ClearBridge Small Cap A (LMSAX)

37.01 +0.40 (+1.09%) USD  |  May 23 2022

LMSAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
ClearBridge Small Cap A
19.13%
36.14%
7.89%
-4.36%
27.39%
11.86%
-9.12%
30.62%
3.24%
18.91%
-13.89%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-16.13%
MainStay WMC Small Companies A
12.35%
37.37%
6.13%
-4.12%
15.73%
15.33%
-16.56%
17.33%
9.80%
16.54%
-15.53%
JPMorgan US Small Company A
21.05%
40.03%
8.12%
-3.57%
20.28%
8.53%
-12.44%
21.58%
17.70%
21.94%
-17.01%
Gabelli Small Cap Growth A
20.07%
35.71%
3.51%
-3.72%
17.26%
18.94%
-15.31%
21.52%
13.71%
25.30%
-15.71%
Calvert Small-Cap A
15.29%
40.85%
7.03%
-1.09%
20.00%
13.20%
-6.85%
26.01%
14.64%
19.67%
-17.38%
As of May 23, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
ClearBridge Small Cap A
-5.90%
-4.76%
-15.08%
-12.65%
6.14%
6.31%
10.65%
4.93%
7.53%
10.15%
S&P 500 Total Return
-6.83%
-5.59%
-14.66%
-3.01%
13.98%
12.63%
13.88%
8.80%
8.78%
10.01%
MainStay WMC Small Companies A
-8.40%
-6.87%
-17.00%
-11.22%
5.79%
3.29%
8.04%
4.58%
7.33%
8.84%
JPMorgan US Small Company A
-7.18%
-6.73%
-18.54%
-13.03%
10.52%
6.92%
10.80%
6.87%
7.68%
8.10%
Gabelli Small Cap Growth A
-5.50%
-6.19%
-15.68%
-9.33%
9.91%
7.07%
10.39%
7.56%
9.25%
11.65%
Calvert Small-Cap A
-9.07%
-8.95%
-17.42%
-11.38%
7.15%
8.04%
11.59%
6.81%
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7.37%
As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022