Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMPMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS 1) | 3.50% | 5.39% | 7.33% | 3.21% | 7.48% | 10.94% | NA | 8.16% |
Data as of 07/14/2025, AR inception is 03/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS 1) | 03/08/2007 | 07/14/2025 |
| 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 (%) | 0.16 | 5.39 | 7.33 | 3.21 | 7.48 | 10.94 | NA | 8.16 | 3.50 | -2.91 | 8.50 | -28.63 | 0.48 | 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 | 0.16 | 0.12 | 0.03 | 0.26 | NA | NA | 0.29 | 0.08 | -0.45 | 0.22 | -0.89 | 0.02 | 0.89 | 1.50 | 0.13 | 1.95 | 0.29 | -0.27 | 0.19 | 3.17 | 1.12 | 0.03 | 1.25 | 1.48 | -1.06 | 0.19 |
| Standard Deviation(%) | NA | 25.63 | 23.48 | 24.75 | 23.87 | NA | NA | 24.20 | 28.65 | 21.34 | 19.84 | 33.79 | 23.70 | 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 | 26.41 | 26.41 | 41.87 | 41.87 | NA | NA | 57.84 | 26.24 | 15.34 | 24.08 | 35.99 | 21.72 | 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 | 7.59 | 3.11 | 4.40 | 6.22 | 9.86 | 6.39 | 7.10 | 0.00 | 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 07/14/2025, AR inception 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 |
1.01%
Sep 2018 - Sep 2023 |
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