Back to top
Clearbridge Small Cap Growth Fd Cl C: (MF: SCSMX)
(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET
$23.79 USD
+0.14 (0.59%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.75 | 97 |
| 3 months | 3.29 | 88 |
| 6 months | -1.27 | 97 |
| 1 Year | 4.02 | 98 |
| 3 Year | -9.12 | 94 |
| 5 Year | 5.17 | 95 |
| 10 Year | 7.34 | 71 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 145.65 |
| Bear Market (10/07 - 2/09) | -51.14 |
| Bull Market (2/09 - 3/21) | 557.02 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | -3.08 |
| 5 Year | 3.98 |
| 10 Year | 6.86 |
| Since Inception | 7.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.46 | -4.88 | NA | NA |
| 2023 | 6.34 | 0.96 | -8.98 | 10.37 |
| 2022 | -14.60 | -20.90 | -1.21 | 5.81 |
| 2021 | 4.04 | 7.66 | -3.21 | 2.44 |
| 2020 | -23.96 | 38.99 | 10.80 | 21.59 |
| 2019 | 14.76 | 4.65 | -3.57 | 7.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.75 | 7.85 | -29.40 | 11.07 | 42.40 | 24.39 | 3.44 | 24.03 | 5.00 | -5.46 | 2.54 |
| % Total Return Rel to Index | -18.79 | -18.38 | -11.19 | -17.61 | 24.00 | -7.09 | 7.83 | 2.23 | -6.92 | -6.85 | -11.09 |
| % Total Return Rel to Peer | -9.81 | -8.22 | -9.88 | -8.24 | 23.40 | -1.04 | 14.21 | 8.43 | -10.94 | -0.73 | -0.12 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.15 | 0.00 | 5.45 | 3.25 | 2.63 | 4.67 | 1.16 | 0.82 | 0.33 | 1.10 |
| Expense Ratio | 2.01 | 1.93 | 1.99 | 1.91 | 1.92 | 1.88 | 1.89 | 1.93 | 1.95 | 1.95 | 1.99 |
* 1 = Top 20%, 5 = Bottom 20%