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ClearBridge Small Cap I (LMNSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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67.13+0.67 (+1.01%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.57%
5-Year Average Return4.63%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (May 8, 2024)80.47%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return80.47%
Worst 3-Yr Total Return-0.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLMNSXCategory
YTD-3.22%20.19%
1-Month-6.21%0.02%
3-Month0.42%4.36%
1-Year11.37%60.18%
3-Year-2.95%11.32%
5-Year3.59%13.88%
10-Year7.07%11.19%
Last Bull Market21.56%27.98%
Last Bear Market-17.10%-24.08%

Annual Total Return (%) History

Year
LMNSXCategory
2024
N/AN/A
2023
17.15%N/A
2022
-20.40%N/A
2021
19.15%N/A
2020
3.43%10.99%
2019
30.94%23.75%
2018
-8.88%-12.72%
2017
12.10%12.28%
2016
27.72%20.78%
2015
-4.19%-5.38%
2014
8.10%3.79%
2013
36.40%37.39%
2012
19.45%15.46%
2011
-16.45%-4.07%
2010
20.28%25.61%
2009
80.47%31.80%
2008
-53.75%-36.56%
2007
-2.60%-1.10%
2006
8.94%15.03%
2005
9.47%6.75%
2004
14.22%18.94%
2003
55.91%43.41%
2002
-7.75%-16.22%
2001
3.38%8.92%
2000
-11.09%11.89%
1999
36.97%19.95%
1998
24.50%-3.03%
1997
23.44%26.36%
1996
30.04%21.50%
1995
23.83%27.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.19%N/AN/AN/A
20232.82%9.56%-5.22%9.73%
2022-3.85%-17.10%-6.48%6.79%
202112.86%6.98%-4.94%3.81%
2020-38.69%23.42%5.04%30.12%
201916.96%2.70%-3.91%13.44%
2018-0.89%6.50%7.85%-19.96%
20173.10%3.47%2.69%2.33%
20160.95%7.11%7.19%10.20%
20152.51%0.78%-8.87%1.77%
20141.15%4.48%-5.74%8.52%
201312.66%2.93%5.79%11.19%
201216.37%-4.97%2.78%5.10%
20115.02%-2.78%-25.71%10.15%
201010.99%-12.83%12.19%10.81%
2009-2.33%33.39%31.83%5.08%
2008-22.97%2.12%-13.20%-32.27%
20075.11%8.42%-3.40%-11.53%
20067.44%-9.19%1.86%9.62%
2005-5.21%4.93%5.63%4.21%
20043.81%3.67%-7.22%14.41%
2003-0.95%29.47%6.78%13.85%
20026.14%-14.78%-10.36%13.78%
2001-5.97%14.63%-26.07%29.72%
20000.56%-6.60%3.06%-8.14%
19995.97%8.28%-2.93%22.97%
199811.91%-0.58%-20.33%40.46%
1997-4.35%16.19%15.42%-3.77%
199610.21%5.86%2.71%8.51%
19955.14%7.98%8.98%0.08%

Rank In Category (By Total Return)

YTD83
1-Month58
3-Month86
1-Year76
3-Year87
5-Year94

Load Adjusted Returns

1-Year11.37%
3-Year-2.95%
5-Year3.59%
10-Year7.07%