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ClearBridge Select I (LBFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.17-0.16 (-0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.73%
5-Year Average Return13.11%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)58.71%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return58.71%
Worst 3-Yr Total Return-0.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLBFIXCategory
YTD3.48%10.80%
1-Month2.82%4.43%
3-Month-2.53%7.00%
1-Year17.41%48.17%
3-Year-2.36%21.26%
5-Year13.65%20.18%
10-Year14.94%14.07%
Last Bull Market28.00%27.14%
Last Bear Market-22.74%-21.26%

Annual Total Return (%) History

Year
LBFIXCategory
2024
N/AN/A
2023
24.13%N/A
2022
-33.13%N/A
2021
20.29%N/A
2020
58.71%39.26%
2019
33.47%32.52%
2018
10.48%-6.65%
2017
38.94%23.91%
2016
4.18%6.03%
2015
-3.92%-0.95%
2014
13.60%7.00%
2013
50.90%34.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.64%N/AN/AN/A
20238.33%8.13%-6.31%13.10%
2022-15.92%-22.74%-4.51%7.79%
20215.94%11.54%-1.33%3.17%
2020-18.34%45.45%14.88%16.31%
201917.80%4.44%-1.19%9.80%
20189.86%10.95%8.52%-16.48%
201712.22%9.07%4.62%8.50%
2016-8.26%3.32%13.07%-2.80%
2015-0.80%1.31%-12.12%8.80%
20140.20%0.81%1.21%11.10%
201312.25%2.46%20.88%8.54%

Rank In Category (By Total Return)

YTD61
1-Month37
3-Month65
1-Year69
3-Year68
5-Year9

Load Adjusted Returns

1-Year17.41%
3-Year-2.36%
5-Year13.65%
10-Year14.94%