Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS 1) | 8.70% | 19.74% | 10.27% | -0.06% | 9.96% | 10.04% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS 1) | 03/08/2007 | 06/05/2026 |
| 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 (%) | -3.20 | 19.74 | 10.27 | -0.06 | 9.96 | 10.04 | NA | … | … | 8.70 | 9.78 | 4.30 | 8.97 | -28.63 | 12.41 | 34.27 | 25.65 | 4.08 | 25.17 | 5.95 | -4.55 | 3.35 | 45.04 | 19.15 | 0.81 | 25.62 | 42.65 | -42.33 | 5.15 |
| Sharpe Ratio | NA | 1.19 | 0.40 | -0.07 | 0.38 | NA | NA | … | … | 1.28 | 0.28 | 0.03 | 0.27 | -0.89 | 0.57 | 0.89 | 1.49 | 0.13 | 1.94 | 0.29 | -0.27 | 0.19 | 3.17 | 1.12 | 0.03 | 1.25 | 1.48 | -1.06 | 0.18 |
| Standard Deviation(%) | NA | 20.40 | 21.72 | 24.32 | 23.85 | NA | NA | … | … | 23.60 | 24.44 | 19.78 | 19.89 | 33.79 | 21.77 | 38.12 | 16.22 | 20.79 | 12.66 | 19.68 | 17.15 | 17.81 | 14.20 | 17.23 | 30.46 | 20.40 | 28.75 | 40.65 | 18.54 |
| Draw Down(%) | NA | 13.79 | 26.41 | 41.87 | 41.87 | NA | NA | … | … | 13.79 | 26.24 | 11.44 | 24.08 | 35.99 | 12.72 | 37.98 | 9.85 | 27.86 | 6.70 | 22.21 | 16.28 | 16.49 | 5.11 | 13.23 | 27.24 | 15.91 | 20.69 | 54.10 | 13.57 |
| Yield(%) | 0.00 | 17.52 | 8.99 | 5.66 | 9.13 | 9.92 | 8.38 | … | … | 0.00 | 17.39 | 7.89 | 0.45 | 0.00 | 11.49 | 0.00 | 8.62 | 13.78 | 4.15 | 3.12 | 1.17 | 3.86 | 3.47 | 2.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS 1) |
-9.04%
Apr 2021 – Apr 2024 |
-1.08%
Mar 2021 – Mar 2026 |
5.68%
Oct 2013 – Oct 2023 |
7.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS 1) |
32.40%
Feb 2009 – Feb 2012 |
29.45%
Feb 2009 – Feb 2014 |
18.60%
Feb 2009 – Feb 2019 |
14.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart