Find A Portfolio/Ticker
Comparison Box
LMGNX: CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 63.85 0.74(1.17%) May 03
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (73%) |
Start Date: | 01/07/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 1.31% |
Expenses | 1.06% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/07/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.8 | 6.9 | -0.9 | 6.5 | 7.5 | 10.7 | 4.7 | 5.8 | 14.3 | -21.1 | 3.9 | 24.9 | 31.4 | -9.4 | 36.4 | -1.8 | -2.3 | 7.5 | 29.0 | 16.8 | -1.9 | 14.0 | 43.8 | -60.0 | 7.0 | 1.7 | 2.6 | 8.5 | 63.3 | -11.7 |
Sharpe Ratio | NA | 0.68 | 0.19 | -0.23 | 0.24 | 0.38 | NA | NA | 0.22 | 0.78 | -0.92 | 0.25 | 0.91 | 2.63 | -0.69 | 4.4 | -0.11 | -0.14 | 0.57 | 2.43 | 1.12 | -0.08 | 0.79 | 1.42 | -1.27 | 0.2 | -0.12 | 0.03 | 0.43 | 2.72 | -0.35 |
Draw Down(%) | NA | 7.4 | 13.5 | 35.0 | 35.0 | 35.0 | NA | NA | 72.6 | 13.5 | 32.6 | 10.5 | 28.9 | 5.3 | 20.1 | 2.7 | 14.2 | 16.9 | 8.8 | 7.1 | 12.8 | 20.0 | 15.4 | 25.3 | 68.1 | 14.6 | 18.2 | 14.6 | 18.6 | 15.9 | 34.0 |
Standard Deviation(%) | NA | 12.7 | 12.6 | 17.9 | 19.4 | 17.0 | NA | NA | 21.6 | 13.0 | 24.5 | 15.3 | 27.0 | 11.4 | 15.6 | 8.2 | 17.4 | 15.8 | 13.1 | 11.9 | 15.1 | 25.0 | 17.6 | 30.7 | 48.0 | 19.7 | 13.4 | 13.0 | 17.4 | 23.0 | 36.7 |
Treynor Ratio | NA | 0.08 | 0.02 | -0.04 | 0.05 | 0.07 | NA | NA | 0.05 | 0.11 | -0.21 | 0.04 | 0.3 | 0.3 | -0.1 | 0.36 | -0.02 | -0.03 | 0.08 | 0.36 | 0.22 | -0.02 | 0.19 | 0.45 | -0.6 | 0.04 | -0.03 | 0.01 | 0.09 | 0.7 | -0.13 |
Alpha | NA | 0.0 | -0.02 | -0.02 | 0.0 | 0.01 | NA | NA | 0.0 | -0.01 | -0.03 | -0.03 | 0.06 | 0.03 | 0.03 | 0.03 | -0.02 | 0.0 | 0.05 | 0.04 | 0.01 | 0.04 | 0.03 | 0.04 | -0.14 | -0.01 | -0.05 | -0.02 | -0.02 | 0.09 | 0.03 |
Beta | NA | 1.02 | 0.96 | 1.05 | 0.94 | 0.95 | NA | NA | 0.92 | 0.95 | 1.1 | 1.05 | 0.83 | 0.99 | 1.09 | 1.0 | 0.94 | 0.89 | 0.96 | 0.8 | 0.78 | 0.84 | 0.74 | 0.97 | 1.02 | 0.92 | 0.63 | 0.65 | 0.81 | 0.9 | 0.98 |
RSquared | NA | 0.73 | 0.83 | 0.89 | 0.87 | 0.85 | NA | NA | 0.67 | 0.89 | 0.93 | 0.76 | 0.9 | 0.85 | 0.88 | 0.82 | 0.89 | 0.76 | 0.68 | 0.73 | 0.75 | 0.84 | 0.8 | 0.82 | 0.76 | 0.62 | 0.39 | 0.26 | 0.4 | 0.3 | 0.28 |
Yield(%) | N/A | 0.0 | 1.3 | 1.4 | 1.2 | 1.0 | 1.5 | 0.6 | N/A | 1.4 | 0.6 | 2.3 | 0.2 | 0.4 | 0.2 | 0.3 | 0.6 | 0.0 | 0.0 | 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 | 81.4 | 631.6 | 684.6 | N/A | N/A | N/A | N/A | 81.4 | -72.6 | 1327.3 | -35.3 | 70.0 | 0.0 | -47.4 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2002
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) 0.53% (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) 0.89% (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) 0.67% (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) 1.00% (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) 0.93% (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) 1.21% (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) 0.89% (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) 0.30% (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) 0.97% (96%)
- EXOSX (OVERSEAS SERIES CLASS I) 1.17% (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) 1.00% (100%)
- PID (Invesco International Dividend Achievers ETF) 0.44% (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) 0.91% (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) 0.89% (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) 0.92% (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) 0.88% (97%)
- SCHF (Schwab International Equity ETF) 0.92% (34%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) 0.89% (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) 0.64% (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) 0.64% (28%)