Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SASMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS A) | 4.15% | 11.43% | 6.33% | 2.92% | 7.41% | 11.16% | 8.33% | 7.60% |
Data as of 07/03/2025, AR inception is 08/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SASMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS A) | 08/06/1999 | 07/03/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 11.43 | 6.33 | 2.92 | 7.41 | 11.16 | 8.33 | 7.60 | 4.15 | -3.58 | 8.15 | -28.82 | -0.30 | 33.57 | 25.31 | 3.77 | 24.95 | 5.76 | -4.83 | 3.29 | 45.05 | 18.89 | 0.52 | 25.24 | 42.22 | -40.86 | 9.68 | 12.41 | 4.83 | 15.24 | 50.95 | -32.96 | -6.61 | -17.41 | 38.62 |
| Sharpe Ratio | NA | 0.21 | 0.17 | 0.04 | 0.22 | NA | NA | 0.24 | -0.08 | -0.47 | 0.20 | -0.90 | -0.01 | 0.87 | 1.47 | 0.12 | 1.93 | 0.28 | -0.28 | 0.18 | 3.17 | 1.10 | 0.02 | 1.23 | 1.46 | -1.03 | 0.39 | 0.66 | 0.21 | 0.81 | 2.65 | -1.22 | -0.36 | -0.50 | 6.07 |
| Standard Deviation(%) | NA | 25.66 | 23.78 | 24.86 | 23.89 | NA | NA | 24.22 | 29.97 | 21.52 | 19.86 | 33.80 | 23.92 | 38.17 | 16.23 | 20.78 | 12.64 | 19.70 | 17.15 | 17.80 | 14.20 | 17.22 | 30.43 | 20.40 | 28.90 | 40.59 | 17.17 | 13.92 | 12.68 | 17.74 | 18.97 | 27.85 | 25.18 | 42.64 | 19.89 |
| Draw Down(%) | NA | 26.47 | 26.47 | 42.19 | 42.19 | NA | NA | 66.90 | 26.25 | 15.73 | 24.22 | 36.08 | 22.16 | 37.98 | 9.91 | 27.93 | 6.72 | 22.20 | 16.34 | 16.48 | 5.13 | 13.28 | 27.29 | 15.95 | 20.83 | 52.85 | 11.65 | 18.07 | 10.26 | 20.11 | 15.60 | 43.85 | 31.25 | 43.32 | 6.78 |
| Yield(%) | 0.00 | 8.44 | 3.18 | 4.53 | 6.41 | 10.52 | 7.58 | 7.63 | 0.00 | 8.32 | 0.47 | 0.00 | 11.96 | 0.00 | 8.88 | 14.10 | 4.24 | 3.18 | 1.19 | 3.91 | 3.52 | 2.36 | 0.00 | 0.00 | 0.00 | 2.71 | 5.54 | 4.82 | 8.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 08/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS A) |
-26.32%
Feb 2000 - Feb 2003 |
-6.75%
Feb 2000 - Feb 2005 |
-2.31%
Feb 2000 - Feb 2010 |
3.86%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS A) |
32.07%
Feb 2009 - Feb 2012 |
29.21%
Feb 2009 - Feb 2014 |
18.36%
Feb 2009 - Feb 2019 |
13.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart