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LMGFX: CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS FI (MUTUAL FUND)
Basic Info 59.83 0.06(0.10%) May 01
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (27%) |
Start Date: | 02/17/2004 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 1.03% |
Expenses | 1.06% |
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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 02/17/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 2.1 | 3.5 | -2.5 | 5.5 | 7.0 | 10.2 | 4.3 | 4.0 | 14.0 | -21.4 | 3.7 | 24.5 | 31.0 | -9.6 | 36.1 | -2.0 | -2.5 | 7.2 | 28.7 | 16.5 | -2.2 | 13.7 | 43.5 | -60.1 | 6.5 | 1.4 | 2.2 | 8.1 |
Sharpe Ratio | NA | 0.65 | 0.16 | -0.25 | 0.23 | 0.36 | NA | NA | 0.15 | 0.75 | -0.94 | 0.24 | 0.9 | 2.6 | -0.7 | 4.37 | -0.13 | -0.16 | 0.55 | 2.4 | 1.1 | -0.09 | 0.77 | 1.41 | -1.27 | 0.18 | -0.14 | 0.01 | 0.47 |
Draw Down(%) | NA | 7.4 | 13.6 | 35.2 | 35.2 | 35.2 | NA | NA | 72.7 | 13.6 | 32.8 | 10.5 | 29.0 | 5.3 | 20.2 | 2.7 | 14.2 | 17.0 | 8.9 | 7.2 | 12.8 | 20.1 | 15.4 | 25.3 | 68.2 | 14.7 | 18.4 | 14.7 | 18.6 |
Standard Deviation(%) | NA | 12.7 | 12.6 | 17.8 | 19.3 | 17.0 | NA | NA | 20.6 | 13.0 | 24.5 | 15.3 | 26.9 | 11.4 | 15.6 | 8.2 | 17.4 | 15.8 | 13.1 | 11.9 | 15.1 | 25.1 | 17.6 | 30.7 | 48.0 | 19.7 | 13.4 | 13.1 | 17.5 |
Treynor Ratio | NA | 0.16 | 0.04 | -0.08 | 0.07 | 0.1 | NA | NA | 0.04 | 0.19 | -0.41 | 0.06 | 0.36 | 0.64 | -0.18 | 0.55 | -0.02 | -0.03 | 0.08 | 0.31 | 0.17 | -0.02 | 0.15 | 0.36 | -0.5 | 0.03 | -0.02 | 0.0 | 0.08 |
Alpha | NA | -0.02 | -0.06 | -0.01 | -0.01 | -0.01 | NA | NA | -0.02 | -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 | -0.12 | -0.01 | 0.0 | -0.03 | 0.03 |
Beta | NA | 0.51 | 0.55 | 0.55 | 0.6 | 0.63 | NA | NA | 0.84 | 0.51 | 0.56 | 0.56 | 0.67 | 0.46 | 0.62 | 0.65 | 0.98 | 0.91 | 0.9 | 0.93 | 0.98 | 0.93 | 0.9 | 1.2 | 1.23 | 1.05 | 0.92 | 1.0 | 1.07 |
RSquared | NA | 0.58 | 0.59 | 0.66 | 0.71 | 0.69 | NA | NA | 0.77 | 0.55 | 0.72 | 0.63 | 0.8 | 0.55 | 0.69 | 0.47 | 0.7 | 0.87 | 0.88 | 0.87 | 0.9 | 0.97 | 0.95 | 0.93 | 0.92 | 0.78 | 0.79 | 0.8 | 0.79 |
Yield(%) | N/A | 0.0 | 1.0 | 1.1 | 1.0 | 0.8 | 1.1 | 0.4 | N/A | 1.1 | 0.3 | 2.1 | 0.0 | 0.2 | 0.0 | 0.1 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 156.5 | 2662.5 | 1808.3 | N/A | N/A | N/A | N/A | 156.5 | -83.5 | N/A | -100.0 | N/A | -100.0 | -80.0 | N/A | N/A | N/A | N/A | N/A | 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 02/17/2004
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