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Clearbridge Large Cap Growth Fd Class I: (MF: SBLYX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$73.24 USD
-0.90 (-1.21%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.87 | 17 |
| 3 months | 4.06 | 26 |
| 6 months | 17.87 | 17 |
| 1 Year | 28.97 | 18 |
| 3 Year | 7.94 | 28 |
| 5 Year | 14.81 | 23 |
| 10 Year | 14.44 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 98.78 |
| Bear Market (10/07 - 2/09) | -45.78 |
| Bull Market (2/09 - 3/21) | 1,027.14 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.97 |
| 5 Year | 14.81 |
| 10 Year | 14.44 |
| Since Inception | 9.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.27 | 4.06 | NA | NA |
| 2023 | 16.53 | 13.87 | -5.29 | 15.52 |
| 2022 | -11.67 | -22.95 | -5.53 | 4.50 |
| 2021 | 0.23 | 11.22 | 0.30 | 9.02 |
| 2020 | -15.01 | 25.89 | 12.59 | 8.88 |
| 2019 | 15.73 | 5.20 | -0.47 | 9.00 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.87 | 45.19 | -32.81 | 21.91 | 31.17 | 32.09 | -0.05 | 25.42 | 7.18 | 9.48 | 13.59 |
| % Total Return Rel to Index | 2.57 | 18.94 | -14.61 | -6.76 | 12.77 | 0.60 | 4.34 | 3.63 | -4.75 | 8.09 | -0.05 |
| % Total Return Rel to Peer | 7.21 | 22.19 | -13.11 | -0.14 | 11.26 | 3.66 | 6.80 | 4.74 | -0.63 | 11.08 | 5.38 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.18 | 0.13 | 0.10 | 0.11 | 0.10 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.32 | 0.28 | 0.22 | 0.30 | 0.28 | 0.00 |
| Capital Gains ($) | 0.00 | 6.36 | 3.73 | 8.10 | 3.71 | 2.43 | 1.56 | 1.79 | 0.68 | 0.95 | 2.00 |
| Expense Ratio | 0.00 | 0.75 | 0.73 | 0.71 | 0.72 | 0.74 | 0.75 | 0.78 | 0.78 | 0.79 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%