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LSIFX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS (MUTUAL FUND)
Basic Info 151.54 1.76(1.18%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 13.66% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/14/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 11.1 | 17.3 | 8.1 | -1.6 | 1.0 | 8.0 | 5.7 | -1.3 | 12.3 | -32.9 | -11.4 | 3.5 | 24.7 | -7.6 | 14.7 | 6.2 | -4.0 | 15.0 | 45.3 | 19.2 | 2.0 | 24.5 | 33.5 | -35.3 |
| Sharpe Ratio | NA | 0.52 | 0.5 | 0.13 | -0.16 | -0.03 | NA | 0.2 | -0.38 | 0.46 | -1.13 | -0.42 | 0.09 | 1.61 | -0.46 | 1.42 | 0.34 | -0.24 | 1.05 | 3.26 | 1.27 | 0.07 | 1.21 | 1.15 | -1.09 |
| Draw Down(%) | NA | 23.7 | 23.7 | 23.7 | 49.1 | 49.1 | NA | 49.1 | 17.0 | 14.0 | 34.7 | 26.5 | 32.6 | 8.7 | 22.3 | 5.7 | 14.1 | 17.3 | 10.2 | 6.0 | 10.2 | 24.4 | 17.0 | 24.9 | 47.7 |
| Standard Deviation(%) | NA | 29.7 | 24.1 | 21.8 | 24.6 | 23.0 | NA | 23.7 | 20.9 | 17.5 | 30.6 | 27.4 | 37.6 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 63.2 |
| Treynor Ratio | NA | 0.17 | 0.14 | 0.04 | -0.05 | -0.01 | NA | 0.05 | -0.11 | 0.12 | -0.47 | -0.2 | 0.04 | 0.41 | -0.11 | 0.16 | 0.06 | -0.04 | 0.15 | 0.43 | 0.2 | 0.02 | 0.25 | 0.3 | -0.61 |
| Alpha | NA | 0.01 | 0.0 | -0.04 | -0.05 | -0.04 | NA | -0.02 | -0.07 | -0.06 | -0.01 | -0.04 | -0.13 | 0.0 | -0.03 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.01 | 0.01 | 0.04 | -0.01 | 0.02 |
| Beta | NA | 0.89 | 0.84 | 0.77 | 0.73 | 0.8 | NA | 0.89 | 0.69 | 0.7 | 0.74 | 0.57 | 0.88 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 1.0 | 1.11 | 1.13 |
| RSquared | NA | 0.92 | 0.88 | 0.73 | 0.62 | 0.69 | NA | 0.77 | 0.48 | 0.58 | 0.8 | 0.27 | 0.73 | 0.52 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.94 |
| Yield(%) | N/A | 0.0 | 13.5 | 4.9 | 2.2 | 4.6 | 8.8 | N/A | 14.6 | 0.5 | 0.0 | 0.0 | 0.5 | 12.6 | 13.7 | 6.1 | 4.8 | 3.4 | 2.0 | 1.0 | 3.1 | 2.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 3316.1 | -13.7 | -74.5 | N/A | N/A | N/A | 3316.1 | N/A | N/A | -100.0 | -95.9 | -26.2 | 139.0 | 32.4 | 29.9 | 88.5 | 181.0 | -62.3 | 45.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
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See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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