Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SBPYX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I) | 3.18% | 10.59% | 6.24% | 3.35% | 7.61% | 11.44% | 8.26% | 8.69% |
Data as of 07/02/2025, AR inception is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBPYX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I) | 01/25/2005 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 10.59 | 6.24 | 3.35 | 7.61 | 11.44 | 8.26 | 8.69 | 3.18 | -2.52 | 8.54 | -28.64 | 1.05 | 34.77 | 25.67 | 4.09 | 25.28 | 6.14 | -4.50 | 3.62 | 45.60 | 19.39 | 1.02 | 25.85 | 42.97 | -40.53 | 10.03 | 12.89 | 3.94 |
| Sharpe Ratio | NA | 0.26 | 0.10 | 0.09 | 0.25 | NA | NA | 0.31 | 0.09 | -0.43 | 0.22 | -0.89 | 0.04 | 0.90 | 1.50 | 0.13 | 1.96 | 0.30 | -0.26 | 0.20 | 3.21 | 1.13 | 0.03 | 1.26 | 1.51 | -1.02 | 0.41 | 0.69 | 0.14 |
| Standard Deviation(%) | NA | 25.70 | 23.62 | 24.77 | 23.87 | NA | NA | 23.32 | 29.51 | 21.18 | 19.85 | 33.80 | 23.49 | 38.06 | 16.21 | 20.77 | 12.63 | 19.58 | 17.17 | 17.82 | 14.19 | 17.24 | 30.47 | 20.42 | 28.38 | 40.66 | 17.19 | 13.94 | 14.08 |
| Draw Down(%) | NA | 26.40 | 26.40 | 41.88 | 41.88 | NA | NA | 54.64 | 26.23 | 15.00 | 24.06 | 35.99 | 21.27 | 37.98 | 9.86 | 27.84 | 6.69 | 22.17 | 16.31 | 16.41 | 5.10 | 13.20 | 27.20 | 15.87 | 20.74 | 52.77 | 11.64 | 17.98 | 8.76 |
| Yield(%) | 0.00 | 7.54 | 2.86 | 4.21 | 6.06 | 10.19 | 7.16 | 7.75 | 0.00 | 7.44 | 0.42 | 0.00 | 10.91 | 0.00 | 8.24 | 13.24 | 4.00 | 3.01 | 1.13 | 3.75 | 3.39 | 2.28 | 0.00 | 0.00 | 0.00 | 2.68 | 5.49 | 4.79 | 0.00 |
Data as of 07/02/2025, AR inception is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBPYX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I) |
-15.43%
Feb 2006 - Feb 2009 |
-0.42%
Aug 2005 - Aug 2010 |
5.79%
Oct 2013 - Oct 2023 |
7.99%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBPYX (CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I) |
32.71%
Feb 2009 - Feb 2012 |
29.79%
Feb 2009 - Feb 2014 |
18.82%
Feb 2009 - Feb 2019 |
14.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart