LMPOX Performance — ClearBridge Small Cap Growth Fund, Class R
Data updated: 2026-09-23
LMPOX returned +11.02% year to date and +16.43% over one year to Jul 2026. Annualised returns are +7.05% over 3 years and −0.68% over 5 years. Against its US Multi-Cap Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $123, against $153 for the category, and to $116 over one year, against $115. Volatility over the past three years was 21.51% a year. In the 12 months to Jul 2026 the fund lost a net $349.4M, and assets reached $1.91B.
LMPOX Growth of $100
What $100 invested in ClearBridge Small Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Growth category average over the same months.
| Period | LMPOX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $116 | $115 |
| 3 years (Aug 2023 – Jul 2026) | $123 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $97 | $139 |
| Since data start (Aug 2019 – Jul 2026) | $155 | $228 |
LMPOX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.02% |
| 1 year | +16.43% |
| 3 years (annualised) | +7.05% |
| 5 years (annualised) | −0.68% |
LMPOX Annual Returns
Calendar-year total returns of ClearBridge Small Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.02% |
| 2025 | +8.92% |
| 2024 | +3.77% |
| 2023 | +8.30% |
| 2022 | −29.04% |
| 2021 | +11.50% |
| 2020 | +43.05% |
| 2019 (Aug–Dec) | +0.84% |
LMPOX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.9% | −0.6% | −6.3% | +12.0% | +1.5% | +6.9% | −7.3% | — | — | — | — | — |
| 2025 | +7.6% | −6.3% | −8.8% | −0.5% | +5.7% | +5.8% | +1.5% | +6.2% | +1.4% | +1.2% | −1.8% | −2.0% |
| 2024 | −4.0% | +6.4% | +0.4% | −7.2% | +2.7% | −0.1% | +4.8% | −1.2% | +1.3% | −1.2% | +12.4% | −8.8% |
| 2023 | +11.3% | −1.9% | −2.5% | −2.6% | −4.6% | +8.9% | +2.9% | −5.4% | −6.5% | −9.3% | +11.0% | +9.8% |
| 2022 | −13.8% | −1.5% | +0.7% | −12.8% | −3.3% | −6.1% | +9.8% | −2.2% | −7.9% | +8.7% | +3.0% | −5.3% |
| 2021 | +4.9% | +2.5% | −3.1% | +6.0% | −2.2% | +4.0% | −0.9% | +2.4% | −4.5% | +6.9% | −6.5% | +2.6% |
| 2020 | +0.2% | −6.8% | −18.5% | +16.4% | +14.0% | +5.0% | +7.9% | +5.8% | −2.8% | +0.5% | +12.6% | +7.6% |
| 2019 | — | — | — | — | — | — | — | −5.0% | −1.3% | +0.4% | +6.8% | +0.3% |
LMPOX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 21.51%
- 3-year Sharpe ratio: 0.12 (vs 4.5% risk-free rate)
- Best month: +12.42% (Nov 2024)
- Worst month: −9.30% (Oct 2023)
LMPOX Fund Flows
Monthly money in and out of ClearBridge Small Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$349.4M
- 12-month gross sales (incl. reinvestments): $1.0B
- Sales ÷ redemptions: 0.75×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $96.1M | $113.1M | −$17.0M |
| Jun 2026 | $96.7M | $153.3M | −$56.6M |
| May 2026 | $99.5M | $131.6M | −$32.0M |
| Apr 2026 | $15.3M | $51.6M | −$36.3M |
| Mar 2026 | $15.5M | $60.2M | −$44.7M |
| Feb 2026 | $97.8M | $164.2M | −$66.4M |
| Jan 2026 | $23.2M | $122.3M | −$99.1M |
| Dec 2025 | $429.4M | $198.6M | $230.8M |
| Nov 2025 | $15.0M | $67.4M | −$52.3M |
| Oct 2025 | $107.4M | $200.8M | −$93.4M |
| Sep 2025 | $27.7M | $59.2M | −$31.5M |
| Aug 2025 | $14.9M | $65.7M | −$50.8M |
LMPOX Assets Under Management
Net assets of ClearBridge Small Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.91B |
| 2026-04-30 | $2.00B |
| 2026-01-30 | $2.07B |
| 2025-10-31 | $2.28B |
| 2025-07-31 | $2.25B |
| 2025-04-30 | $2.16B |
| 2025-01-31 | $2.98B |
| 2024-10-31 | $3.24B |
| 2024-07-31 | $3.55B |
| 2024-04-30 | $3.59B |
| 2024-01-31 | $3.89B |
| 2023-10-31 | $3.52B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.