Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBMAX (CLEARBRIDGE MID CAP FUND CLASS A) | 0.86% | 4.65% | 8.24% | -2.04% | 4.89% | 6.86% | 6.42% | … | … |
Data as of 06/08/2026, Common starting date is 09/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBMAX (CLEARBRIDGE MID CAP FUND CLASS A) | 09/14/1998 | 06/08/2026 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 4.65 | 8.24 | -2.04 | 4.89 | 6.86 | 6.42 | … | … | 0.86 | 4.21 | 9.79 | 13.51 | -28.65 | 13.35 | 7.95 | 32.77 | -12.92 | 12.69 | 8.41 | 2.26 | 7.83 | 37.20 | 18.19 | -3.66 | 22.06 | 34.33 | -35.69 | 7.04 | 14.17 | 7.89 | 10.01 | 29.75 | -19.28 | -10.62 | 18.61 | 29.56 | 35.77 |
| Sharpe Ratio | NA | 0.19 | 0.32 | -0.21 | 0.16 | NA | NA | … | … | -0.02 | 0.06 | 0.40 | 0.58 | -1.07 | 0.63 | 0.20 | 2.28 | -0.88 | 1.43 | 0.53 | 0.15 | 0.61 | 3.00 | 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 |
| Standard Deviation(%) | NA | 14.41 | 17.28 | 20.81 | 20.93 | NA | NA | … | … | 16.53 | 20.55 | 15.31 | 17.06 | 28.16 | 21.28 | 37.96 | 13.76 | 16.25 | 8.43 | 15.53 | 14.87 | 12.92 | 12.40 | 15.54 | 28.83 | 20.34 | 28.83 | 39.04 | 16.28 | 11.79 | 11.89 | 13.77 | 16.84 | 25.24 | 24.13 | 29.42 | 18.11 | 28.22 |
| Draw Down(%) | NA | 10.32 | 23.62 | 40.18 | 40.18 | NA | NA | … | … | 10.32 | 23.16 | 9.63 | 14.29 | 31.00 | 17.48 | 39.88 | 7.44 | 21.85 | 5.40 | 15.70 | 11.39 | 10.78 | 5.79 | 13.88 | 28.13 | 16.30 | 24.44 | 49.54 | 11.76 | 10.87 | 8.84 | 12.74 | 12.38 | 29.60 | 30.61 | 21.56 | 12.11 | 19.55 |
| Yield(%) | 0.00 | 8.51 | 6.95 | 2.97 | 4.38 | 5.82 | 5.63 | … | … | 0.00 | 8.54 | 8.90 | 2.05 | 0.00 | 0.00 | 0.00 | 9.59 | 3.75 | 6.83 | 1.37 | 4.89 | 4.08 | 10.21 | 5.16 | 0.00 | 0.00 | 0.00 | 0.00 | 11.19 | 14.57 | 13.24 | 0.00 | 0.00 | 0.00 | 0.00 | 7.55 | 3.60 | 0.05 |
Data as of 06/08/2026, Common starting date is 09/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMAX (CLEARBRIDGE MID CAP FUND CLASS A) |
-13.35%
Feb 2006 – Feb 2009 |
-4.41%
Feb 2004 – Feb 2009 |
0.33%
Aug 2000 – Aug 2010 |
5.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBMAX (CLEARBRIDGE MID CAP FUND CLASS A) |
26.91%
Feb 2009 – Feb 2012 |
24.63%
Feb 2009 – Feb 2014 |
14.90%
Feb 2009 – Feb 2019 |
10.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart