Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCSMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS C) | 12.15% | 23.41% | 10.49% | -0.12% | 8.96% | 9.04% | 7.46% | … | … |
Data as of 06/04/2026, Common starting date is 08/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCSMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS C) | 08/06/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 23.41 | 10.49 | -0.12 | 8.96 | 9.04 | 7.46 | … | … | 12.15 | 8.80 | 3.20 | 7.88 | -29.40 | 11.39 | 29.27 | 24.50 | 2.93 | 24.04 | 5.01 | -5.45 | 2.53 | 44.00 | 17.84 | -0.33 | 24.22 | 40.97 | -41.58 | 7.77 | 6.23 | -4.71 | 14.26 | 49.71 | -33.36 | -7.35 | -18.54 | 38.20 |
| Sharpe Ratio | NA | 1.14 | 0.35 | -0.11 | 0.32 | NA | NA | … | … | 1.22 | 0.24 | -0.02 | 0.21 | -0.92 | 0.52 | 0.75 | 1.42 | 0.07 | 1.86 | 0.24 | -0.32 | 0.14 | 3.10 | 1.04 | -0.01 | 1.18 | 1.41 | -1.04 | 0.27 | 0.19 | -0.48 | 0.75 | 2.59 | -1.24 | -0.40 | -0.53 | 6.00 |
| Standard Deviation(%) | NA | 20.43 | 21.72 | 24.34 | 23.95 | NA | NA | … | … | 23.61 | 24.43 | 19.80 | 19.91 | 33.80 | 21.77 | 38.72 | 16.22 | 20.77 | 12.65 | 19.72 | 17.15 | 17.84 | 14.19 | 17.28 | 30.36 | 20.41 | 28.93 | 40.70 | 17.29 | 14.72 | 14.42 | 17.76 | 18.93 | 27.80 | 25.13 | 42.91 | 19.82 |
| Draw Down(%) | NA | 14.01 | 26.70 | 42.97 | 42.97 | NA | NA | … | … | 14.01 | 26.34 | 11.50 | 24.61 | 36.33 | 12.81 | 38.02 | 10.00 | 28.14 | 6.77 | 22.29 | 16.51 | 16.57 | 5.15 | 13.47 | 27.44 | 16.02 | 20.93 | 53.18 | 11.69 | 18.35 | 10.44 | 20.34 | 15.78 | 44.10 | 31.38 | 43.96 | 6.85 |
| Yield(%) | 0.00 | 29.09 | 13.91 | 8.23 | 11.20 | 11.41 | 9.50 | … | … | 0.00 | 28.64 | 12.30 | 0.69 | 0.00 | 16.44 | 0.00 | 11.46 | 17.41 | 5.15 | 3.81 | 1.42 | 4.59 | 4.08 | 2.70 | 0.00 | 0.00 | 0.00 | 2.98 | 4.99 | 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 08/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS C) |
-27.00%
Feb 2000 – Feb 2003 |
-9.14%
Feb 2004 – Feb 2009 |
-4.57%
Feb 2000 – Feb 2010 |
1.99%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSMX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS C) |
30.89%
Feb 2009 – Feb 2012 |
28.12%
Feb 2009 – Feb 2014 |
17.43%
Feb 2009 – Feb 2019 |
12.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart