Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGYX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS I) | 3.04% | 10.43% | 14.22% | -2.58% | 3.27% | 6.36% | 5.32% | … | … |
Data as of 06/04/2026, Common starting date is 11/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGYX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS I) | 11/20/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 10.43 | 14.22 | -2.58 | 3.27 | 6.36 | 5.32 | … | … | 3.04 | 13.79 | 12.38 | 24.38 | -33.15 | -11.78 | 3.17 | 24.65 | -7.64 | 14.59 | 6.06 | -4.14 | 14.87 | 45.10 | 19.01 | 1.91 | 24.35 | 33.25 | -42.11 | 1.67 | 8.45 | 13.02 | 11.06 | 37.14 | -32.46 | -4.66 | 19.47 | 62.61 | 12.54 |
| Sharpe Ratio | NA | 0.61 | 0.61 | -0.21 | 0.08 | NA | NA | … | … | 0.24 | 0.47 | 0.55 | 1.31 | -1.13 | -0.43 | 0.08 | 1.60 | -0.47 | 1.41 | 0.33 | -0.24 | 1.04 | 3.25 | 1.26 | 0.07 | 1.20 | 1.14 | -1.00 | -0.09 | 0.37 | 0.87 | 0.71 | 1.84 | -1.06 | -0.26 | 0.45 | 2.55 | 7.80 |
| Standard Deviation(%) | NA | 17.09 | 19.01 | 23.56 | 22.72 | NA | NA | … | … | 19.51 | 23.46 | 15.81 | 15.95 | 30.64 | 27.70 | 37.70 | 14.51 | 19.41 | 9.91 | 17.70 | 17.09 | 14.30 | 13.87 | 15.15 | 26.53 | 20.22 | 28.98 | 43.00 | 17.10 | 13.67 | 12.40 | 14.23 | 19.84 | 31.83 | 27.49 | 33.80 | 23.27 | 25.35 |
| Draw Down(%) | NA | 14.52 | 23.69 | 49.43 | 49.43 | NA | NA | … | … | 12.61 | 23.69 | 11.02 | 14.04 | 34.94 | 26.77 | 32.65 | 8.71 | 22.29 | 5.67 | 14.15 | 17.33 | 10.18 | 5.99 | 10.21 | 24.43 | 17.00 | 24.96 | 52.94 | 11.98 | 11.62 | 8.35 | 14.96 | 12.64 | 41.92 | 30.24 | 21.93 | 11.87 | 4.52 |
| Yield(%) | 0.00 | 14.48 | 13.81 | 4.88 | 6.37 | 7.97 | 6.69 | … | … | 0.00 | 15.35 | 15.00 | 12.26 | 0.00 | 0.00 | 0.39 | 12.63 | 13.75 | 6.07 | 4.71 | 3.42 | 2.06 | 1.02 | 3.16 | 2.19 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGYX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS I) |
-19.23%
Feb 2006 – Feb 2009 |
-8.39%
Feb 2004 – Feb 2009 |
-1.94%
Aug 2000 – Aug 2010 |
3.11%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGYX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS I) |
30.14%
Sep 2011 – Sep 2014 |
29.27%
Feb 2009 – Feb 2014 |
16.71%
Feb 2009 – Feb 2019 |
10.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart