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ClearBridge Sustainability Leaders FI (LCSTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.10-0.08 (-0.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.07%
5-Year Average Return14.02%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)37.25%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return37.25%
Worst 3-Yr Total Return4.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLCSTXCategory
YTD6.64%5.31%
1-Month3.15%-4.19%
3-Month1.11%3.90%
1-Year18.73%20.31%
3-Year3.70%6.48%
5-Year14.76%11.78%
10-Year0.00%10.96%
Last Bull Market26.37%25.56%
Last Bear Market-16.69%-15.11%

Annual Total Return (%) History

Year
LCSTXCategory
2024
N/AN/A
2023
16.14%22.32%
2022
-21.18%-16.96%
2021
24.23%26.07%
2020
35.25%15.83%
2019
37.25%28.78%
2018
-2.75%-6.27%
2017
21.14%20.44%
2016
5.63%10.37%
2015
N/A-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.86%N/AN/AN/A
20235.04%4.25%-5.80%12.59%
2022-8.97%-16.69%-2.62%6.73%
20214.78%5.82%0.00%12.04%
2020-15.11%19.74%12.65%18.12%
201913.53%6.55%3.94%9.16%
2018-0.57%3.10%8.54%-12.61%
20175.87%3.23%3.49%7.11%
2016-0.72%-1.45%4.61%3.20%
2015-0.80%-4.74%4.23%N/A

Rank In Category (By Total Return)

YTD82
1-Month80
3-Month87
1-Year88
3-Year94
5-Year51

Load Adjusted Returns

1-Year18.73%
3-Year3.70%
5-Year14.76%
10-YearN/A