Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGBX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS B) | NA | 13.31% | 5.79% | 12.55% | 8.68% | 9.77% | 9.07% | … | … |
Data as of 02/12/2018, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGBX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS B) | 06/21/1996 | 02/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.31 | 5.79 | 12.55 | 8.68 | 9.77 | 9.07 | … | … | 8.17 | 12.99 | 4.54 | -5.38 | 13.39 | 43.23 | 17.39 | 0.46 | 23.42 | 31.25 | -42.84 | 0.35 | 7.09 | 11.64 | 9.72 | 35.48 | -33.03 | -5.78 | 18.18 | 62.39 | 34.04 | 27.55 | 3.61 |
| Sharpe Ratio | NA | 1.29 | 0.36 | 0.83 | 0.38 | NA | NA | … | … | 7.54 | 1.25 | 0.24 | -0.32 | 0.94 | 3.11 | 1.15 | 0.02 | 1.15 | 1.07 | -1.01 | -0.16 | 0.28 | 0.76 | 0.62 | 1.75 | -1.07 | -0.30 | 0.42 | 2.53 | 1.16 | 1.13 | 0.20 |
| Standard Deviation(%) | NA | 10.37 | 15.18 | 14.88 | 22.58 | NA | NA | … | … | 12.84 | 9.91 | 17.70 | 17.10 | 14.30 | 13.87 | 15.15 | 26.52 | 20.20 | 28.99 | 43.00 | 17.10 | 13.67 | 12.41 | 14.23 | 19.84 | 31.88 | 27.51 | 33.80 | 23.34 | 26.43 | 21.17 | 17.74 |
| Draw Down(%) | NA | 5.75 | 24.31 | 24.31 | 53.68 | NA | NA | … | … | 2.39 | 5.75 | 14.27 | 17.87 | 10.34 | 6.07 | 10.41 | 24.68 | 16.70 | 25.14 | 53.44 | 12.17 | 11.86 | 8.54 | 15.40 | 12.74 | 42.24 | 30.78 | 22.11 | 11.99 | 27.57 | 17.39 | 15.80 |
| Yield(%) | 0.00 | 7.37 | 5.44 | 5.75 | 4.11 | 4.82 | 5.12 | … | … | 0.00 | 7.83 | 5.64 | 4.55 | 2.69 | 1.32 | 3.98 | 2.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 1.49 | 2.36 | 6.48 | 2.69 |
Data as of 02/12/2018, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGBX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS B) |
-20.26%
Feb 2006 – Feb 2009 |
-9.54%
Feb 2004 – Feb 2009 |
-3.08%
Aug 2000 – Aug 2010 |
3.28%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGBX (CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS B) |
48.12%
Mar 1997 – Mar 2000 |
30.65%
Jul 1996 – Jul 2001 |
14.99%
Jul 1996 – Jul 2006 |
10.58%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart