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LMPFX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS FI (MUTUAL FUND)
Basic Info 110.5 2.14(1.97%) May 15
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (23%) |
Start Date: | 05/04/2007 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 14.06% |
Expenses | 1.24% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.5 | 4.2 | 22.1 | -0.4 | 6.7 | 6.0 | 11.5 | 6.6 | 24.2 | -25.9 | 7.8 | 19.7 | 24.3 | -7.9 | 14.2 | 5.7 | -4.4 | 14.6 | 44.5 | 18.5 | 1.4 | 23.8 | 32.7 | -42.2 | -3.9 |
Sharpe Ratio | NA | -0.03 | 1.02 | -0.21 | 0.17 | 0.23 | NA | 0.25 | 1.27 | -0.95 | 0.47 | 0.55 | 1.57 | -0.47 | 1.38 | 0.31 | -0.26 | 1.02 | 3.21 | 1.23 | 0.05 | 1.17 | 1.13 | -1.0 | -0.46 |
Draw Down(%) | NA | 6.8 | 14.0 | 33.8 | 33.8 | 33.8 | NA | 57.1 | 14.0 | 30.2 | 10.6 | 32.7 | 8.7 | 22.3 | 5.7 | 14.2 | 17.5 | 10.2 | 6.0 | 10.3 | 24.5 | 17.1 | 25.0 | 53.0 | 12.0 |
Standard Deviation(%) | NA | 15.0 | 15.0 | 21.0 | 23.7 | 20.2 | NA | 22.5 | 15.9 | 28.9 | 16.8 | 35.2 | 14.6 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 43.0 | 18.8 |
Treynor Ratio | NA | -0.01 | 0.22 | -0.06 | 0.05 | 0.06 | NA | 0.06 | 0.28 | -0.37 | 0.12 | 0.22 | 0.4 | -0.11 | 0.16 | 0.05 | -0.05 | 0.15 | 0.42 | 0.2 | 0.01 | 0.24 | 0.29 | -0.39 | -0.09 |
Alpha | NA | -0.07 | -0.02 | -0.02 | -0.02 | -0.02 | NA | -0.01 | -0.03 | 0.03 | 0.0 | -0.09 | 0.0 | -0.04 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | -0.02 | 0.0 | -0.05 |
Beta | NA | 0.67 | 0.7 | 0.73 | 0.78 | 0.8 | NA | 0.9 | 0.73 | 0.75 | 0.63 | 0.9 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 0.99 | 1.11 | 1.1 | 0.98 |
RSquared | NA | 0.71 | 0.69 | 0.84 | 0.81 | 0.78 | NA | 0.82 | 0.75 | 0.92 | 0.65 | 0.84 | 0.5 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.91 | 0.88 |
Yield(%) | N/A | 0.0 | 14.0 | 12.0 | 13.7 | 9.9 | 18.2 | N/A | 14.9 | 9.9 | 22.2 | 18.2 | 13.7 | 14.8 | 6.2 | 4.8 | 3.7 | 2.2 | 1.1 | 3.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -3.9 | -19.2 | 96.3 | N/A | N/A | N/A | -3.9 | -61.1 | 20.3 | 45.7 | -26.7 | 153.9 | 34.0 | 17.5 | 88.8 | 181.7 | -62.4 | 45.4 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2007
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