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LMPRX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 81.73 1.91(2.28%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 01/10/2007 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 22.03% |
| Expenses | 1.24% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | 0.4 | 7.4 | 12.7 | 2.8 | 7.5 | 8.8 | 7.0 | 13.1 | 11.7 | 23.8 | -25.6 | 6.9 | 19.4 | 23.9 | -8.2 | 13.9 | 5.4 | -4.7 | 14.2 | 44.3 | 18.3 | 1.3 | 23.6 | 32.6 | -42.5 | 0.6 |
| Sharpe Ratio | NA | 0.21 | 0.57 | 0.58 | 0.03 | 0.29 | NA | 0.27 | 0.44 | 0.51 | 1.27 | -0.94 | 0.41 | 0.54 | 1.55 | -0.5 | 1.34 | 0.29 | -0.28 | 0.99 | 3.19 | 1.21 | 0.05 | 1.16 | 1.12 | -1.01 | -0.14 |
| Draw Down(%) | NA | 12.7 | 14.7 | 23.8 | 33.9 | 33.9 | NA | 57.3 | 23.8 | 11.1 | 14.2 | 30.3 | 10.7 | 32.7 | 8.8 | 22.4 | 5.7 | 14.2 | 17.6 | 10.2 | 6.0 | 10.3 | 24.5 | 17.1 | 25.0 | 53.2 | 12.1 |
| Standard Deviation(%) | NA | 19.5 | 17.1 | 19.0 | 20.9 | 20.9 | NA | 22.2 | 23.5 | 15.9 | 16.0 | 28.8 | 16.8 | 35.1 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 43.0 | 17.3 |
| Treynor Ratio | NA | 0.04 | 0.11 | 0.13 | 0.01 | 0.08 | NA | 0.07 | 0.11 | 0.12 | 0.28 | -0.36 | 0.11 | 0.22 | 0.39 | -0.12 | 0.15 | 0.05 | -0.05 | 0.15 | 0.42 | 0.2 | 0.01 | 0.24 | 0.29 | -0.39 | -0.03 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.02 | -0.02 | NA | -0.01 | 0.0 | -0.04 | -0.03 | 0.03 | 0.0 | -0.08 | 0.0 | -0.04 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 0.91 | 0.89 | 0.82 | 0.77 | 0.78 | NA | 0.89 | 0.9 | 0.7 | 0.74 | 0.75 | 0.63 | 0.85 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 0.99 | 1.11 | 1.1 | 0.97 |
| RSquared | NA | 0.76 | 0.75 | 0.8 | 0.83 | 0.77 | NA | 0.82 | 0.9 | 0.71 | 0.76 | 0.92 | 0.65 | 0.76 | 0.52 | 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 | 22.7 | 20.8 | 15.8 | 10.6 | 23.3 | 18.7 | 13.8 | 15.0 | 6.2 | 4.6 | 3.8 | 2.3 | 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 | 40.3 | -5.5 | -61.1 | 21.1 | 48.3 | -27.6 | 154.0 | 40.5 | 10.9 | 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 12/29/2006
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