Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBMLX (CLEARBRIDGE MID CAP FUND CLASS C) | 1.67% | 5.62% | 8.45% | 1.05% | 6.95% | 7.88% | 7.00% | … | … |
Data as of 06/04/2026, Common starting date is 09/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBMLX (CLEARBRIDGE MID CAP FUND CLASS C) | 09/14/1998 | 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 (%) | 0.20 | 5.62 | 8.45 | 1.05 | 6.95 | 7.88 | 7.00 | … | … | 1.67 | 3.51 | 8.94 | 12.70 | -25.69 | 27.37 | 15.45 | 31.92 | -13.49 | 11.90 | 7.65 | 1.54 | 7.04 | 36.26 | 17.34 | -4.34 | 21.54 | 33.25 | -36.16 | 6.31 | 13.34 | 6.98 | 9.20 | 28.77 | -19.88 | -11.24 | 9.20 | 24.59 | 35.46 |
| Sharpe Ratio | NA | 0.28 | 0.32 | -0.07 | 0.26 | NA | NA | … | … | 0.05 | 0.03 | 0.35 | 0.53 | -0.97 | 1.67 | 0.40 | 2.21 | -0.92 | 1.35 | 0.48 | 0.10 | 0.54 | 2.92 | 1.12 | -0.15 | 1.05 | 1.15 | -0.95 | 0.19 | 0.85 | 0.40 | 0.60 | 1.67 | -0.83 | -0.58 | 0.17 | 1.18 | 6.05 |
| Standard Deviation(%) | NA | 14.34 | 17.30 | 19.83 | 20.38 | NA | NA | … | … | 16.81 | 20.53 | 15.16 | 17.07 | 28.02 | 16.36 | 37.58 | 13.75 | 16.25 | 8.39 | 15.52 | 14.87 | 12.92 | 12.40 | 15.54 | 28.76 | 20.37 | 28.80 | 39.10 | 16.28 | 11.77 | 11.90 | 13.76 | 16.76 | 25.25 | 24.11 | 29.18 | 18.01 | 28.18 |
| Draw Down(%) | NA | 10.39 | 23.85 | 32.01 | 39.91 | NA | NA | … | … | 10.39 | 23.30 | 9.86 | 14.68 | 31.33 | 6.82 | 39.91 | 7.47 | 21.98 | 5.43 | 15.74 | 11.57 | 10.97 | 5.87 | 13.97 | 28.30 | 16.14 | 24.62 | 49.73 | 11.84 | 10.97 | 8.92 | 13.13 | 12.48 | 29.91 | 30.88 | 22.92 | 12.49 | 19.57 |
| Yield(%) | 0.00 | 13.30 | 10.27 | 8.28 | 9.21 | 9.69 | 8.22 | … | … | 0.00 | 13.23 | 13.07 | 2.98 | 5.01 | 19.74 | 10.13 | 11.57 | 4.48 | 8.31 | 1.47 | 5.82 | 4.78 | 11.73 | 5.74 | 0.00 | 0.00 | 0.00 | 0.00 | 12.15 | 15.53 | 13.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMLX (CLEARBRIDGE MID CAP FUND CLASS C) |
-13.99%
Feb 2006 – Feb 2009 |
-5.14%
Feb 2004 – Feb 2009 |
-1.07%
Aug 2000 – Aug 2010 |
4.12%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMLX (CLEARBRIDGE MID CAP FUND CLASS C) |
26.12%
Feb 2009 – Feb 2012 |
23.82%
Feb 2009 – Feb 2014 |
14.13%
Feb 2009 – Feb 2019 |
11.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart