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SBLGX: ClearBridge Large Cap Growth Fund Class A (MUTUAL FUND)
Basic Info 55.45 0.83(1.52%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (39%) |
Start Date: | 09/05/1997 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 12.53% |
Expenses | 0.68% |
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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 | 20 Yr | Since 09/05/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 7.9 | 34.0 | 6.0 | 12.6 | 13.8 | 15.0 | 9.9 | 9.9 | 45.0 | -33.3 | 22.3 | 30.8 | 31.7 | -0.4 | 25.1 | 6.9 | 9.1 | 13.3 | 37.4 | 20.1 | -1.3 | 9.0 | 41.2 | -37.2 | 4.6 | 4.3 | 5.1 | 0.2 | 46.7 | -25.6 | -12.8 | -8.8 | 31.9 | 54.7 | 5.3 |
Sharpe Ratio | NA | 1.52 | 2.19 | 0.17 | 0.46 | 0.65 | NA | NA | 0.4 | 2.53 | -1.1 | 1.41 | 0.9 | 2.19 | -0.09 | 3.29 | 0.49 | 0.58 | 1.02 | 3.13 | 1.43 | -0.06 | 0.5 | 1.6 | -1.01 | 0.1 | 0.08 | 0.25 | -0.05 | 2.31 | -0.9 | -0.59 | -0.49 | 1.28 | 1.99 | 0.55 |
Draw Down(%) | NA | 7.2 | 11.7 | 38.3 | 38.3 | 38.3 | NA | NA | 53.6 | 11.7 | 37.2 | 7.9 | 30.2 | 8.6 | 20.0 | 2.3 | 11.4 | 12.0 | 8.2 | 5.4 | 10.4 | 18.2 | 18.3 | 17.6 | 48.4 | 9.9 | 14.7 | 9.1 | 18.8 | 13.0 | 35.5 | 32.8 | 21.4 | 11.9 | 26.4 | 11.1 |
Standard Deviation(%) | NA | 16.5 | 15.5 | 22.4 | 24.1 | 19.7 | NA | NA | 21.3 | 16.3 | 31.7 | 15.8 | 33.9 | 13.9 | 19.1 | 7.5 | 13.5 | 15.5 | 12.9 | 11.9 | 14.1 | 24.0 | 17.9 | 25.6 | 37.6 | 16.1 | 12.1 | 12.0 | 15.4 | 19.9 | 29.6 | 26.2 | 26.1 | 22.4 | 25.8 | 25.5 |
Treynor Ratio | NA | 0.3 | 0.4 | 0.05 | 0.13 | 0.15 | NA | NA | 0.1 | 0.49 | -0.41 | 0.33 | 0.33 | 0.48 | -0.02 | 0.31 | 0.07 | 0.1 | 0.14 | 0.39 | 0.22 | -0.02 | 0.1 | 0.41 | -0.39 | 0.02 | 0.01 | 0.03 | -0.01 | 0.46 | -0.29 | -0.22 | -0.19 | 0.3 | 0.52 | 0.15 |
Alpha | NA | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | 0.05 | -0.06 | 0.01 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.02 | 0.0 | -0.02 | 0.01 | -0.02 | -0.03 | 0.06 | 0.04 | 0.04 | 0.02 | 0.05 | 0.07 | 0.06 |
Beta | NA | 0.83 | 0.84 | 0.83 | 0.85 | 0.85 | NA | NA | 0.86 | 0.84 | 0.84 | 0.67 | 0.92 | 0.63 | 0.9 | 0.79 | 0.89 | 0.95 | 0.92 | 0.96 | 0.93 | 0.89 | 0.9 | 1.0 | 0.96 | 0.9 | 0.84 | 0.91 | 1.0 | 1.0 | 0.91 | 0.69 | 0.66 | 0.97 | 0.98 | 0.92 |
RSquared | NA | 0.91 | 0.92 | 0.94 | 0.93 | 0.92 | NA | NA | 0.89 | 0.94 | 0.96 | 0.84 | 0.95 | 0.7 | 0.97 | 0.84 | 0.94 | 0.96 | 0.95 | 0.93 | 0.91 | 0.97 | 0.93 | 0.91 | 0.91 | 0.85 | 0.82 | 0.8 | 0.89 | 0.93 | 0.95 | 0.85 | 0.77 | 0.84 | 0.83 | 0.86 |
Yield(%) | N/A | 0.0 | 13.6 | 9.4 | 10.3 | 11.0 | 14.5 | 9.0 | N/A | 15.9 | 5.7 | 13.7 | 7.5 | 6.4 | 3.8 | 5.2 | 2.2 | 3.1 | 7.0 | 10.5 | 7.9 | 14.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 1.7 | 0.0 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 70.8 | 134.2 | 248.2 | 312.3 | N/A | N/A | N/A | 70.8 | -54.0 | 118.3 | 48.4 | 60.3 | -12.8 | 152.1 | -25.3 | -52.5 | -18.7 | 50.0 | -53.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -87.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/1997
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