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Clearbridge Growth Fund Class C: (MF: SAGCX)
(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET
$46.05 USD
+1.12 (2.49%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.62 | 78 |
| 3 months | 1.67 | 68 |
| 6 months | 5.62 | 78 |
| 1 Year | 14.79 | 76 |
| 3 Year | -2.74 | 84 |
| 5 Year | 5.97 | 83 |
| 10 Year | 4.67 | 84 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.17 |
| Bear Market (10/07 - 2/09) | -52.26 |
| Bull Market (2/09 - 3/21) | 466.95 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.64 |
| 5 Year | 5.97 |
| 10 Year | 4.67 |
| Since Inception | 9.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.88 | 1.67 | NA | NA |
| 2023 | 7.10 | 5.47 | -5.66 | 15.21 |
| 2022 | -8.86 | -19.42 | -2.26 | 3.05 |
| 2021 | 5.55 | 5.78 | -6.37 | 2.44 |
| 2020 | -19.57 | 17.11 | 6.41 | 18.38 |
| 2019 | 10.63 | 1.61 | -1.70 | 11.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.62 | 22.77 | -26.03 | 7.08 | 18.65 | 23.29 | -8.58 | 13.47 | 4.96 | -5.06 | 13.74 |
| % Total Return Rel to Index | -9.68 | -3.47 | -7.83 | -21.59 | 0.24 | -8.19 | -4.18 | -8.32 | -6.96 | -6.45 | 0.09 |
| % Total Return Rel to Peer | -7.34 | -3.35 | -1.17 | -7.74 | -7.13 | -1.91 | -4.16 | -5.76 | 1.46 | -5.24 | 8.08 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 5.00 | 4.00 | 5.00 | 4.00 | 5.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 14.24 | 15.07 | 38.78 | 32.02 | 21.42 | 29.84 | 11.75 | 8.31 | 7.55 | 4.00 |
| Expense Ratio | 1.89 | 1.86 | 1.83 | 1.84 | 1.82 | 1.81 | 1.79 | 1.83 | 1.84 | 1.82 | 1.84 |
* 1 = Top 20%, 5 = Bottom 20%