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LGGAX: CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 58.64 0.68(1.17%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (9%) |
Start Date: | 02/05/2009 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 1.14% |
Expenses | 1.06% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/05/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.7 | 6.6 | -1.2 | 6.0 | 7.2 | 10.4 | 10.9 | 14.0 | -21.3 | 3.6 | 24.5 | 31.1 | -9.6 | 36.1 | -2.0 | -2.5 | 7.2 | 28.7 | 16.5 | -2.1 | 13.7 | 44.5 |
Sharpe Ratio | NA | 0.83 | 0.22 | -0.19 | 0.23 | 0.36 | NA | 0.56 | 0.76 | -0.93 | 0.23 | 0.9 | 2.6 | -0.7 | 4.37 | -0.13 | -0.16 | 0.55 | 2.4 | 1.1 | -0.09 | 0.77 | 1.78 |
Draw Down(%) | NA | 7.4 | 13.5 | 35.1 | 35.1 | 35.1 | NA | 35.1 | 13.5 | 32.7 | 10.5 | 29.0 | 5.3 | 20.2 | 2.7 | 14.2 | 17.0 | 8.9 | 7.2 | 12.8 | 20.1 | 15.5 | 21.4 |
Standard Deviation(%) | NA | 12.9 | 12.8 | 17.9 | 19.4 | 17.0 | NA | 18.1 | 13.0 | 24.5 | 15.3 | 27.0 | 11.4 | 15.6 | 8.2 | 17.4 | 15.8 | 13.1 | 12.0 | 15.0 | 25.0 | 17.6 | 28.1 |
Treynor Ratio | NA | 0.2 | 0.05 | -0.06 | 0.07 | 0.1 | NA | 0.14 | 0.19 | -0.4 | 0.06 | 0.36 | 0.64 | -0.18 | 0.55 | -0.02 | -0.03 | 0.08 | 0.31 | 0.17 | -0.02 | 0.15 | 0.44 |
Alpha | NA | -0.01 | -0.06 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.03 | 0.01 | -0.01 | -0.04 | 0.03 | -0.04 | 0.05 | 0.0 | -0.04 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 |
Beta | NA | 0.52 | 0.55 | 0.55 | 0.6 | 0.63 | NA | 0.73 | 0.51 | 0.56 | 0.57 | 0.67 | 0.46 | 0.62 | 0.65 | 0.98 | 0.91 | 0.89 | 0.93 | 0.98 | 0.93 | 0.89 | 1.15 |
RSquared | NA | 0.6 | 0.6 | 0.66 | 0.71 | 0.69 | NA | 0.76 | 0.55 | 0.72 | 0.63 | 0.8 | 0.55 | 0.69 | 0.46 | 0.71 | 0.87 | 0.88 | 0.87 | 0.9 | 0.97 | 0.95 | 0.94 |
Yield(%) | N/A | 0.0 | 1.1 | 1.3 | 1.1 | 0.9 | 1.2 | N/A | 1.3 | 0.5 | 2.3 | 0.0 | 0.2 | 0.0 | 0.1 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 103.2 | 2912.5 | 1358.8 | N/A | N/A | N/A | 103.2 | -78.9 | N/A | -100.0 | 600.0 | -66.7 | -76.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2009
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