Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCPX (CLEARBRIDGE MID CAP FUND CLASS 1) | 2.12% | 6.70% | 9.56% | 3.04% | 7.78% | 8.78% | 7.91% | … | … |
Data as of 06/04/2026, Common starting date is 04/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCPX (CLEARBRIDGE MID CAP FUND CLASS 1) | 04/30/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 6.70 | 9.56 | 3.04 | 7.78 | 8.78 | 7.91 | … | … | 2.12 | 4.54 | 10.12 | 13.89 | -28.20 | 40.88 | 8.67 | 33.25 | -12.64 | 13.08 | 8.77 | 2.57 | 8.00 | 37.33 | 18.49 | -3.41 | 22.24 | 34.65 | -35.50 | 7.32 | 14.38 | 7.95 | 10.19 | 30.71 | -18.51 | -4.96 |
| Sharpe Ratio | NA | 0.36 | 0.39 | 0.03 | 0.28 | NA | NA | … | … | 0.12 | 0.08 | 0.43 | 0.61 | -1.06 | 1.36 | 0.22 | 2.31 | -0.87 | 1.48 | 0.55 | 0.17 | 0.62 | 3.01 | 1.20 | -0.12 | 1.09 | 1.20 | -0.93 | 0.26 | 0.93 | 0.48 | 0.67 | 1.78 | -0.78 | -0.45 |
| Standard Deviation(%) | NA | 14.32 | 17.29 | 22.87 | 21.96 | NA | NA | … | … | 16.75 | 20.51 | 15.17 | 17.04 | 28.14 | 30.13 | 37.90 | 13.76 | 16.27 | 8.40 | 15.50 | 14.87 | 12.90 | 12.40 | 15.53 | 28.75 | 20.37 | 28.81 | 39.13 | 16.30 | 11.79 | 11.89 | 13.77 | 16.83 | 25.18 | 21.09 |
| Draw Down(%) | NA | 10.27 | 23.52 | 31.06 | 39.86 | NA | NA | … | … | 10.27 | 23.09 | 9.54 | 14.22 | 30.82 | 16.84 | 39.86 | 7.40 | 21.79 | 5.36 | 15.64 | 11.32 | 10.76 | 5.83 | 13.82 | 28.02 | 16.36 | 24.43 | 49.47 | 11.75 | 10.80 | 8.81 | 12.66 | 11.62 | 29.20 | 30.15 |
| Yield(%) | 0.00 | 8.12 | 6.82 | 6.52 | 7.12 | 8.24 | 7.52 | … | … | 0.00 | 8.11 | 8.58 | 2.06 | 0.20 | 21.07 | 0.01 | 9.52 | 3.91 | 6.63 | 1.64 | 4.74 | 3.96 | 9.95 | 5.09 | 0.00 | 0.00 | 0.00 | 0.00 | 11.09 | 14.49 | 13.18 | 0.00 | 0.77 | 0.98 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCPX (CLEARBRIDGE MID CAP FUND CLASS 1) |
-13.16%
Feb 2006 – Feb 2009 |
-4.25%
Feb 2004 – Feb 2009 |
4.78%
Dec 2001 – Dec 2011 |
6.61%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCPX (CLEARBRIDGE MID CAP FUND CLASS 1) |
27.22%
Feb 2009 – Feb 2012 |
24.90%
Feb 2009 – Feb 2014 |
15.19%
Feb 2009 – Feb 2019 |
12.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart