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SASMX: CLEARBRIDGE SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 33.9 1.24(3.53%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 08/06/1999 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 19.14% |
| Expenses | 0.90% |
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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 | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.2 | 8.5 | 19.4 | 9.7 | -0.2 | 9.9 | 9.6 | 8.6 | 7.7 | 9.5 | 4.0 | 8.6 | -28.8 | 12.1 | 33.6 | 25.3 | 3.8 | 25.0 | 5.8 | -4.8 | 3.3 | 45.0 | 18.9 | 0.5 | 25.2 | 42.2 | -40.9 | 9.7 | 12.4 | 4.8 | 15.2 | 51.0 | -33.0 | -6.6 | -17.4 | 38.6 |
| Sharpe Ratio | NA | 1.27 | 1.18 | 0.39 | -0.08 | 0.36 | NA | NA | 0.26 | 0.27 | 0.02 | 0.25 | -0.9 | 0.55 | 0.87 | 1.47 | 0.12 | 1.93 | 0.28 | -0.28 | 0.18 | 3.17 | 1.1 | 0.02 | 1.23 | 1.46 | -1.03 | 0.38 | 0.65 | 0.2 | 0.8 | 2.65 | -1.22 | -0.37 | -0.51 | 6.06 |
| Draw Down(%) | NA | 13.8 | 13.8 | 26.5 | 42.2 | 42.2 | NA | NA | 66.9 | 26.3 | 11.5 | 24.2 | 36.1 | 12.7 | 38.0 | 9.9 | 27.9 | 6.7 | 22.2 | 16.3 | 16.5 | 5.1 | 13.3 | 27.3 | 16.0 | 20.8 | 52.8 | 11.7 | 18.1 | 10.3 | 20.1 | 15.6 | 43.9 | 31.2 | 43.3 | 6.8 |
| Standard Deviation(%) | NA | 23.6 | 20.3 | 21.7 | 24.3 | 23.9 | NA | NA | 24.1 | 24.4 | 20.0 | 19.9 | 33.8 | 21.8 | 38.2 | 16.2 | 20.8 | 12.6 | 19.7 | 17.2 | 17.8 | 14.2 | 17.2 | 30.4 | 20.4 | 28.9 | 40.6 | 17.2 | 13.9 | 12.7 | 17.7 | 19.0 | 27.9 | 25.2 | 42.6 | 19.9 |
| Treynor Ratio | NA | 0.29 | 0.24 | 0.09 | -0.02 | 0.09 | NA | NA | 0.07 | 0.07 | 0.0 | 0.05 | -0.3 | 0.12 | 0.34 | 0.24 | 0.02 | 0.21 | 0.05 | -0.05 | 0.03 | 0.47 | 0.19 | 0.01 | 0.3 | 0.49 | -0.45 | 0.07 | 0.11 | 0.03 | 0.15 | 0.54 | -0.34 | -0.1 | -0.24 | 1.23 |
| Alpha | NA | -0.05 | -0.02 | -0.02 | -0.02 | 0.0 | NA | NA | -0.01 | 0.01 | -0.04 | -0.04 | 0.0 | 0.02 | 0.0 | -0.02 | 0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.03 | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.03 | -0.09 | -0.02 | -0.05 | 0.13 |
| Beta | NA | 1.03 | 0.99 | 0.99 | 1.01 | 1.01 | NA | NA | 0.95 | 0.98 | 1.02 | 0.99 | 1.02 | 1.02 | 0.98 | 0.99 | 1.05 | 1.16 | 1.08 | 1.03 | 1.09 | 0.95 | 0.98 | 0.93 | 0.84 | 0.86 | 0.92 | 0.91 | 0.79 | 0.81 | 0.93 | 0.94 | 1.0 | 0.94 | 0.9 | 0.98 |
| RSquared | NA | 0.93 | 0.9 | 0.93 | 0.95 | 0.94 | NA | NA | 0.89 | 0.93 | 0.91 | 0.94 | 0.98 | 0.95 | 0.94 | 0.93 | 0.95 | 0.89 | 0.92 | 0.92 | 0.92 | 0.92 | 0.95 | 0.98 | 0.97 | 0.96 | 0.97 | 0.94 | 0.92 | 0.9 | 0.94 | 0.92 | 0.81 | 0.9 | 0.6 | 0.59 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 18.5 | 8.3 | 0.5 | 0.0 | 12.0 | 0.0 | 8.9 | 14.1 | 4.2 | 3.2 | 1.2 | 3.9 | 3.5 | 2.4 | 0.0 | 0.0 | 0.0 | 2.7 | 5.5 | 4.8 | 8.3 | 0.0 | 0.0 | 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 | N/A | 118.1 | 1800.7 | N/A | -100.0 | N/A | -100.0 | -43.6 | 301.4 | 42.0 | 145.9 | -69.6 | 51.0 | 77.1 | N/A | N/A | N/A | -100.0 | -50.0 | 22.3 | -42.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1998
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