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ClearBridge Mid Cap Growth IS (LCMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.10+0.06 (+0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.22%
5-Year Average Return10.77%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)45.15%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return45.15%
Worst 3-Yr Total Return1.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLCMIXCategory
YTD3.14%10.80%
1-Month2.17%4.43%
3-Month-3.05%7.00%
1-Year21.30%48.17%
3-Year0.49%21.26%
5-Year12.23%20.18%
10-Year10.33%14.07%
Last Bull Market30.72%27.14%
Last Bear Market-22.97%-21.26%

Annual Total Return (%) History

Year
LCMIXCategory
2024
N/AN/A
2023
29.20%N/A
2022
-33.24%N/A
2021
22.80%N/A
2020
45.15%39.26%
2019
30.95%32.52%
2018
-5.69%-6.65%
2017
23.08%23.91%
2016
2.17%6.03%
2015
0.51%-0.95%
2014
7.40%7.00%
2013
N/A34.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.08%N/AN/AN/A
20239.48%8.72%-5.93%15.38%
2022-13.46%-22.97%-3.55%3.82%
20213.89%10.24%3.35%3.75%
2020-18.46%32.28%12.05%20.10%
201919.48%6.39%-2.83%6.01%
20183.29%0.94%8.39%-16.55%
20176.32%3.56%3.36%8.14%
2016-3.10%-0.53%4.89%1.05%
20153.29%1.20%-8.66%5.28%
20141.89%1.15%-2.05%6.40%
20137.79%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month50
3-Month73
1-Year34
3-Year40
5-Year20

Load Adjusted Returns

1-Year21.30%
3-Year0.49%
5-Year12.23%
10-Year10.33%