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SBLYX: CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 78.34 0.79(1.02%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 12/30/1997 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 4.64% |
| Expenses | 0.68% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1997 |
2024 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 4.5 | 11.8 | 23.7 | 12.8 | 13.8 | 15.8 | 11.3 | 10.3 | 22.7 | 31.2 | -37.5 | 9.9 | 24.3 | 32.1 | -0.2 | 25.5 | 7.2 | 9.5 | 13.6 | 38.0 | 20.7 | -1.0 | 9.4 | 41.9 | -37.0 | 5.0 | 4.7 | 5.5 | 0.6 | 47.3 | -25.3 | -12.5 | -8.6 | 30.5 | 55.3 | -0.0 |
| Sharpe Ratio | NA | 0.22 | 0.37 | 0.98 | 0.49 | 0.6 | NA | NA | 0.41 | 0.98 | 1.54 | -1.21 | 0.53 | 0.7 | 2.22 | -0.08 | 3.34 | 0.52 | 0.61 | 1.06 | 3.17 | 1.47 | -0.04 | 0.52 | 1.63 | -1.01 | 0.13 | 0.12 | 0.28 | -0.02 | 2.35 | -0.89 | -0.57 | -0.48 | 1.22 | 2.01 | NA |
| Draw Down(%) | NA | 20.9 | 20.9 | 20.9 | 38.1 | 38.1 | NA | NA | 52.1 | 9.2 | 11.6 | 38.8 | 12.6 | 30.2 | 8.6 | 19.9 | 2.3 | 11.4 | 12.0 | 8.1 | 5.3 | 10.2 | 18.1 | 18.3 | 17.5 | 48.2 | 9.8 | 14.6 | 8.9 | 18.7 | 13.0 | 35.3 | 32.7 | 21.3 | 12.1 | 26.3 | 0.0 |
| Standard Deviation(%) | NA | 27.8 | 22.9 | 20.9 | 21.8 | 20.7 | NA | NA | 21.3 | 16.5 | 17.7 | 32.1 | 18.4 | 34.2 | 13.8 | 19.1 | 7.5 | 13.4 | 15.5 | 12.9 | 12.0 | 14.2 | 24.0 | 17.9 | 25.6 | 37.5 | 16.1 | 12.1 | 12.0 | 15.4 | 19.9 | 29.6 | 26.2 | 26.2 | 22.4 | 25.9 | 0.0 |
| Treynor Ratio | NA | 0.07 | 0.1 | 0.24 | 0.13 | 0.15 | NA | NA | 0.1 | 0.22 | 0.34 | -0.47 | 0.2 | 0.26 | 0.48 | -0.02 | 0.31 | 0.08 | 0.1 | 0.15 | 0.4 | 0.22 | -0.01 | 0.1 | 0.42 | -0.39 | 0.02 | 0.02 | 0.04 | 0.0 | 0.47 | -0.29 | -0.22 | -0.19 | 0.28 | 0.52 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.01 | -0.02 | 0.04 | -0.07 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 | 0.01 | -0.02 | -0.02 | 0.06 | 0.04 | 0.05 | 0.02 | 0.05 | 0.07 | NA |
| Beta | NA | 0.86 | 0.83 | 0.85 | 0.81 | 0.84 | NA | NA | 0.86 | 0.74 | 0.8 | 0.83 | 0.5 | 0.91 | 0.63 | 0.9 | 0.79 | 0.87 | 0.95 | 0.92 | 0.96 | 0.93 | 0.89 | 0.9 | 1.0 | 0.96 | 0.9 | 0.85 | 0.91 | 1.0 | 0.99 | 0.91 | 0.69 | 0.66 | 0.97 | 0.99 | NA |
| RSquared | NA | 0.95 | 0.95 | 0.95 | 0.92 | 0.92 | NA | NA | 0.89 | 0.85 | 0.74 | 0.92 | 0.41 | 0.91 | 0.69 | 0.97 | 0.83 | 0.92 | 0.96 | 0.95 | 0.93 | 0.91 | 0.97 | 0.93 | 0.91 | 0.91 | 0.85 | 0.82 | 0.8 | 0.89 | 0.93 | 0.95 | 0.85 | 0.77 | 0.84 | 0.84 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.6 | 8.6 | 7.1 | 8.4 | 12.8 | 9.0 | N/A | 5.6 | 13.6 | 5.0 | 12.1 | 0.1 | 6.0 | 3.7 | 5.0 | 2.3 | 3.1 | 6.4 | 9.8 | 7.4 | 13.7 | 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 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -36.0 | 25.0 | 168.5 | 208.3 | N/A | N/A | N/A | -47.2 | 70.4 | -53.9 | 16108.0 | -98.1 | 54.6 | -11.1 | 138.3 | -24.3 | -47.4 | -18.7 | 50.5 | -53.6 | 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 | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1997
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See LARGE GROWTH Asset Class Trend Rankings |
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