Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMSAX (CLEARBRIDGE SMALL CAP FUND CLASS A) | 9.90% | 25.94% | 11.10% | -0.31% | 6.66% | 7.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMSAX (CLEARBRIDGE SMALL CAP FUND CLASS A) | 02/05/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 25.94 | 11.10 | -0.31 | 6.66 | 7.05 | NA | … | … | 9.90 | 6.20 | 7.45 | 16.97 | -20.58 | 1.39 | 3.18 | 30.62 | -9.17 | 11.81 | 27.43 | -4.42 | 7.45 | 36.04 | 19.13 | -16.65 | 19.98 | 78.65 |
| Sharpe Ratio | NA | 1.51 | 0.45 | -0.11 | 0.22 | NA | NA | … | … | 1.51 | 0.15 | 0.21 | 0.70 | -0.83 | 0.05 | 0.07 | 1.76 | -0.61 | 0.98 | 1.57 | -0.29 | 0.54 | 2.78 | 1.15 | -0.54 | 0.85 | 2.35 |
| Standard Deviation(%) | NA | 17.09 | 19.36 | 22.39 | 23.41 | NA | NA | … | … | 17.28 | 22.07 | 17.99 | 19.22 | 26.71 | 25.89 | 44.16 | 16.54 | 17.33 | 11.48 | 17.33 | 15.28 | 13.75 | 12.95 | 16.76 | 30.98 | 23.28 | 38.14 |
| Draw Down(%) | NA | 9.95 | 26.17 | 39.80 | 47.05 | NA | NA | … | … | 9.95 | 23.66 | 8.97 | 16.09 | 26.79 | 23.81 | 47.05 | 11.80 | 24.68 | 6.26 | 14.48 | 13.22 | 10.94 | 5.36 | 11.93 | 33.77 | 19.53 | 26.66 |
| Yield(%) | 0.00 | 11.27 | 7.03 | 3.04 | 5.27 | 6.20 | 10.25 | … | … | 0.00 | 10.48 | 6.99 | 2.59 | 0.10 | 0.00 | 0.53 | 5.38 | 10.42 | 6.70 | 4.03 | 5.02 | 18.44 | 9.86 | 3.36 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMSAX (CLEARBRIDGE SMALL CAP FUND CLASS A) |
-8.55%
Jun 2021 – Jun 2024 |
-1.56%
Sep 2018 – Sep 2023 |
4.08%
Apr 2015 – Apr 2025 |
5.78%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMSAX (CLEARBRIDGE SMALL CAP FUND CLASS A) |
28.94%
Mar 2009 – Mar 2012 |
24.74%
Mar 2009 – Mar 2014 |
16.59%
Mar 2009 – Mar 2019 |
11.61%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart