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Clearbridge Small Cap Growth Fd Cl Fi: (MF: LMPSX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$35.40 USD
+0.52 (1.49%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.28 | 96 |
| 3 months | 3.52 | 86 |
| 6 months | -0.85 | 96 |
| 1 Year | 4.82 | 97 |
| 3 Year | -8.46 | 92 |
| 5 Year | 5.92 | 93 |
| 10 Year | 8.12 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 648.74 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | -1.41 |
| 5 Year | 4.72 |
| 10 Year | 7.63 |
| Since Inception | 8.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.63 | -4.69 | NA | NA |
| 2023 | 6.48 | 1.19 | -8.88 | 10.60 |
| 2022 | -14.41 | -20.74 | -1.08 | 6.03 |
| 2021 | 4.25 | 7.85 | -3.07 | 2.58 |
| 2020 | -23.82 | 39.18 | 11.04 | 21.81 |
| 2019 | 14.93 | 4.85 | -3.41 | 7.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.28 | 8.59 | -28.85 | 11.79 | 43.41 | 25.25 | 4.16 | 24.94 | 5.84 | -4.82 | 3.28 |
| % Total Return Rel to Index | -18.25 | -17.64 | -10.64 | -16.88 | 25.01 | -6.23 | 8.56 | 3.15 | -6.09 | -6.21 | -10.35 |
| % Total Return Rel to Peer | -9.27 | -7.48 | -9.33 | -7.51 | 24.42 | -0.17 | 14.94 | 9.34 | -10.10 | -0.09 | 0.61 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 5.45 | 3.25 | 2.63 | 4.67 | 1.16 | 0.82 | 0.33 | 1.10 |
| Expense Ratio | 1.28 | 1.24 | 1.20 | 1.21 | 1.19 | 1.20 | 1.19 | 1.19 | 1.18 | 1.21 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%