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LMPFX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS FI (MUTUAL FUND)
Basic Info 93.8 2.19(2.28%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 05/04/2007 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 19.74% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 0.5 | 7.6 | 13.1 | -4.5 | 2.0 | 5.2 | 4.0 | 13.5 | 12.0 | 24.2 | -35.1 | -15.2 | 0.6 | 24.3 | -7.9 | 14.2 | 5.7 | -4.4 | 14.6 | 44.5 | 18.5 | 1.4 | 23.8 | 32.7 | -42.2 | -3.9 |
| Sharpe Ratio | NA | -0.06 | 0.29 | 0.51 | -0.29 | 0.01 | NA | 0.13 | 0.45 | 0.53 | 1.31 | -1.16 | -0.5 | 0.01 | 1.56 | -0.48 | 1.37 | 0.31 | -0.26 | 1.02 | 3.21 | 1.23 | 0.05 | 1.17 | 1.13 | -1.0 | -0.46 |
| Draw Down(%) | NA | 12.7 | 14.6 | 23.7 | 52.7 | 52.7 | NA | 57.1 | 23.7 | 11.0 | 14.0 | 36.8 | 29.4 | 32.7 | 8.7 | 22.3 | 5.7 | 14.2 | 17.5 | 10.2 | 6.0 | 10.3 | 24.5 | 17.1 | 25.0 | 53.0 | 12.0 |
| Standard Deviation(%) | NA | 19.5 | 17.3 | 19.1 | 24.5 | 23.4 | NA | 23.6 | 23.5 | 15.8 | 15.9 | 31.6 | 30.7 | 38.6 | 14.6 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 43.0 | 18.8 |
| Treynor Ratio | NA | -0.01 | 0.06 | 0.12 | -0.09 | 0.0 | NA | 0.03 | 0.12 | 0.12 | 0.28 | -0.5 | -0.21 | 0.0 | 0.4 | -0.11 | 0.16 | 0.05 | -0.05 | 0.15 | 0.42 | 0.2 | 0.01 | 0.24 | 0.29 | -0.39 | -0.09 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.04 | -0.04 | NA | -0.02 | 0.0 | -0.04 | -0.03 | -0.03 | -0.09 | -0.14 | 0.0 | -0.04 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | -0.02 | 0.0 | -0.05 |
| Beta | NA | 0.89 | 0.88 | 0.82 | 0.78 | 0.78 | NA | 0.89 | 0.9 | 0.71 | 0.73 | 0.73 | 0.74 | 0.84 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 0.99 | 1.11 | 1.1 | 0.98 |
| RSquared | NA | 0.77 | 0.76 | 0.81 | 0.66 | 0.65 | NA | 0.75 | 0.9 | 0.75 | 0.75 | 0.75 | 0.32 | 0.64 | 0.5 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.91 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 20.4 | 19.1 | 14.9 | 0.0 | 0.0 | 0.1 | 13.7 | 14.8 | 6.2 | 4.8 | 3.7 | 2.2 | 1.1 | 3.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.8 | 38.0 | N/A | N/A | -100.0 | -99.0 | -26.7 | 153.8 | 34.1 | 17.6 | 88.5 | 181.0 | -62.3 | 45.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2007
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