Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPSX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS FI) | 12.54% | 24.18% | 11.28% | 0.57% | 10.03% | 10.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPSX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS FI) | 12/28/2007 | 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 (%) | 0.08 | 24.18 | 11.28 | 0.57 | 10.03 | 10.03 | NA | … | … | 12.54 | 9.44 | 4.03 | 8.61 | -28.85 | 12.02 | 33.61 | 25.34 | 3.78 | 24.96 | 5.84 | -4.81 | 3.27 | 45.07 | 18.81 | 0.58 | 25.29 | 42.44 | -42.33 | -0.65 |
| Sharpe Ratio | NA | 1.18 | 0.39 | -0.09 | 0.36 | NA | NA | … | … | 1.27 | 0.27 | 0.02 | 0.25 | -0.90 | 0.55 | 0.87 | 1.47 | 0.12 | 1.93 | 0.29 | -0.28 | 0.18 | 3.17 | 1.10 | 0.02 | 1.23 | 1.46 | -1.06 | NA |
| Standard Deviation(%) | NA | 20.39 | 21.71 | 24.32 | 23.86 | NA | NA | … | … | 23.57 | 24.43 | 19.79 | 19.86 | 33.78 | 21.79 | 38.18 | 16.20 | 20.78 | 12.63 | 19.70 | 17.14 | 17.80 | 14.22 | 17.23 | 30.44 | 20.41 | 28.91 | 40.69 | 0.00 |
| Draw Down(%) | NA | 13.85 | 26.46 | 42.24 | 42.24 | NA | NA | … | … | 13.85 | 26.24 | 11.47 | 24.26 | 36.08 | 12.75 | 38.00 | 9.90 | 27.93 | 6.71 | 22.21 | 16.36 | 16.45 | 5.11 | 13.31 | 27.28 | 15.95 | 20.69 | 54.13 | 0.65 |
| Yield(%) | 0.00 | 18.57 | 9.40 | 5.92 | 9.26 | 9.97 | 7.92 | … | … | 0.00 | 18.33 | 8.26 | 0.47 | 0.00 | 11.87 | 0.00 | 8.82 | 14.02 | 4.21 | 3.16 | 1.19 | 3.90 | 3.51 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPSX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS FI) |
-9.33%
Apr 2021 – Apr 2024 |
-1.38%
Mar 2021 – Mar 2026 |
5.42%
Oct 2013 – Oct 2023 |
8.01%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPSX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS FI) |
32.11%
Feb 2009 – Feb 2012 |
29.22%
Feb 2009 – Feb 2014 |
18.38%
Feb 2009 – Feb 2019 |
13.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart