Nasdaq - Delayed Quote USD

ClearBridge Small Cap I (LMNSX)

65.23 -0.35 (-0.53%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.75%
5y Average Return 3.95%
Number of Years Up 21
Number of Years Down 8
Best 1Y Total Return (Apr 24, 2024) 80.47%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 80.47%
Worst 3Y Total Return -0.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMNSX
Category
YTD
3.19%
20.19%
1-Month
3.64%
0.02%
3-Month
3.19%
4.36%
1-Year
17.57%
60.18%
3-Year
0.53%
11.32%
5-Year
5.83%
13.88%
10-Year
7.57%
11.19%
Last Bull Market
50.80%
27.98%
Last Bear Market
-17.10%
-24.08%

Annual Total Return (%) History

Year
LMNSX
Category
2024
--
--
2023
17.15%
--
2022
-20.40%
--
2021
19.15%
--
2020
3.43%
10.99%
2019
30.94%
23.75%
2018
-8.88%
-12.72%
2017
12.10%
12.28%

2016
27.72%
20.78%
2015
-4.19%
-5.38%
2014
8.10%
3.79%
2013
36.40%
37.39%
2012
19.45%
15.46%
2011
-16.45%
-4.07%
2010
20.28%
25.61%
2009
80.47%
31.80%
2008
-53.75%
-36.56%
2007
-2.60%
-1.10%
2006
8.94%
15.03%
2005
9.47%
6.75%
2004
14.22%
18.94%
2003
55.91%
43.41%
2002
-7.75%
-16.22%
2001
3.38%
8.92%
2000
-11.09%
11.89%
1999
36.97%
19.95%
1998
24.50%
-3.03%
1997
23.44%
26.36%
1996
30.04%
21.50%
1995
23.83%
27.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.19% -- -- --
2023 2.82% 9.56% -5.22% 9.73%
2022 -3.85% -17.10% -6.48% 6.79%
2021 12.86% 6.98% -4.94% 3.81%
2020 -38.69% 23.42% 5.04% 30.12%
2019 16.96% 2.70% -3.91% 13.44%
2018 -0.89% 6.50% 7.85% -19.96%
2017 3.10% 3.47% 2.69% 2.33%
2016 0.95% 7.11% 7.19% 10.20%
2015 2.51% 0.78% -8.87% 1.77%

2014 1.15% 4.48% -5.74% 8.52%
2013 12.66% 2.93% 5.79% 11.19%
2012 16.37% -4.97% 2.78% 5.10%
2011 5.02% -2.78% -25.71% 10.15%
2010 10.99% -12.83% 12.19% 10.81%
2009 -2.33% 33.39% 31.83% 5.08%
2008 -22.97% 2.12% -13.20% -32.27%
2007 5.11% 8.42% -3.40% -11.53%
2006 7.44% -9.19% 1.86% 9.62%
2005 -5.21% 4.93% 5.63% 4.21%
2004 3.81% 3.67% -7.22% 14.41%
2003 -0.95% 29.47% 6.78% 13.85%
2002 6.14% -14.78% -10.36% 13.78%
2001 -5.97% 14.63% -26.07% 29.72%
2000 0.56% -6.60% 3.06% -8.14%
1999 5.97% 8.28% -2.93% 22.97%
1998 11.91% -0.58% -20.33% 40.46%
1997 -4.35% 16.19% 15.42% -3.77%
1996 10.21% 5.86% 2.71% 8.51%
1995 5.14% 7.98% 8.98% 0.08%

Rank in Category (By Total Return)

YTD 83
1-Month 54
3-Month 83
1-Year 64
3-Year 84
5-Year 92

Load Adjusted Returns

1-Year 17.57%
3-Year 0.53%
5-Year 5.83%
10-Year 7.57%

Performance & Risk

YTD Return -1.75%
5y Average Return 3.95%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Franklin Templeton Investments
Net Assets 922.57M
YTD Return 3.19%
Yield 0.43%
Morningstar Rating
Inception Date Feb 03, 2009

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. The adviser does not currently intend to borrow for investment purposes.

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