Nasdaq - Delayed Quote USD

ClearBridge Large Cap Growth Fund (SBLGX)

55.73 +0.60 (+1.09%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.49%
5y Average Return 12.48%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 44.75%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 44.75%
Worst 3Y Total Return 2.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBLGX
Category
YTD
13.20%
12.38%
1-Month
1.13%
5.09%
3-Month
13.20%
10.28%
1-Year
40.70%
41.70%
3-Year
10.03%
22.56%
5-Year
14.72%
21.98%
10-Year
14.13%
15.99%
Last Bull Market
32.90%
25.99%
Last Bear Market
-23.02%
-17.29%

Annual Total Return (%) History

Year
SBLGX
Category
2024
--
--
2023
44.75%
--
2022
-33.02%
--
2021
21.57%
--
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
--
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.20% -- -- --
2023 16.45% 13.78% -5.34% 15.41%
2022 -11.73% -23.02% -5.60% 4.41%
2021 0.17% 11.15% 0.22% 8.95%
2020 -15.07% 25.82% 12.51% 8.81%
2019 15.66% 5.10% -0.53% 8.91%
2018 1.65% 5.20% 7.66% -13.44%
2017 6.36% 4.49% 5.19% 6.96%
2016 -1.17% 1.59% 5.59% 0.79%
2015 3.10% 1.81% -4.14% 8.43%

2014 0.80% 4.27% 2.64% 4.96%
2013 11.38% 3.30% 7.65% 10.99%
2012 14.87% -4.19% 8.11% 1.00%
2011 3.09% 1.08% -13.65% 9.34%
2010 4.31% -15.72% 12.83% 9.87%
2009 2.16% 13.98% 12.37% 7.95%
2008 -9.45% -5.55% -7.18% -20.84%
2007 -3.05% 7.19% 5.54% -4.60%
2006 0.00% -6.66% 5.96% 5.41%
2005 -7.68% 3.67% 7.41% 2.27%
2004 0.05% 1.05% -10.52% 10.79%
2003 1.48% 21.34% 6.06% 12.36%
2002 -0.70% -18.50% -14.90% 8.07%
2001 -14.19% 6.15% -17.06% 15.42%
2000 7.59% -2.85% -3.85% -9.23%
1999 13.03% 0.68% -7.04% 23.69%
1998 15.84% 10.98% -12.69% 38.99%
1997 2.54% -- -- --

Rank in Category (By Total Return)

YTD 37
1-Month 89
3-Month 37
1-Year 32
3-Year 38
5-Year 58

Load Adjusted Returns

1-Year 32.96%
3-Year 7.97%
5-Year 13.43%
10-Year 13.49%

Performance & Risk

YTD Return 8.49%
5y Average Return 12.48%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Franklin Templeton Investments
Net Assets 11.23B
YTD Return 13.20%
Yield 0.00%
Morningstar Rating
Inception Date Oct 15, 1997

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 or other investments with similar economic characteristics of U.S. companies with large market capitalizations.

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