Advertisement
U.S. Markets closed

ClearBridge Small Cap Growth FI (LMPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.52-0.04 (-0.11%)
At close: 06:45PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.41%
5-Year Average Return5.98%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Oct 31, 2024)45.07%
Worst 1 Yr Total Return (Oct 31, 2024)N/A
Best 3-Yr Total Return45.07%
Worst 3-Yr Total Return-4.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLMPSXCategory
YTD2.69%12.40%
1-Month1.38%3.37%
3-Month4.98%4.88%
1-Year13.58%55.69%
3-Year-6.63%19.34%
5-Year6.48%20.72%
10-Year8.59%13.98%
Last Bull Market25.10%27.85%
Last Bear Market-20.75%-24.06%

Annual Total Return (%) History

Year
LMPSXCategory
2024
N/AN/A
2023
8.60%N/A
2022
-28.85%N/A
2021
11.81%N/A
2020
43.42%38.62%
2019
25.26%27.68%
2018
4.17%-5.76%
2017
24.96%21.50%
2016
5.84%11.20%
2015
-4.81%-2.41%
2014
3.27%2.44%
2013
45.07%40.91%
2012
18.81%13.15%
2011
0.58%-3.55%
2010
25.29%26.98%
2009
42.44%35.46%
2008
-40.75%-41.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.63%-4.69%4.98%N/A
20236.48%1.19%-8.88%10.61%
2022-14.42%-20.75%-1.08%6.04%
20214.25%7.85%-3.08%2.59%
2020-23.82%39.19%11.04%21.81%
201914.93%4.85%-3.41%7.60%
20186.00%12.06%10.74%-20.81%
20175.59%5.88%5.33%6.11%
2016-8.76%4.16%10.32%0.95%
20151.24%0.24%-12.78%7.54%
2014-0.28%-1.23%-3.92%9.13%
201314.42%2.86%14.02%8.11%
201218.17%-4.20%5.30%-0.33%
20118.29%0.80%-20.94%16.53%
20105.45%-9.03%15.30%13.27%
2009-3.62%20.95%15.10%6.17%
2008-12.00%7.48%-11.28%-29.39%

Rank In Category (By Total Return)

YTD95
1-Month45
3-Month85
1-Year95
3-Year85
5-Year90

Load Adjusted Returns

1-Year13.58%
3-Year-6.63%
5-Year6.48%
10-Year8.59%