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Clearbridge Large Cap Growth Fd Cl A: (MF: SBLGX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$58.84 USD
-0.32 (-0.54%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.71 | 18 |
| 3 months | 3.99 | 27 |
| 6 months | 17.71 | 18 |
| 1 Year | 28.61 | 19 |
| 3 Year | 7.61 | 32 |
| 5 Year | 14.48 | 26 |
| 10 Year | 14.10 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 94.98 |
| Bear Market (10/07 - 2/09) | -46.03 |
| Bull Market (2/09 - 3/21) | 970.46 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.90 |
| 5 Year | 13.26 |
| 10 Year | 13.49 |
| Since Inception | 9.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.19 | 3.99 | NA | NA |
| 2023 | 16.45 | 13.77 | -5.34 | 15.41 |
| 2022 | -11.73 | -23.02 | -5.59 | 4.40 |
| 2021 | 0.16 | 11.15 | 0.22 | 8.94 |
| 2020 | -15.07 | 25.82 | 12.51 | 8.81 |
| 2019 | 15.66 | 5.09 | -0.52 | 8.91 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.71 | 44.75 | -33.02 | 21.57 | 30.82 | 31.70 | -0.33 | 25.03 | 6.84 | 9.11 | 13.23 |
| % Total Return Rel to Index | 2.41 | 18.51 | -14.82 | -7.11 | 12.42 | 0.21 | 4.05 | 3.24 | -5.08 | 7.72 | -0.41 |
| % Total Return Rel to Peer | 7.05 | 21.76 | -13.33 | -0.48 | 10.90 | 3.27 | 6.52 | 4.35 | -0.97 | 10.71 | 5.02 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.02 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.06 | 0.01 | 0.00 |
| Capital Gains ($) | 0.00 | 6.36 | 3.73 | 8.10 | 3.70 | 2.43 | 1.56 | 1.79 | 0.68 | 0.95 | 2.00 |
| Expense Ratio | 0.00 | 1.05 | 1.03 | 0.99 | 1.00 | 1.02 | 1.04 | 1.08 | 1.09 | 1.14 | 1.23 |
* 1 = Top 20%, 5 = Bottom 20%