Nasdaq - Delayed Quote USD

ClearBridge Small Cap Growth IS (LMOIX)

39.47 +0.35 (+0.89%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.55%
5y Average Return 5.19%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 45.73%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 45.73%
Worst 3Y Total Return -4.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMOIX
Category
YTD
2.76%
12.40%
1-Month
0.51%
3.37%
3-Month
2.76%
4.88%
1-Year
5.16%
55.69%
3-Year
-4.82%
19.34%
5-Year
7.21%
20.72%
10-Year
8.49%
13.98%
Last Bull Market
38.73%
27.85%
Last Bear Market
-20.65%
-24.06%

Annual Total Return (%) History

Year
LMOIX
Category
2024
--
--
2023
9.11%
--
2022
-28.55%
--
2021
12.34%
--
2020
44.01%
38.62%
2019
25.78%
27.68%
2018
4.58%
-5.76%
2017
25.47%
21.50%

2016
6.25%
11.20%
2015
-4.38%
-2.41%
2014
3.78%
2.44%
2013
45.73%
40.91%
2012
19.47%
13.15%
2011
1.07%
-3.55%
2010
25.91%
26.98%
2009
43.08%
35.46%
2008
--
-41.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.76% -- -- --
2023 6.62% 1.28% -8.76% 10.74%
2022 -14.32% -20.65% -0.99% 6.14%
2021 4.37% 7.98% -2.95% 2.71%
2020 -23.73% 39.36% 11.12% 21.92%
2019 15.08% 4.96% -3.32% 7.71%
2018 6.10% 12.22% 10.84% -20.75%
2017 5.68% 6.03% 5.41% 6.24%
2016 -8.65% 4.25% 10.39% 1.07%
2015 1.31% 0.37% -12.67% 7.68%

2014 -0.13% -1.14% -3.78% 9.25%
2013 14.57% 2.96% 14.13% 8.25%
2012 18.34% -4.06% 5.42% -0.18%
2011 8.42% 0.94% -20.87% 16.71%
2010 5.48% -8.84% 15.40% 13.47%
2009 -3.56% 21.01% 15.27% 6.36%
2008 -29.25% -- -- --

Rank in Category (By Total Return)

YTD 93
1-Month 95
3-Month 93
1-Year 97
3-Year 74
5-Year 76

Load Adjusted Returns

1-Year 5.16%
3-Year -4.82%
5-Year 7.21%
10-Year 8.49%

Performance & Risk

YTD Return -3.55%
5y Average Return 5.19%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 4.06B
YTD Return 2.76%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2004

Fund Summary

The fund normally invests at least 80% of its assets in equity securities of companies with small market capitalizations and related investments. The portfolio managers use a growth-oriented investment style that emphasizes small U.S. companies.

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