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ClearBridge Small Cap Fund Class A2 (LBRTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.04+0.53 (+1.05%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return13.14%
5-Year Average Return0.00%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)30.37%
Worst 1 Yr Total Return (Feb 3, 2019)-9.27%
Best 3-Yr Total Return30.37%
Worst 3-Yr Total Return6.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLBRTXCategory
YTD21.87%20.19%
1-Month3.72%0.02%
3-Month11.13%4.36%
1-Year70.81%60.18%
3-Year11.48%11.32%
5-Year11.26%13.88%
10-Year0.00%11.19%
Last Bull Market26.97%27.98%
Last Bear Market-30.50%-24.08%

Annual Total Return (%) History

Year
LBRTXCategory
2021
N/AN/A
2020
3.03%10.99%
2019
30.37%23.75%
2018
-9.27%-12.72%
2017
11.63%12.28%
2016
27.11%20.78%
2015
-4.56%-5.38%
2014
N/A3.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202112.77%N/AN/AN/A
2020-38.73%23.29%4.90%30.02%
201916.81%2.62%-4.00%13.30%
2018-0.99%6.40%7.73%-20.04%
20172.99%3.35%2.61%2.22%
20160.83%6.98%7.06%10.08%
20152.46%0.65%-8.99%1.69%
20148.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD53
1-Month40
3-Month38
1-Year44
3-Year56
5-Year53

Load Adjusted Returns

1-Year55.91%
3-Year9.51%
5-Year12.64%
10-Year9.46%