Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHRAX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS A) | 2.93% | 10.35% | 13.92% | -3.74% | 2.17% | 5.29% | 4.49% | … | … |
Data as of 06/03/2026, Common starting date is 09/27/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHRAX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS A) | 09/27/1984 | 06/03/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.43 | 10.35 | 13.92 | -3.74 | 2.17 | 5.29 | 4.49 | … | … | 2.93 | 13.50 | 12.02 | 24.09 | -35.09 | -15.41 | 0.47 | 24.26 | -7.93 | 14.22 | 5.74 | -4.43 | 14.51 | 44.60 | 18.52 | 1.47 | 23.92 | 32.69 | -42.40 | 1.22 | 7.98 | 12.55 | 10.61 | 36.65 | -32.67 | -5.00 | 19.12 | 63.78 | 35.13 | 28.63 | 2.76 | 23.45 | -4.85 | 21.10 | 2.03 | 37.28 | -11.29 | 26.93 | 6.20 | -11.80 | 18.76 | 27.45 | -5.94 |
| Sharpe Ratio | NA | 0.34 | 0.53 | -0.29 | 0.02 | NA | NA | … | … | -0.19 | 0.45 | 0.53 | 1.29 | -1.16 | -0.50 | 0.01 | 1.57 | -0.48 | 1.37 | 0.31 | -0.26 | 1.01 | 3.21 | 1.23 | 0.05 | 1.18 | 1.13 | -1.01 | -0.11 | 0.34 | 0.83 | 0.68 | 1.81 | -1.06 | -0.28 | 0.44 | 2.60 | 1.20 | 1.17 | -0.05 | 1.14 | -0.47 | 1.09 | -0.03 | 1.54 | -0.72 | 1.14 | 0.07 | -0.33 | 0.75 | 1.52 | -1.97 |
| Standard Deviation(%) | NA | 16.98 | 19.00 | 24.60 | 23.42 | NA | NA | … | … | 19.35 | 23.49 | 15.82 | 15.96 | 31.62 | 30.91 | 38.62 | 14.51 | 19.41 | 9.91 | 17.70 | 17.09 | 14.30 | 13.88 | 15.15 | 26.53 | 20.22 | 28.97 | 43.00 | 17.10 | 13.67 | 12.41 | 14.23 | 19.83 | 31.84 | 27.50 | 33.80 | 23.24 | 26.37 | 21.18 | 16.39 | 17.06 | 16.98 | 17.34 | 18.39 | 21.51 | 23.39 | 18.38 | 18.99 | 47.81 | 19.10 | 14.47 | 14.05 |
| Draw Down(%) | NA | 14.59 | 23.73 | 52.80 | 52.80 | NA | NA | … | … | 12.66 | 23.73 | 11.04 | 14.10 | 36.83 | 29.58 | 32.67 | 8.73 | 22.34 | 5.69 | 14.17 | 17.46 | 10.21 | 6.02 | 10.27 | 24.52 | 17.01 | 25.02 | 53.15 | 12.04 | 11.70 | 8.41 | 15.12 | 12.66 | 42.07 | 30.41 | 21.98 | 11.90 | 27.29 | 17.22 | 21.68 | 15.34 | 17.93 | 17.01 | 22.87 | 13.14 | 32.49 | 14.72 | 16.63 | 50.69 | 20.80 | 14.47 | 8.97 |
| Yield(%) | 0.00 | 19.62 | 17.23 | 5.78 | 6.88 | 8.19 | 6.83 | … | … | 0.00 | 20.74 | 19.34 | 15.04 | 0.00 | 0.00 | 0.18 | 13.89 | 14.87 | 6.33 | 4.87 | 3.71 | 2.23 | 1.10 | 3.38 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 1.41 | 2.26 | 6.25 | 2.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 |
Data as of 06/03/2026, Common starting date is 09/27/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRAX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS A) |
-19.60%
Feb 2006 – Feb 2009 |
-9.37%
Sep 2018 – Sep 2023 |
-2.33%
Aug 2000 – Aug 2010 |
2.14%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRAX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS A) |
49.37%
Mar 1997 – Mar 2000 |
32.89%
Mar 1995 – Mar 2000 |
23.02%
Sep 1990 – Sep 2000 |
17.31%
Sep 1985 – Sep 2000 |
Annualized Rolling Returns Comparison Chart