Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSIFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS) | 9.01% | 15.60% | 7.27% | -2.32% | 1.00% | 7.87% | NA | 5.87% |
Data as of 07/01/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIFX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS) | 08/14/2008 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 15.60 | 7.27 | -2.32 | 1.00 | 7.87 | NA | 5.87 | 9.01 | -1.29 | 12.30 | -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 | 0.50 | 0.13 | -0.16 | -0.03 | NA | NA | 0.20 | 0.52 | -0.38 | 0.46 | -1.13 | -0.42 | 0.09 | 1.61 | -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 | 24.13 | 21.79 | 24.60 | 22.99 | NA | NA | 23.70 | 29.67 | 20.94 | 17.47 | 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 | 23.69 | 23.69 | 49.07 | 49.07 | NA | NA | 49.07 | 23.69 | 17.02 | 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 | 13.63 | 4.97 | 2.24 | 4.60 | 8.91 | 5.35 | 6.68 | 0.00 | 14.62 | 0.48 | 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 07/01/2025, AR inception 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) |
-15.29%
Apr 2021 - Apr 2024 |
-7.23%
Sep 2018 - Sep 2023 |
-0.64%
Mar 2015 - Mar 2025 |
5.58%
Mar 2010 - Mar 2025 |
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 |
9.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart