Find A Portfolio/Ticker
Comparison Box
SHRAX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 104.48 0.93(0.90%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (27%) |
Start Date: | 09/27/1984 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 13.89% |
Expenses | 1.24% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | -0.0 | 19.8 | -3.7 | 5.1 | 5.5 | 11.5 | 6.9 | 9.5 | 24.1 | -25.8 | 7.9 | 19.7 | 24.3 | -7.9 | 14.2 | 5.7 | -4.4 | 14.5 | 44.6 | 18.5 | 1.5 | 23.9 | 32.7 | -42.4 | 1.2 | 8.0 | 12.5 | 10.6 | 36.7 | -32.7 | -5.0 | 19.1 | 63.8 | 35.1 | 28.6 | 2.8 | 23.5 | -4.9 | 21.1 | 2.0 | 37.3 | -11.3 | 26.9 | 6.2 | -11.8 | 18.8 | 27.4 | -5.9 |
Sharpe Ratio | NA | -0.78 | 0.6 | -0.28 | 0.13 | 0.21 | NA | NA | 0.32 | 1.25 | -0.95 | 0.47 | 0.55 | 1.58 | -0.48 | 1.38 | 0.31 | -0.26 | 1.01 | 3.21 | 1.23 | 0.05 | 1.18 | 1.13 | -1.0 | -0.1 | 0.35 | 0.84 | 0.68 | 1.81 | -1.06 | -0.27 | 0.44 | 2.61 | 1.21 | 1.18 | -0.04 | 1.15 | -0.46 | 1.09 | -0.02 | 1.55 | -0.71 | 1.15 | 0.08 | -0.33 | 0.76 | 1.54 | -1.93 |
Draw Down(%) | NA | 6.8 | 14.1 | 33.7 | 33.7 | 33.7 | NA | NA | 57.3 | 14.1 | 30.2 | 10.6 | 32.7 | 8.7 | 22.3 | 5.7 | 14.2 | 17.5 | 10.2 | 6.0 | 10.3 | 24.5 | 17.0 | 25.0 | 53.1 | 12.0 | 11.7 | 8.4 | 15.1 | 12.7 | 42.1 | 30.4 | 22.0 | 11.9 | 27.3 | 17.2 | 21.7 | 15.3 | 17.9 | 17.0 | 22.9 | 13.1 | 32.5 | 14.7 | 16.6 | 50.7 | 20.8 | 14.5 | 9.0 |
Standard Deviation(%) | NA | 15.3 | 15.2 | 21.0 | 23.7 | 20.2 | NA | NA | 22.7 | 16.0 | 28.9 | 16.7 | 35.2 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.1 | 26.5 | 20.2 | 29.0 | 43.0 | 17.1 | 13.7 | 12.4 | 14.2 | 19.8 | 31.8 | 27.5 | 33.8 | 23.2 | 26.4 | 21.2 | 16.4 | 17.1 | 17.0 | 17.3 | 18.4 | 21.5 | 23.4 | 18.4 | 19.0 | 47.8 | 19.1 | 14.5 | 14.0 |
Treynor Ratio | NA | -0.17 | 0.13 | -0.08 | 0.04 | 0.05 | NA | NA | 0.09 | 0.27 | -0.36 | 0.13 | 0.22 | 0.4 | -0.11 | 0.16 | 0.05 | -0.05 | 0.15 | 0.43 | 0.2 | 0.01 | 0.24 | 0.29 | -0.39 | -0.02 | 0.05 | 0.11 | 0.11 | 0.38 | -0.36 | -0.11 | 0.19 | 0.68 | 0.35 | 0.28 | -0.01 | 0.29 | -0.08 | 0.17 | 0.0 | 0.31 | -0.16 | 0.26 | 0.02 | -0.29 | 0.44 | 1.72 | -0.73 |
Alpha | NA | -0.08 | -0.03 | -0.02 | -0.02 | -0.02 | NA | 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 | -0.01 | -0.03 | 0.02 | 0.01 | 0.02 | 0.04 | 0.01 | 0.08 | 0.14 | 0.14 | 0.03 | 0.03 | -0.03 | 0.01 | -0.03 | 0.09 | 0.01 | -0.03 | -0.05 | -0.01 | 0.0 | 0.05 | 0.08 | 0.07 | -0.1 |
Beta | NA | 0.69 | 0.71 | 0.73 | 0.78 | 0.8 | NA | NA | 0.83 | 0.74 | 0.75 | 0.62 | 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 | 0.95 | 0.69 | 0.78 | 0.9 | 0.91 | 0.88 | 0.7 | 0.67 | 1.01 | 1.12 | 1.15 | 1.06 | 1.0 | 0.82 | 1.0 | 0.55 | 0.33 | 0.13 | 0.37 |
RSquared | NA | 0.71 | 0.7 | 0.84 | 0.81 | 0.78 | NA | NA | 0.64 | 0.76 | 0.92 | 0.64 | 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 | 0.84 | 0.89 | 0.77 | 0.64 | 0.67 | 0.69 | 0.7 | 0.38 | 0.17 | 0.4 | 0.42 | 0.48 | 0.6 | 0.67 | 0.36 | 0.69 | 0.21 | 0.14 | 0.03 | 0.02 |
Yield(%) | N/A | 0.0 | 14.4 | 11.7 | 13.3 | 9.9 | 19.2 | 10.6 | N/A | 15.0 | 10.1 | 22.4 | 18.4 | 13.9 | 14.9 | 6.3 | 4.9 | 3.7 | 2.2 | 1.1 | 3.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 1.4 | 2.3 | 6.2 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -4.5 | -19.6 | 95.2 | 2281.5 | N/A | N/A | N/A | -4.5 | -61.1 | 19.9 | 45.3 | -26.4 | 149.1 | 35.0 | 19.1 | 88.8 | 181.7 | -62.4 | 45.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -50.0 | N/A | N/A | -100.0 | -18.2 | -55.1 | 142.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.38% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.62% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.86% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.48% (98%)
- GAM (General American Investors Closed Fund) 1.37% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.14% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 1.33% (97%)
- FXBY (Foxby Corp) 1.62% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.30% (22%)