Find A Portfolio/Ticker
Comparison Box
LSIFX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS (MUTUAL FUND)
Basic Info 135.83 0.23(0.17%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (65%) |
Start Date: | 08/14/2008 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 10.81% |
Expenses | 1.24% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/14/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | -1.7 | 16.3 | -3.0 | 5.1 | 5.9 | 11.7 | 8.3 | 24.5 | -25.1 | 7.9 | 20.2 | 24.7 | -7.6 | 14.7 | 6.2 | -4.0 | 15.0 | 45.3 | 19.2 | 2.0 | 24.5 | 33.5 | -35.3 |
Sharpe Ratio | NA | -0.21 | 1.09 | -0.26 | 0.16 | 0.25 | NA | 0.34 | 1.28 | -0.92 | 0.47 | 0.56 | 1.61 | -0.46 | 1.42 | 0.34 | -0.24 | 1.05 | 3.26 | 1.27 | 0.07 | 1.21 | 1.15 | -1.09 |
Draw Down(%) | NA | 6.8 | 14.0 | 33.6 | 33.6 | 33.6 | NA | 49.0 | 14.0 | 30.0 | 10.5 | 32.6 | 8.7 | 22.3 | 5.7 | 14.1 | 17.3 | 10.2 | 6.0 | 10.2 | 24.4 | 17.0 | 24.9 | 47.7 |
Standard Deviation(%) | NA | 15.2 | 15.0 | 21.0 | 23.7 | 20.2 | NA | 22.7 | 15.9 | 28.9 | 16.7 | 35.2 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 63.2 |
Treynor Ratio | NA | -0.05 | 0.23 | -0.08 | 0.05 | 0.06 | NA | 0.09 | 0.28 | -0.36 | 0.12 | 0.22 | 0.41 | -0.11 | 0.16 | 0.06 | -0.04 | 0.15 | 0.43 | 0.2 | 0.02 | 0.25 | 0.3 | -0.61 |
Alpha | NA | -0.07 | -0.03 | -0.02 | -0.02 | -0.02 | NA | -0.01 | -0.03 | 0.03 | 0.0 | -0.09 | 0.0 | -0.03 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.01 | 0.01 | 0.04 | -0.01 | 0.02 |
Beta | NA | 0.68 | 0.71 | 0.73 | 0.78 | 0.8 | NA | 0.9 | 0.74 | 0.75 | 0.63 | 0.9 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 1.0 | 1.11 | 1.13 |
RSquared | NA | 0.72 | 0.7 | 0.84 | 0.81 | 0.78 | NA | 0.83 | 0.76 | 0.92 | 0.65 | 0.84 | 0.52 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.94 |
Yield(%) | N/A | 0.0 | 11.4 | 10.2 | 12.0 | 9.3 | 17.3 | N/A | 12.1 | 8.1 | 19.0 | 16.2 | 12.6 | 13.7 | 6.1 | 4.8 | 3.4 | 2.0 | 1.0 | 3.2 | 2.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -1.6 | -20.9 | 90.6 | N/A | N/A | N/A | -1.6 | -61.1 | 17.7 | 43.9 | -26.2 | 138.9 | 32.4 | 29.8 | 88.8 | 181.7 | -62.4 | 45.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.35% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.71% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.32% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.07% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.41% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.71% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.98% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.47% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.88% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.29% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 1.31% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.23% (99%)
- QQQQ (PowerShares QQQ) 1.28% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 1.66% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.57% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.75% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 1.21% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.47% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.28% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 1.43% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.61% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.55% (98%)
- GAM (General American Investors Closed Fund) 1.12% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 1.14% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.66% (97%)
- FXBY (Foxby Corp) 0.07% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.40% (22%)