Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGCX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS C) | 2.59% | 9.31% | 13.17% | 2.64% | 7.10% | 8.60% | 6.71% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGCX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS C) | 06/21/1996 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 9.31 | 13.17 | 2.64 | 7.10 | 8.60 | 6.71 | … | … | 2.59 | 12.64 | 10.98 | 23.75 | -25.90 | 6.23 | 19.04 | 23.43 | -8.53 | 13.41 | 5.01 | -5.10 | 13.70 | 43.65 | 17.80 | 0.86 | 23.36 | 31.86 | -42.72 | 0.58 | 7.30 | 11.75 | 9.79 | 35.59 | -33.25 | -5.72 | 18.17 | 62.54 | 34.13 | 27.71 | 3.61 |
| Sharpe Ratio | NA | 0.54 | 0.56 | 0.01 | 0.27 | NA | NA | … | … | 0.18 | 0.42 | 0.46 | 1.26 | -0.95 | 0.37 | 0.53 | 1.51 | -0.51 | 1.29 | 0.27 | -0.30 | 0.96 | 3.14 | 1.18 | 0.03 | 1.15 | 1.10 | -1.01 | -0.15 | 0.28 | 0.76 | 0.62 | 1.76 | -1.08 | -0.30 | 0.41 | 2.53 | 1.16 | 1.13 | 0.19 |
| Standard Deviation(%) | NA | 17.10 | 19.03 | 20.90 | 20.93 | NA | NA | … | … | 19.51 | 23.46 | 15.83 | 16.03 | 28.84 | 16.82 | 35.10 | 14.51 | 19.41 | 9.91 | 17.71 | 17.10 | 14.31 | 13.87 | 15.15 | 26.52 | 20.22 | 28.98 | 42.99 | 17.11 | 13.68 | 12.40 | 14.23 | 19.85 | 31.84 | 27.50 | 33.80 | 23.34 | 26.37 | 21.19 | 17.72 |
| Draw Down(%) | NA | 14.89 | 23.81 | 34.26 | 34.26 | NA | NA | … | … | 12.80 | 23.81 | 11.08 | 14.24 | 30.38 | 10.99 | 32.71 | 8.78 | 22.57 | 5.73 | 14.24 | 17.76 | 10.29 | 6.06 | 10.37 | 24.62 | 16.95 | 25.08 | 53.39 | 12.14 | 11.82 | 8.53 | 15.38 | 12.74 | 42.43 | 30.74 | 22.10 | 11.98 | 27.54 | 17.31 | 15.82 |
| Yield(%) | 0.00 | 58.82 | 33.34 | 16.61 | 13.56 | 14.88 | 11.87 | … | … | 0.00 | 62.10 | 43.36 | 28.80 | 17.27 | 33.12 | 24.81 | 17.49 | 18.28 | 7.49 | 5.43 | 4.41 | 2.62 | 1.28 | 3.90 | 2.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.49 | 2.36 | 6.47 | 2.69 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGCX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS C) |
-20.09%
Feb 2006 – Feb 2009 |
-9.39%
Feb 2004 – Feb 2009 |
-3.00%
Aug 2000 – Aug 2010 |
3.46%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGCX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS C) |
48.26%
Mar 1997 – Mar 2000 |
30.74%
Jul 1996 – Jul 2001 |
15.55%
Feb 2009 – Feb 2019 |
12.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart