Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMPFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS FI) | 10.21% | 16.70% | 5.01% | -5.60% | -0.50% | 6.14% | NA | 3.27% |
Data as of 07/18/2025, AR inception is 05/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS FI) | 05/04/2007 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 16.70 | 5.01 | -5.60 | -0.50 | 6.14 | NA | 3.27 | 10.21 | -5.96 | 8.83 | -35.06 | -15.24 | 0.61 | 24.29 | -7.90 | 14.23 | 5.74 | -4.44 | 14.56 | 44.50 | 18.49 | 1.45 | 23.80 | 32.74 | -42.25 | -3.89 |
| Sharpe Ratio | NA | 0.56 | 0.07 | -0.29 | -0.08 | NA | NA | 0.10 | 0.59 | -0.52 | 0.25 | -1.16 | -0.50 | 0.01 | 1.57 | -0.48 | 1.38 | 0.31 | -0.26 | 1.02 | 3.21 | 1.23 | 0.05 | 1.17 | 1.13 | -1.00 | -0.46 |
| Standard Deviation(%) | NA | 24.13 | 22.49 | 26.04 | 23.78 | NA | NA | 23.94 | 28.35 | 24.09 | 18.83 | 31.56 | 30.69 | 38.56 | 14.62 | 19.40 | 9.91 | 17.70 | 17.09 | 14.30 | 13.87 | 15.15 | 26.52 | 20.22 | 28.99 | 43.00 | 18.85 |
| Draw Down(%) | NA | 23.73 | 24.31 | 52.66 | 52.66 | NA | NA | 57.10 | 23.73 | 20.63 | 14.03 | 36.80 | 29.40 | 32.67 | 8.73 | 22.34 | 5.69 | 14.18 | 17.47 | 10.21 | 6.02 | 10.28 | 24.51 | 17.08 | 24.98 | 53.04 | 12.02 |
| Yield(%) | 0.00 | 17.82 | 5.95 | 2.33 | 4.79 | 8.46 | 4.63 | 5.14 | 0.00 | 19.06 | 0.25 | 0.00 | 0.00 | 0.12 | 13.72 | 14.77 | 6.18 | 4.79 | 3.70 | 2.22 | 1.10 | 3.37 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 05/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS FI) |
-18.30%
Apr 2021 - Apr 2024 |
-9.27%
Sep 2018 - Sep 2023 |
-2.22%
Mar 2015 - Mar 2025 |
2.18%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS FI) |
29.64%
Sep 2011 - Sep 2014 |
28.71%
Feb 2009 - Feb 2014 |
16.28%
Feb 2009 - Feb 2019 |
7.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart