It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LSIFX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IS (MUTUAL FUND)
Basic Info 136.56 3.18(2.28%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 14.40% |
| Expenses | 1.24% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 0.7 | 8.1 | 13.5 | -2.8 | 3.3 | 6.2 | 6.2 | 13.9 | 12.5 | 24.5 | -32.9 | -11.4 | 3.5 | 24.7 | -7.6 | 14.7 | 6.2 | -4.0 | 15.0 | 45.3 | 19.2 | 2.0 | 24.5 | 33.5 | -35.3 |
| Sharpe Ratio | NA | -0.04 | 0.31 | 0.53 | -0.23 | 0.07 | NA | 0.22 | 0.47 | 0.56 | 1.32 | -1.13 | -0.42 | 0.09 | 1.6 | -0.46 | 1.42 | 0.34 | -0.24 | 1.05 | 3.26 | 1.27 | 0.07 | 1.21 | 1.15 | -1.09 |
| Draw Down(%) | NA | 12.6 | 14.5 | 23.7 | 49.1 | 49.1 | NA | 49.1 | 23.7 | 11.0 | 14.0 | 34.7 | 26.5 | 32.6 | 8.7 | 22.3 | 5.7 | 14.1 | 17.3 | 10.2 | 6.0 | 10.2 | 24.4 | 17.0 | 24.9 | 47.7 |
| Standard Deviation(%) | NA | 19.5 | 17.3 | 19.1 | 23.5 | 22.7 | NA | 23.4 | 23.5 | 15.8 | 15.9 | 30.6 | 27.4 | 37.6 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.2 | 26.5 | 20.2 | 29.0 | 63.2 |
| Treynor Ratio | NA | -0.01 | 0.06 | 0.12 | -0.07 | 0.02 | NA | 0.06 | 0.12 | 0.12 | 0.29 | -0.47 | -0.16 | 0.04 | 0.41 | -0.11 | 0.16 | 0.06 | -0.04 | 0.15 | 0.43 | 0.2 | 0.02 | 0.25 | 0.3 | -0.61 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.04 | -0.03 | NA | -0.02 | 0.0 | -0.04 | -0.03 | -0.01 | -0.07 | -0.13 | 0.0 | -0.03 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.01 | 0.01 | 0.04 | -0.01 | 0.02 |
| Beta | NA | 0.89 | 0.88 | 0.82 | 0.78 | 0.78 | NA | 0.89 | 0.9 | 0.71 | 0.74 | 0.74 | 0.73 | 0.84 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 1.0 | 1.11 | 1.13 |
| RSquared | NA | 0.77 | 0.76 | 0.81 | 0.71 | 0.68 | NA | 0.77 | 0.9 | 0.75 | 0.76 | 0.8 | 0.37 | 0.66 | 0.52 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.9 | 14.6 | 12.1 | 0.0 | 0.0 | 0.5 | 12.6 | 13.7 | 6.1 | 4.8 | 3.4 | 2.0 | 1.0 | 3.1 | 2.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.8 | 34.8 | N/A | N/A | -100.0 | -95.9 | -26.2 | 139.0 | 32.4 | 29.9 | 88.5 | 181.0 | -62.3 | 45.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to LSIFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
