Nasdaq - Delayed Quote USD

ClearBridge International Sm Cap IS (CBISX)

12.14 +0.02 (+0.20%)
At close: January 18 at 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.33%
5y Average Return -2.74%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (Jan 18, 2023) 32.80%
Worst 1Y Total Return (Jan 18, 2023) --
Best 3Y Total Return 32.80%
Worst 3Y Total Return -1.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBISX
Category
YTD
0.33%
14.60%
1-Month
2.79%
-1.66%
3-Month
14.24%
5.70%
1-Year
-16.78%
46.89%
3-Year
0.34%
6.61%
5-Year
-2.74%
9.96%
10-Year
0.00%
6.46%
Last Bull Market
46.50%
14.17%
Last Bear Market
-16.42%
-22.90%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 87
1-Month 28
3-Month 45
1-Year 87
3-Year 69
5-Year 85

Load Adjusted Returns

1-Year -16.94%
3-Year 0.23%
5-Year -1.95%
10-Year 4.49%

Performance & Risk

YTD Return 0.33%
5y Average Return -2.74%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Value
Fund Family Franklin Templeton Investments
Net Assets 25.11M
YTD Return 0.33%
Yield 3.52%
Morningstar Rating
Inception Date Oct 01, 2010

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of small capitalization companies or other investments with similar economic characteristics. It will invest substantially all its assets outside the United States. The fund may focus a significant portion of its investments in one or more countries from time to time.

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