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ClearBridge Large Cap Growth Fund (SBLGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.84+0.93 (+1.69%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.70%
5-Year Average Return12.68%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Apr 22, 2024)44.75%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return44.75%
Worst 3-Yr Total Return2.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBLGXCategory
YTD13.20%12.38%
1-Month1.13%5.09%
3-Month13.20%10.28%
1-Year40.70%41.70%
3-Year10.03%22.56%
5-Year14.72%21.98%
10-Year14.13%15.99%
Last Bull Market32.90%25.99%
Last Bear Market-23.02%-17.29%

Annual Total Return (%) History

Year
SBLGXCategory
2024
N/AN/A
2023
44.75%N/A
2022
-33.02%N/A
2021
21.57%N/A
2020
30.83%35.86%
2019
31.69%31.90%
2018
-0.34%-2.09%
2017
25.04%27.67%
2016
6.85%3.23%
2015
9.10%3.60%
2014
13.23%10.00%
2013
37.46%33.92%
2012
20.17%15.34%
2011
-1.61%-2.46%
2010
8.98%15.53%
2009
41.24%35.68%
2008
-37.16%-40.67%
2007
4.63%13.35%
2006
4.26%7.05%
2005
5.12%6.71%
2004
0.23%7.81%
2003
46.74%28.66%
2002
-25.58%-27.64%
2001
-12.79%-22.30%
2000
-8.78%-13.05%
1999
30.84%38.87%
1998
56.00%34.55%
1997
N/A26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.20%N/AN/AN/A
202316.45%13.78%-5.34%15.41%
2022-11.73%-23.02%-5.60%4.41%
20210.17%11.15%0.22%8.95%
2020-15.07%25.82%12.51%8.81%
201915.66%5.10%-0.53%8.91%
20181.65%5.20%7.66%-13.44%
20176.36%4.49%5.19%6.96%
2016-1.17%1.59%5.59%0.79%
20153.10%1.81%-4.14%8.43%
20140.80%4.27%2.64%4.96%
201311.38%3.30%7.65%10.99%
201214.87%-4.19%8.11%1.00%
20113.09%1.08%-13.65%9.34%
20104.31%-15.72%12.83%9.87%
20092.16%13.98%12.37%7.95%
2008-9.45%-5.55%-7.18%-20.84%
2007-3.05%7.19%5.54%-4.60%
20060.00%-6.66%5.96%5.41%
2005-7.68%3.67%7.41%2.27%
20040.05%1.05%-10.52%10.79%
20031.48%21.34%6.06%12.36%
2002-0.70%-18.50%-14.90%8.07%
2001-14.19%6.15%-17.06%15.42%
20007.59%-2.85%-3.85%-9.23%
199913.03%0.68%-7.04%23.69%
199815.84%10.98%-12.69%38.99%
19972.54%N/AN/AN/A

Rank In Category (By Total Return)

YTD37
1-Month89
3-Month37
1-Year32
3-Year38
5-Year58

Load Adjusted Returns

1-Year32.96%
3-Year7.97%
5-Year13.43%
10-Year13.49%