Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBYX (CLEARBRIDGE MID CAP FUND CLASS I) | 2.12% | 6.68% | 9.55% | 2.91% | 7.77% | 8.82% | 7.99% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBYX (CLEARBRIDGE MID CAP FUND CLASS I) | 12/17/1998 | 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 (%) | 0.18 | 6.68 | 9.55 | 2.91 | 7.77 | 8.82 | 7.99 | … | … | 2.12 | 4.55 | 10.10 | 13.84 | -27.95 | 39.53 | 9.20 | 33.23 | -12.62 | 13.06 | 8.82 | 2.58 | 8.21 | 37.72 | 18.65 | -3.28 | 22.52 | 34.82 | -35.34 | 7.59 | 14.62 | 7.89 | 10.55 | 30.32 | -18.97 | -10.23 | 10.55 | 26.02 | 12.28 |
| Sharpe Ratio | NA | 0.36 | 0.39 | 0.02 | 0.28 | NA | NA | … | … | 0.12 | 0.08 | 0.43 | 0.60 | -1.05 | 1.39 | 0.24 | 2.31 | -0.86 | 1.48 | 0.55 | 0.17 | 0.63 | 3.04 | 1.21 | -0.12 | 1.10 | 1.21 | -0.92 | 0.27 | 0.95 | 0.47 | 0.70 | 1.76 | -0.80 | -0.53 | 0.22 | 1.26 | 134.75 |
| Standard Deviation(%) | NA | 14.34 | 17.30 | 22.44 | 21.73 | NA | NA | … | … | 16.78 | 20.54 | 15.18 | 17.04 | 28.10 | 28.46 | 37.87 | 13.74 | 16.26 | 8.40 | 15.56 | 14.85 | 12.91 | 12.41 | 15.55 | 28.77 | 20.40 | 28.81 | 39.12 | 16.26 | 11.79 | 11.87 | 13.73 | 16.80 | 25.23 | 24.09 | 29.15 | 18.01 | 18.26 |
| Draw Down(%) | NA | 10.30 | 23.52 | 30.85 | 39.87 | NA | NA | … | … | 10.30 | 23.11 | 9.53 | 14.23 | 30.84 | 16.10 | 39.87 | 7.41 | 21.77 | 5.35 | 15.64 | 11.33 | 10.72 | 5.78 | 13.81 | 27.98 | 16.33 | 24.40 | 49.40 | 11.73 | 10.77 | 8.79 | 12.54 | 12.26 | 29.43 | 30.40 | 22.61 | 12.23 | 0.00 |
| Yield(%) | 0.00 | 7.37 | 6.23 | 6.04 | 6.71 | 7.91 | 7.34 | … | … | 0.00 | 7.37 | 7.83 | 1.86 | 0.15 | 19.56 | 0.01 | 8.89 | 3.66 | 6.26 | 1.59 | 4.49 | 3.77 | 9.53 | 4.91 | 0.00 | 0.00 | 0.00 | 0.00 | 10.80 | 14.17 | 12.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 |
Data as of 06/04/2026, Common starting date is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBYX (CLEARBRIDGE MID CAP FUND CLASS I) |
-12.95%
Feb 2006 – Feb 2009 |
-4.06%
Feb 2004 – Feb 2009 |
0.05%
Aug 2000 – Aug 2010 |
5.29%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBYX (CLEARBRIDGE MID CAP FUND CLASS I) |
27.42%
Feb 2009 – Feb 2012 |
25.13%
Feb 2009 – Feb 2014 |
15.33%
Feb 2009 – Feb 2019 |
12.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart