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ClearBridge Large Cap Growth Fund (SBLYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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65.60-0.51 (-0.77%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.40%
5-Year Average Return12.66%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Apr 24, 2024)45.19%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return45.19%
Worst 3-Yr Total Return2.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBLYXCategory
YTD13.28%12.38%
1-Month1.17%5.09%
3-Month13.28%10.28%
1-Year41.12%41.70%
3-Year10.35%22.56%
5-Year15.06%21.98%
10-Year14.48%15.99%
Last Bull Market33.20%25.99%
Last Bear Market-22.95%-17.29%

Annual Total Return (%) History

Year
SBLYXCategory
2024
N/AN/A
2023
45.19%N/A
2022
-32.82%N/A
2021
21.91%N/A
2020
31.18%35.86%
2019
32.08%31.90%
2018
-0.05%-2.09%
2017
25.43%27.67%
2016
7.19%3.23%
2015
9.47%3.60%
2014
13.59%10.00%
2013
38.06%33.92%
2012
20.76%15.34%
2011
-1.33%-2.46%
2010
9.44%15.53%
2009
41.87%35.68%
2008
-36.98%-40.67%
2007
5.04%13.35%
2006
4.68%7.05%
2005
5.52%6.71%
2004
0.63%7.81%
2003
47.30%28.66%
2002
-25.28%-27.64%
2001
-12.51%-22.30%
2000
-8.43%-13.05%
1999
31.31%38.87%
1998
56.59%34.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.28%N/AN/AN/A
202316.54%13.87%-5.29%15.52%
2022-11.67%-22.95%-5.54%4.50%
20210.24%11.22%0.30%9.02%
2020-15.02%25.90%12.60%8.89%
201915.73%5.20%-0.47%9.00%
20181.71%5.29%7.74%-13.38%
20176.44%4.57%5.28%7.03%
2016-1.09%1.67%5.66%0.88%
20153.22%1.88%-4.06%8.50%
20140.89%4.34%2.73%5.03%
201311.53%3.43%7.74%11.08%
201214.99%-4.05%8.28%1.09%
20113.21%1.10%-13.56%9.39%
20104.38%-15.70%13.07%10.00%
20092.25%14.11%12.47%8.12%
2008-9.36%-5.42%-7.11%-20.86%
2007-2.94%7.22%5.65%-4.47%
20060.13%-6.57%6.09%5.48%
2005-7.57%3.76%7.52%2.33%
20040.18%1.12%-10.43%10.91%
20031.58%21.43%6.20%12.44%
2002-0.59%-18.39%-14.82%8.13%
2001-14.10%6.22%-17.01%15.55%
20007.69%-2.75%-3.73%-9.17%
199913.17%0.72%-6.95%23.81%
199815.99%11.10%-12.59%39.03%

Rank In Category (By Total Return)

YTD36
1-Month88
3-Month36
1-Year29
3-Year33
5-Year53

Load Adjusted Returns

1-Year41.12%
3-Year10.35%
5-Year15.06%
10-Year14.48%