Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) | 9.24% | 25.18% | 10.85% | 0.34% | 6.98% | 7.43% | 4.37% | … | … |
Data as of 06/05/2026, Common starting date is 07/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) | 07/24/2001 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 25.18 | 10.85 | 0.34 | 6.98 | 7.43 | 4.37 | … | … | 9.24 | 6.15 | 7.47 | 16.93 | -20.90 | 7.10 | 3.09 | 30.46 | -9.26 | 11.59 | 27.35 | -4.51 | 7.17 | 35.68 | 19.02 | -16.76 | 19.85 | 79.59 | -53.95 | -13.31 | -8.94 | -1.72 | 6.42 | 52.10 | -10.90 | 2.54 |
| Sharpe Ratio | NA | 1.30 | 0.39 | -0.09 | 0.24 | NA | NA | … | … | 1.19 | 0.15 | 0.21 | 0.70 | -0.84 | 0.32 | 0.06 | 1.75 | -0.62 | 0.96 | 1.57 | -0.30 | 0.52 | 2.76 | 1.14 | -0.54 | 0.85 | 1.99 | -1.03 | -0.73 | -0.62 | -0.26 | 0.31 | 2.45 | -0.41 | 0.15 |
| Standard Deviation(%) | NA | 17.27 | 19.28 | 21.65 | 23.06 | NA | NA | … | … | 17.19 | 22.15 | 17.95 | 19.21 | 26.73 | 22.47 | 44.16 | 16.54 | 17.32 | 11.47 | 17.30 | 15.27 | 13.75 | 12.93 | 16.77 | 30.96 | 23.26 | 39.87 | 53.20 | 22.51 | 19.85 | 15.31 | 17.48 | 20.96 | 29.48 | 28.99 |
| Draw Down(%) | NA | 9.96 | 26.16 | 36.60 | 47.06 | NA | NA | … | … | 9.96 | 23.68 | 8.96 | 16.11 | 27.08 | 19.45 | 47.06 | 11.85 | 24.66 | 6.29 | 14.48 | 13.26 | 11.02 | 5.40 | 11.94 | 33.85 | 19.57 | 31.28 | 66.19 | 28.15 | 22.95 | 10.70 | 16.31 | 17.18 | 32.28 | 27.02 |
| Yield(%) | 0.00 | 6.72 | 4.28 | 1.92 | 3.63 | 4.80 | 2.89 | … | … | 0.00 | 6.24 | 4.21 | 1.48 | 0.00 | 0.00 | 0.12 | 3.35 | 7.31 | 4.78 | 2.90 | 3.66 | 14.07 | 6.60 | 2.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) |
-32.96%
Feb 2006 – Feb 2009 |
-20.62%
Feb 2004 – Feb 2009 |
-0.79%
Dec 2001 – Dec 2011 |
0.94%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGASX (CLEARBRIDGE SMALL CAP FUND CLASS FI) |
33.43%
Feb 2009 – Feb 2012 |
28.09%
Feb 2009 – Feb 2014 |
18.17%
Feb 2009 – Feb 2019 |
12.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart