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SBMAX: CLEARBRIDGE MID CAP FUND CLASS A (MUTUAL FUND)
Basic Info 32.75 0.35(1.06%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 09/14/1998 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.56% |
| Expenses | 1.15% |
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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 | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 0.9 | 5.3 | 8.8 | -1.9 | 5.0 | 6.7 | 6.4 | 8.0 | 4.2 | 9.8 | 13.5 | -28.6 | 13.3 | 7.9 | 32.8 | -12.9 | 12.7 | 8.4 | 2.3 | 7.8 | 37.2 | 18.2 | -3.7 | 22.1 | 34.3 | -35.7 | 7.0 | 14.2 | 7.9 | 10.0 | 29.7 | -19.3 | -10.6 | 18.6 | 29.6 | 35.8 |
| Sharpe Ratio | NA | -0.02 | 0.19 | 0.32 | -0.21 | 0.16 | NA | NA | 0.3 | 0.06 | 0.4 | 0.58 | -1.07 | 0.63 | 0.2 | 2.28 | -0.88 | 1.43 | 0.53 | 0.15 | 0.61 | 3.0 | 1.18 | -0.13 | 1.08 | 1.19 | -0.94 | 0.24 | 0.92 | 0.47 | 0.66 | 1.72 | -0.81 | -0.55 | 0.49 | 1.45 | 6.12 |
| Draw Down(%) | NA | 10.3 | 10.3 | 23.6 | 40.2 | 40.2 | NA | NA | 52.4 | 23.2 | 9.6 | 14.3 | 31.0 | 17.5 | 39.9 | 7.4 | 21.8 | 5.4 | 15.7 | 11.4 | 10.8 | 5.8 | 13.9 | 28.1 | 16.3 | 24.4 | 49.5 | 11.8 | 10.9 | 8.8 | 12.7 | 12.4 | 29.6 | 30.6 | 21.6 | 12.1 | 19.5 |
| Standard Deviation(%) | NA | 16.5 | 14.4 | 17.3 | 20.8 | 20.9 | NA | NA | 21.3 | 20.5 | 15.3 | 17.1 | 28.2 | 21.3 | 38.0 | 13.8 | 16.2 | 8.4 | 15.5 | 14.9 | 12.9 | 12.4 | 15.5 | 28.8 | 20.3 | 28.8 | 39.0 | 16.3 | 11.8 | 11.9 | 13.8 | 16.8 | 25.2 | 24.1 | 29.4 | 18.1 | 28.2 |
| Treynor Ratio | NA | 0.0 | 0.03 | 0.05 | -0.04 | 0.03 | NA | NA | 0.07 | 0.01 | 0.05 | 0.09 | -0.28 | 0.12 | 0.08 | 0.3 | -0.15 | 0.12 | 0.08 | 0.02 | 0.08 | 0.39 | 0.18 | -0.04 | 0.24 | 0.39 | -0.42 | 0.04 | 0.12 | 0.06 | 0.09 | 0.28 | -0.21 | -0.13 | 0.16 | 0.29 | 1.56 |
| Alpha | NA | -0.07 | -0.04 | -0.03 | -0.04 | -0.02 | NA | NA | -0.01 | -0.03 | -0.02 | -0.01 | -0.04 | -0.04 | -0.03 | 0.0 | -0.02 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | -0.04 | -0.02 | -0.02 | -0.03 | 0.04 | 0.07 | 0.06 |
| Beta | NA | 1.1 | 1.07 | 1.11 | 1.09 | 1.04 | NA | NA | 0.97 | 1.12 | 1.15 | 1.07 | 1.06 | 1.12 | 1.0 | 1.05 | 0.98 | 1.0 | 0.99 | 0.96 | 1.0 | 0.96 | 1.02 | 1.05 | 0.92 | 0.87 | 0.87 | 0.95 | 0.91 | 0.95 | 1.06 | 1.02 | 0.99 | 1.02 | 0.9 | 0.9 | 1.11 |
| RSquared | NA | 0.87 | 0.86 | 0.91 | 0.87 | 0.91 | NA | NA | 0.92 | 0.93 | 0.9 | 0.93 | 0.94 | 0.65 | 0.95 | 0.95 | 0.96 | 0.87 | 0.94 | 0.96 | 0.94 | 0.94 | 0.95 | 0.98 | 0.97 | 0.98 | 0.98 | 0.94 | 0.94 | 0.94 | 0.94 | 0.96 | 0.96 | 0.93 | 0.78 | 0.71 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 8.9 | 2.0 | 0.0 | 0.0 | 0.0 | 9.6 | 3.8 | 6.8 | 1.4 | 4.9 | 4.1 | 10.2 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 11.2 | 14.6 | 13.2 | 0.0 | 0.0 | 0.0 | 0.0 | 7.6 | 3.6 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -2.0 | 384.3 | N/A | N/A | N/A | -100.0 | 111.4 | -42.0 | 446.4 | -73.0 | 25.4 | -51.4 | 125.5 | N/A | N/A | N/A | N/A | -100.0 | -24.6 | 6.5 | N/A | N/A | N/A | N/A | -100.0 | 165.9 | 9133.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/1998
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