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ClearBridge Mid Cap R (LMREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
34.06+0.48 (+1.43%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.77%
5-Year Average Return6.85%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Nov 3, 2024)36.85%
Worst 1 Yr Total Return (Nov 3, 2024)N/A
Best 3-Yr Total Return36.85%
Worst 3-Yr Total Return1.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLMREXCategory
YTD7.00%17.04%
1-Month2.07%-0.01%
3-Month7.43%5.47%
1-Year17.36%50.44%
3-Year-0.63%13.15%
5-Year7.61%13.75%
10-Year7.39%11.35%
Last Bull Market23.29%25.95%
Last Bear Market-17.40%-22.55%

Annual Total Return (%) History

Year
LMREXCategory
2024
N/AN/A
2023
13.09%N/A
2022
-25.43%N/A
2021
28.11%N/A
2020
15.79%12.39%
2019
32.43%26.21%
2018
-13.15%-11.15%
2017
12.40%15.93%
2016
8.16%14.14%
2015
1.98%-4.75%
2014
7.53%7.80%
2013
36.85%34.10%
2012
17.80%16.15%
2011
-3.95%-3.81%
2010
21.85%22.52%
2009
34.26%37.39%
2008
N/A-39.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.83%-5.89%7.43%N/A
20231.64%5.53%-3.87%9.68%
2022-10.02%-17.40%-6.54%7.35%
202110.90%4.40%1.76%8.74%
2020-27.37%21.49%9.20%20.15%
201916.59%4.42%0.91%7.80%
2018-2.94%2.32%5.06%-16.76%
20174.13%1.84%2.52%3.39%
2016-2.00%-1.64%5.12%6.74%
20154.59%0.58%-7.00%4.25%
20142.70%2.96%-4.84%6.87%
201310.97%2.98%10.94%7.95%
201214.80%-6.27%5.42%3.86%
20116.87%0.31%-22.52%15.64%
20104.64%-9.97%14.24%13.21%
2009-4.70%18.42%14.26%4.12%
2008-23.27%N/AN/AN/A

Rank In Category (By Total Return)

YTD96
1-Month35
3-Month65
1-Year96
3-Year99
5-Year93

Load Adjusted Returns

1-Year17.36%
3-Year-0.63%
5-Year7.61%
10-Year7.39%