Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMOIX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS) | 12.76% | 24.69% | 11.75% | 1.01% | 10.57% | 10.57% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMOIX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS) | 08/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 24.69 | 11.75 | 1.01 | 10.57 | 10.57 | NA | … | … | 12.76 | 9.91 | 4.44 | 9.12 | -28.55 | 12.53 | 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 | 1.20 | 0.41 | -0.07 | 0.39 | NA | NA | … | … | 1.30 | 0.29 | 0.04 | 0.28 | -0.89 | 0.57 | 0.91 | 1.50 | 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 | 20.37 | 21.71 | 24.32 | 23.84 | NA | NA | … | … | 23.58 | 24.41 | 19.79 | 19.89 | 33.80 | 21.77 | 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 | 13.78 | 26.36 | 41.74 | 41.74 | NA | NA | … | … | 13.78 | 26.22 | 11.43 | 23.99 | 35.94 | 12.71 | 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 | 16.09 | 8.30 | 5.34 | 8.75 | 9.70 | 8.24 | … | … | 0.00 | 15.92 | 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 06/04/2026, Common starting date 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 |
-0.96%
Mar 2021 – Mar 2026 |
5.94%
Oct 2013 – Oct 2023 |
9.28%
Mar 2011 – Mar 2026 |
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