Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIRX (CLEARBRIDGE MID CAP FUND CLASS IS) | 1.46% | 6.10% | 9.40% | -0.75% | 5.87% | 7.41% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIRX (CLEARBRIDGE MID CAP FUND CLASS IS) | 08/14/2008 | 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 6.10 | 9.40 | -0.75 | 5.87 | 7.41 | NA | … | … | 1.46 | 4.65 | 10.21 | 13.94 | -27.84 | 15.79 | 9.39 | 33.38 | -12.56 | 13.21 | 8.90 | 2.72 | 8.29 | 37.82 | 18.69 | -3.22 | 22.71 | 34.97 | -33.02 |
| Sharpe Ratio | NA | 0.37 | 0.40 | -0.15 | 0.21 | NA | NA | … | … | 0.13 | 0.09 | 0.43 | 0.61 | -1.04 | 0.78 | 0.24 | 2.32 | -0.86 | 1.50 | 0.56 | 0.18 | 0.64 | 3.05 | 1.21 | -0.11 | 1.09 | 1.21 | -1.14 |
| Standard Deviation(%) | NA | 14.32 | 17.28 | 20.54 | 20.76 | NA | NA | … | … | 16.73 | 20.51 | 15.17 | 17.03 | 28.10 | 20.20 | 37.81 | 13.75 | 16.24 | 8.39 | 15.50 | 14.85 | 12.87 | 12.38 | 15.54 | 28.78 | 20.72 | 28.81 | 57.23 |
| Draw Down(%) | NA | 10.27 | 23.49 | 38.28 | 39.85 | NA | NA | … | … | 10.27 | 23.09 | 9.52 | 14.22 | 30.77 | 15.99 | 39.85 | 7.40 | 21.75 | 5.34 | 15.65 | 11.29 | 10.69 | 5.79 | 13.81 | 28.01 | 16.26 | 24.40 | 47.20 |
| Yield(%) | 0.00 | 7.36 | 6.26 | 2.80 | 4.29 | 5.59 | 4.91 | … | … | 0.00 | 7.36 | 7.84 | 1.94 | 0.25 | 0.00 | 0.02 | 8.95 | 3.78 | 6.23 | 1.66 | 4.47 | 3.75 | 9.49 | 4.91 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LSIRX (CLEARBRIDGE MID CAP FUND CLASS IS) |
-7.07%
Oct 2021 – Oct 2024 |
-0.76%
Mar 2021 – Mar 2026 |
4.00%
Apr 2015 – Apr 2025 |
7.02%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIRX (CLEARBRIDGE MID CAP FUND CLASS IS) |
27.52%
Feb 2009 – Feb 2012 |
25.22%
Feb 2009 – Feb 2014 |
15.42%
Feb 2009 – Feb 2019 |
11.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart