Canada markets open in 3 hours 43 minutes

ClearBridge Growth IS (LSIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
139.26-0.19 (-0.14%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.75%
5-Year Average Return5.82%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)45.30%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return45.30%
Worst 3-Yr Total Return-0.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSIFXCategory
YTD-1.42%14.84%
1-Month-5.37%1.65%
3-Month-2.73%7.55%
1-Year15.42%40.47%
3-Year-2.91%16.77%
5-Year4.99%16.15%
10-Year5.87%13.21%
Last Bull Market23.44%24.09%
Last Bear Market-19.19%-17.61%

Annual Total Return (%) History

Year
LSIFXCategory
2024
N/AN/A
2023
24.13%N/A
2022
-25.19%N/A
2021
8.27%N/A
2020
19.94%15.83%
2019
24.66%28.78%
2018
-7.60%-6.27%
2017
14.74%20.44%
2016
6.17%10.37%
2015
-4.00%-1.07%
2014
15.03%10.96%
2013
45.30%31.50%
2012
19.17%14.96%
2011
1.96%-1.27%
2010
24.48%14.01%
2009
33.46%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.18%N/AN/AN/A
20237.40%5.77%-5.41%15.52%
2022-8.63%-19.19%-1.99%3.37%
20215.84%6.07%-6.11%2.72%
2020-19.36%17.42%6.70%18.71%
201910.93%1.90%-1.43%11.88%
20180.47%5.62%4.53%-16.69%
20178.51%-0.21%2.57%3.31%
2016-2.58%0.14%8.66%0.15%
20153.12%-0.10%-10.96%4.66%
20146.06%6.08%0.45%1.80%
201315.96%5.65%8.77%9.05%
201214.54%-2.49%6.61%0.08%
20116.79%4.72%-19.32%13.01%
20108.24%-14.15%16.04%15.44%
2009-7.09%17.50%17.15%4.34%
2008-22.55%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month91
3-Month100
1-Year81
3-Year100
5-Year100

Load Adjusted Returns

1-Year15.42%
3-Year-2.91%
5-Year4.99%
10-Year5.87%