Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMREX (CLEARBRIDGE MID CAP FUND CLASS R) | 1.88% | 6.08% | 8.90% | 1.48% | 7.40% | 8.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMREX (CLEARBRIDGE MID CAP FUND CLASS R) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 6.08 | 8.90 | 1.48 | 7.40 | 8.34 | NA | … | … | 1.88 | 3.90 | 9.46 | 13.14 | -25.39 | 27.93 | 15.93 | 32.43 | -13.15 | 12.40 | 8.16 | 1.98 | 7.53 | 36.86 | 17.80 | -3.95 | 21.85 | 34.26 | -7.02 |
| Sharpe Ratio | NA | 0.31 | 0.35 | -0.05 | 0.28 | NA | NA | … | … | 0.08 | 0.05 | 0.39 | 0.56 | -0.96 | 1.71 | 0.42 | 2.25 | -0.90 | 1.40 | 0.51 | 0.13 | 0.58 | 2.97 | 1.15 | -0.14 | 1.05 | 1.19 | -0.41 |
| Standard Deviation(%) | NA | 14.31 | 17.28 | 19.81 | 20.36 | NA | NA | … | … | 16.74 | 20.51 | 15.16 | 17.02 | 27.98 | 16.33 | 37.56 | 13.75 | 16.23 | 8.42 | 15.50 | 14.86 | 12.89 | 12.41 | 15.54 | 28.79 | 20.76 | 28.82 | 64.76 |
| Draw Down(%) | NA | 10.35 | 23.68 | 31.72 | 39.89 | NA | NA | … | … | 10.35 | 23.19 | 9.72 | 14.40 | 31.11 | 6.80 | 39.89 | 7.46 | 21.90 | 5.39 | 15.72 | 11.45 | 10.86 | 5.85 | 13.93 | 28.18 | 16.41 | 24.44 | 27.56 |
| Yield(%) | 0.00 | 9.08 | 7.39 | 6.38 | 7.75 | 8.62 | 10.19 | … | … | 0.00 | 9.05 | 9.32 | 2.15 | 3.70 | 15.25 | 8.03 | 9.52 | 3.67 | 6.94 | 1.24 | 4.97 | 4.13 | 10.29 | 5.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMREX (CLEARBRIDGE MID CAP FUND CLASS R) |
-3.39%
Mar 2017 – Mar 2020 |
-0.19%
Mar 2015 – Mar 2020 |
5.49%
Apr 2015 – Apr 2025 |
7.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMREX (CLEARBRIDGE MID CAP FUND CLASS R) |
26.66%
Feb 2009 – Feb 2012 |
24.35%
Feb 2009 – Feb 2014 |
14.62%
Feb 2009 – Feb 2019 |
12.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart