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SAGYX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 132.36 0.23(0.17%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (71%) |
Start Date: | 11/20/1998 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 11.00% |
Expenses | 1.24% |
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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 11/20/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | -1.8 | 16.2 | -3.1 | 5.0 | 5.8 | 11.5 | 7.4 | 8.6 | 24.4 | -25.6 | 8.3 | 20.1 | 24.7 | -7.6 | 14.6 | 6.1 | -4.1 | 14.9 | 45.1 | 19.0 | 1.9 | 24.4 | 33.2 | -42.1 | 1.7 | 8.5 | 13.0 | 11.1 | 37.1 | -32.5 | -4.7 | 19.5 | 62.6 | 12.5 |
Sharpe Ratio | NA | -0.22 | 1.08 | -0.27 | 0.16 | 0.24 | NA | NA | 0.33 | 1.27 | -0.94 | 0.49 | 0.56 | 1.6 | -0.46 | 1.41 | 0.33 | -0.24 | 1.04 | 3.25 | 1.26 | 0.07 | 1.2 | 1.14 | -1.0 | -0.08 | 0.38 | 0.88 | 0.71 | 1.84 | -1.05 | -0.26 | 0.46 | 2.55 | 7.81 |
Draw Down(%) | NA | 6.8 | 14.0 | 33.6 | 33.6 | 33.6 | NA | NA | 57.0 | 14.0 | 30.1 | 10.6 | 32.6 | 8.7 | 22.3 | 5.7 | 14.1 | 17.3 | 10.2 | 6.0 | 10.2 | 24.4 | 17.0 | 25.0 | 52.9 | 12.0 | 11.6 | 8.4 | 15.0 | 12.6 | 41.9 | 30.2 | 21.9 | 11.9 | 4.5 |
Standard Deviation(%) | NA | 15.2 | 15.0 | 21.0 | 23.7 | 20.2 | NA | NA | 22.8 | 16.0 | 28.9 | 16.7 | 35.1 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 43.0 | 17.1 | 13.7 | 12.4 | 14.2 | 19.8 | 31.8 | 27.5 | 33.8 | 23.3 | 25.4 |
Treynor Ratio | NA | -0.05 | 0.23 | -0.08 | 0.05 | 0.06 | NA | NA | 0.09 | 0.28 | -0.36 | 0.13 | 0.22 | 0.41 | -0.11 | 0.16 | 0.06 | -0.04 | 0.15 | 0.43 | 0.2 | 0.02 | 0.24 | 0.3 | -0.39 | -0.01 | 0.05 | 0.12 | 0.11 | 0.39 | -0.36 | -0.1 | 0.2 | 0.67 | 3.97 |
Alpha | NA | -0.07 | -0.03 | -0.02 | -0.02 | -0.02 | NA | NA | 0.01 | -0.03 | 0.03 | 0.0 | -0.09 | 0.0 | -0.03 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.01 | 0.01 | 0.04 | -0.02 | 0.0 | -0.03 | 0.03 | 0.01 | 0.02 | 0.04 | 0.01 | 0.08 | 0.14 | 0.14 | 0.41 |
Beta | NA | 0.68 | 0.71 | 0.73 | 0.78 | 0.8 | NA | NA | 0.87 | 0.74 | 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 | 0.97 | 0.97 | 0.91 | 0.89 | 0.94 | 0.94 | 0.69 | 0.78 | 0.89 | 0.5 |
RSquared | NA | 0.72 | 0.7 | 0.84 | 0.81 | 0.78 | NA | NA | 0.79 | 0.76 | 0.92 | 0.65 | 0.84 | 0.52 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.91 | 0.87 | 0.84 | 0.75 | 0.82 | 0.83 | 0.89 | 0.77 | 0.64 | 0.66 | 0.4 |
Yield(%) | N/A | 0.0 | 11.6 | 10.3 | 12.1 | 9.3 | 17.2 | 10.8 | N/A | 12.3 | 8.3 | 19.2 | 16.4 | 12.6 | 13.7 | 6.1 | 4.7 | 3.4 | 2.1 | 1.0 | 3.2 | 2.2 | 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 | -2.5 | -20.6 | 91.9 | 2309.6 | N/A | N/A | N/A | -2.5 | -61.1 | 18.2 | 44.6 | -26.4 | 141.3 | 34.6 | 25.7 | 88.8 | 181.7 | -62.4 | 45.4 | 8566.7 | 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 11/20/1998
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