Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS) | 3.09% | 10.53% | 14.33% | -2.37% | 3.44% | 6.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS) | 08/14/2008 | 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 (%) | 1.33 | 10.53 | 14.33 | -2.37 | 3.44 | 6.52 | NA | … | … | 3.09 | 13.89 | 12.49 | 24.48 | -32.92 | -11.38 | 3.46 | 24.74 | -7.57 | 14.69 | 6.19 | -4.03 | 14.99 | 45.28 | 19.16 | 2.02 | 24.48 | 33.46 | -35.33 |
| Sharpe Ratio | NA | 0.62 | 0.62 | -0.20 | 0.09 | NA | NA | … | … | 0.25 | 0.47 | 0.56 | 1.32 | -1.13 | -0.42 | 0.09 | 1.60 | -0.46 | 1.42 | 0.34 | -0.24 | 1.05 | 3.26 | 1.27 | 0.07 | 1.21 | 1.15 | -1.09 |
| Standard Deviation(%) | NA | 17.09 | 19.01 | 23.48 | 22.66 | NA | NA | … | … | 19.50 | 23.47 | 15.82 | 15.95 | 30.56 | 27.41 | 37.62 | 14.50 | 19.41 | 9.92 | 17.70 | 17.09 | 14.30 | 13.88 | 15.15 | 26.52 | 20.23 | 28.98 | 63.17 |
| Draw Down(%) | NA | 14.48 | 23.69 | 49.07 | 49.07 | NA | NA | … | … | 12.59 | 23.69 | 11.02 | 14.02 | 34.72 | 26.50 | 32.65 | 8.71 | 22.28 | 5.67 | 14.13 | 17.27 | 10.17 | 5.98 | 10.20 | 24.40 | 17.00 | 24.94 | 47.69 |
| Yield(%) | 0.00 | 14.04 | 13.52 | 4.81 | 6.37 | 8.01 | 6.92 | … | … | 0.00 | 14.90 | 14.62 | 12.09 | 0.00 | 0.00 | 0.46 | 12.60 | 13.69 | 6.11 | 4.82 | 3.39 | 2.05 | 1.02 | 3.15 | 2.18 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS) |
-14.96%
Dec 2019 – Dec 2022 |
-7.23%
Sep 2018 – Sep 2023 |
0.39%
Mar 2015 – Mar 2025 |
5.79%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS) |
30.29%
Sep 2011 – Sep 2014 |
29.42%
Feb 2009 – Feb 2014 |
16.84%
Feb 2009 – Feb 2019 |
9.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart