | 3.21 | 1.14 | 0.03 | 1.26 | 1.49 | -1.24 |
| Standard Deviation(%) | NA | 25.27 | 23.37 | 24.70 | 23.87 | NA | NA | 24.49 | 27.90 | 21.13 | 19.84 | 33.80 | 23.40 | 38.05 | 16.21 | 20.77 | 12.63 | 19.69 | 17.17 | 17.81 | 14.22 | 17.23 | 30.40 | 20.43 | 28.86 | 59.35 |
| Draw Down(%) | NA | 26.36 | 26.36 | 41.74 | 41.74 | NA | NA | 51.02 | 26.22 | 14.84 | 23.99 | 35.94 | 21.11 | 37.97 | 9.83 | 27.81 | 6.69 | 22.17 | 16.25 | 16.41 | 5.13 | 13.22 | 27.16 | 15.92 | 20.74 | 51.02 |
| Yield(%) | 0.00 | 7.05 | 2.72 | 3.95 | 6.21 | 9.41 | 6.29 | 7.86 | 0.00 | 7.27 | 0.41 | 0.00 | 10.72 | 0.00 | 8.14 | 13.12 | 3.97 | 2.99 | 1.13 | 3.73 | 3.38 | 2.28 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOIX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS) |
-8.93%
Apr 2021 - Apr 2024 |
1.24%
Sep 2018 - Sep 2023 |
5.94%
Oct 2013 - Oct 2023 |
9.68%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOIX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS) |
32.80%
Feb 2009 - Feb 2012 |
29.88%
Feb 2009 - Feb 2014 |
18.94%
Feb 2009 - Feb 2019 |
14.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart