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Clearbridge Small Cap Growth Fd Cl 1: (MF: LMPMX)
(NASDAQ Mutual Funds) As of Jul 24, 2024 08:00 PM ET
$37.46 USD
-0.87 (-2.27%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.05 | 92 |
| 3 months | -4.65 | 79 |
| 6 months | -2.05 | 92 |
| 1 Year | -1.14 | 97 |
| 3 Year | -8.80 | 91 |
| 5 Year | 5.04 | 88 |
| 10 Year | 7.90 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.27 |
| Bull Market (2/09 - 3/21) | 648.27 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | -1.14 |
| 5 Year | 5.04 |
| 10 Year | 7.90 |
| Since Inception | 8.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.72 | -4.65 | NA | NA |
| 2023 | 6.58 | 1.27 | -8.81 | 10.69 |
| 2022 | -14.34 | -20.69 | -0.97 | 6.09 |
| 2021 | 4.34 | 7.95 | -2.97 | 2.64 |
| 2020 | -23.77 | 39.35 | 11.07 | 21.89 |
| 2019 | 15.02 | 4.91 | -3.35 | 7.67 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.05 | 8.96 | -28.63 | 12.19 | 43.81 | 25.56 | 4.45 | 25.15 | 5.95 | -4.56 | 3.36 |
| % Total Return Rel to Index | -17.36 | -17.28 | -10.42 | -16.48 | 25.41 | -5.92 | 8.85 | 3.36 | -5.98 | -5.95 | -10.28 |
| % Total Return Rel to Peer | -5.28 | -7.11 | -9.11 | -7.11 | 24.82 | 0.13 | 15.23 | 9.55 | -9.99 | 0.16 | 0.68 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 5.45 | 3.25 | 2.63 | 4.67 | 1.16 | 0.82 | 0.33 | 1.10 |
| Expense Ratio | 0.00 | 0.92 | 0.89 | 0.89 | 0.92 | 0.93 | 0.93 | 1.02 | 1.05 | 1.00 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%