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Clearbridge Small Cap Growth Fd Cl R: (MF: LMPOX)
(NASDAQ Mutual Funds) As of Aug 15, 2024 08:00 PM ET
$33.30 USD
+0.87 (2.68%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.32 | 96 |
| 3 months | 7.56 | 86 |
| 6 months | 6.62 | 95 |
| 1 Year | 0.07 | 98 |
| 3 Year | -7.62 | 92 |
| 5 Year | 4.82 | 94 |
| 10 Year | 8.28 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.50 |
| Bull Market (2/09 - 3/21) | 620.72 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | -1.69 |
| 5 Year | 4.44 |
| 10 Year | 7.34 |
| Since Inception | 8.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.56 | -4.77 | NA | NA |
| 2023 | 6.43 | 1.11 | -8.94 | 10.54 |
| 2022 | -14.48 | -20.81 | -1.11 | 5.97 |
| 2021 | 4.17 | 7.80 | -3.13 | 2.51 |
| 2020 | -23.89 | 39.14 | 10.92 | 21.75 |
| 2019 | 14.84 | 4.80 | -3.51 | 7.55 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.32 | 8.33 | -29.03 | 11.51 | 43.03 | 24.89 | 3.85 | 24.58 | 5.51 | -5.05 | 3.05 |
| % Total Return Rel to Index | -14.38 | -17.91 | -10.83 | -17.17 | 24.63 | -6.59 | 8.24 | 2.78 | -6.42 | -6.44 | -10.58 |
| % Total Return Rel to Peer | -8.70 | -7.74 | -9.52 | -7.80 | 24.03 | -0.53 | 14.62 | 8.98 | -10.43 | -0.33 | 0.38 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 5.45 | 3.25 | 2.63 | 4.67 | 1.16 | 0.82 | 0.33 | 1.10 |
| Expense Ratio | 1.48 | 1.48 | 1.48 | 1.48 | 1.46 | 1.49 | 1.47 | 1.48 | 1.47 | 1.49 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%