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ClearBridge Mid Cap IS (LSIRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.49-0.19 (-0.46%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.46%
5-Year Average Return8.59%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 20, 2024)37.81%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return37.81%
Worst 3-Yr Total Return2.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSIRXCategory
YTD0.23%17.04%
1-Month-5.46%-0.01%
3-Month2.63%5.47%
1-Year13.20%50.44%
3-Year-1.64%13.15%
5-Year7.14%13.75%
10-Year7.48%11.35%
Last Bull Market23.68%25.95%
Last Bear Market-17.25%-22.55%

Annual Total Return (%) History

Year
LSIRXCategory
2024
N/AN/A
2023
13.90%N/A
2022
-24.92%N/A
2021
29.02%N/A
2020
16.59%12.39%
2019
33.38%26.21%
2018
-12.56%-11.15%
2017
13.21%15.93%
2016
8.90%14.14%
2015
2.72%-4.75%
2014
8.29%7.80%
2013
37.81%34.10%
2012
18.69%16.15%
2011
-3.22%-3.81%
2010
22.71%22.52%
2009
34.97%37.39%
2008
N/A-39.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.02%N/AN/AN/A
20231.83%5.73%-3.72%9.87%
2022-9.87%-17.25%-6.36%7.51%
202111.10%4.58%1.92%8.95%
2020-27.23%21.67%9.40%20.37%
201916.83%4.59%1.10%7.97%
2018-2.78%2.51%5.21%-16.60%
20174.34%2.01%2.68%3.59%
2016-1.84%-1.45%5.26%6.95%
20154.79%0.75%-6.85%4.45%
20142.89%3.12%-4.66%7.05%
201311.16%3.18%11.10%8.15%
201215.02%-6.11%5.62%4.06%
20117.02%0.50%-22.34%15.86%
20104.77%-9.78%14.39%13.48%
2009-4.61%18.56%14.49%4.24%
2008-23.12%N/AN/AN/A

Rank In Category (By Total Return)

YTD86
1-Month40
3-Month76
1-Year73
3-Year92
5-Year84

Load Adjusted Returns

1-Year13.20%
3-Year-1.64%
5-Year7.14%
10-Year7.48%