Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPLX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS R) | 4.12% | 11.24% | 18.05% | 9.77% | 14.02% | 14.26% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPLX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS R) | 01/04/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 11.24 | 18.05 | 9.77 | 14.02 | 14.26 | NA | … | … | 4.12 | -4.27 | 20.37 | 26.77 | -39.00 | 6.85 | 22.36 | 31.32 | -0.77 | 24.69 | 6.61 | 8.81 | 12.86 | 36.90 | 19.74 | -1.56 | 8.67 | 41.02 | -37.28 | 2.88 |
| Sharpe Ratio | NA | 0.72 | 0.90 | 0.34 | 0.61 | NA | NA | … | … | 0.60 | -0.29 | 0.82 | 1.21 | -1.24 | 0.35 | 0.64 | 2.16 | -0.11 | 3.24 | 0.47 | 0.57 | 0.99 | 3.08 | 1.41 | -0.07 | 0.48 | 1.60 | -1.02 | -0.01 |
| Standard Deviation(%) | NA | 15.08 | 17.84 | 21.12 | 20.45 | NA | NA | … | … | 17.33 | 24.65 | 16.91 | 18.75 | 32.55 | 19.66 | 34.41 | 13.86 | 19.12 | 7.45 | 13.55 | 15.53 | 12.91 | 11.98 | 14.12 | 23.98 | 17.95 | 25.63 | 37.50 | 16.13 |
| Draw Down(%) | NA | 17.06 | 21.03 | 38.46 | 38.46 | NA | NA | … | … | 14.23 | 21.03 | 9.59 | 11.75 | 40.25 | 14.58 | 30.20 | 8.64 | 20.06 | 2.38 | 11.42 | 12.03 | 8.14 | 5.40 | 10.41 | 18.20 | 18.45 | 17.58 | 48.46 | 9.88 |
| Yield(%) | 0.00 | 13.26 | 12.36 | 9.72 | 12.26 | 13.59 | 10.26 | … | … | 0.00 | 13.41 | 7.24 | 17.11 | 6.13 | 14.42 | 7.87 | 6.49 | 3.94 | 5.41 | 2.27 | 3.19 | 7.16 | 10.67 | 7.97 | 14.48 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPLX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS R) |
-7.93%
Jun 2007 – Jun 2010 |
-0.13%
May 2007 – May 2012 |
8.25%
May 2007 – May 2017 |
8.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPLX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS R) |
27.98%
Sep 2022 – Sep 2025 |
22.50%
Feb 2009 – Feb 2014 |
18.69%
Sep 2011 – Sep 2021 |
16.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
