Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPOX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS R) | 12.40% | 23.89% | 10.98% | 0.31% | 9.69% | 9.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPOX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS R) | 01/04/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 23.89 | 10.98 | 0.31 | 9.69 | 9.73 | NA | … | … | 12.40 | 9.22 | 3.70 | 8.35 | -29.04 | 11.75 | 32.79 | 24.99 | 3.45 | 24.59 | 5.51 | -5.05 | 3.04 | 44.70 | 18.68 | 0.35 | 25.04 | 42.14 | -42.52 | 3.02 |
| Sharpe Ratio | NA | 1.16 | 0.38 | -0.10 | 0.35 | NA | NA | … | … | 1.26 | 0.26 | 0.00 | 0.24 | -0.90 | 0.54 | 0.85 | 1.45 | 0.10 | 1.90 | 0.27 | -0.30 | 0.17 | 3.14 | 1.09 | 0.01 | 1.22 | 1.46 | -1.07 | 0.00 |
| Standard Deviation(%) | NA | 20.37 | 21.71 | 24.32 | 23.87 | NA | NA | … | … | 23.56 | 24.41 | 19.81 | 19.90 | 33.79 | 21.80 | 38.21 | 16.21 | 20.78 | 12.64 | 19.70 | 17.14 | 17.80 | 14.23 | 17.22 | 30.43 | 20.45 | 28.85 | 40.68 | 17.98 |
| Draw Down(%) | NA | 13.88 | 26.56 | 42.52 | 42.52 | NA | NA | … | … | 13.88 | 26.29 | 11.48 | 24.38 | 36.17 | 12.77 | 37.99 | 9.96 | 27.99 | 6.73 | 22.24 | 16.39 | 16.51 | 5.14 | 13.28 | 27.30 | 16.01 | 20.79 | 54.18 | 13.64 |
| Yield(%) | 0.00 | 19.98 | 10.00 | 6.23 | 9.47 | 10.08 | 8.23 | … | … | 0.00 | 19.71 | 8.81 | 0.50 | 0.00 | 12.47 | 0.00 | 9.15 | 14.44 | 4.32 | 3.23 | 1.21 | 3.96 | 3.55 | 2.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LMPOX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS R) |
-9.56%
Apr 2021 – Apr 2024 |
-1.63%
Mar 2021 – Mar 2026 |
5.09%
Oct 2013 – Oct 2023 |
7.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPOX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS R) |
31.86%
Feb 2009 – Feb 2012 |
28.98%
Feb 2009 – Feb 2014 |
18.10%
Feb 2009 – Feb 2019 |
13.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart