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SBLBX: LEGG MASON CLEARBRIDGE LARGE CAP GROWTH FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/05/1997 |
| Last Dividend Date: | 12/11/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.16% |
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Performance Analytics (As of 12/21/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/1997 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 3.4 | 16.4 | 12.9 | 6.7 | 4.5 | 7.1 | 4.2 | 12.0 | 36.1 | 19.1 | -2.5 | 11.6 | 40.3 | -37.7 | 3.9 | 3.5 | 4.3 | -0.5 | 45.6 | -26.1 | -13.5 | -9.4 | 29.1 | 53.6 | 4.7 |
| Sharpe Ratio | NA | 0.22 | 1.21 | 0.79 | 0.29 | NA | 0.26 | 0.27 | 0.93 | 3.01 | 1.36 | -0.11 | 0.64 | 1.57 | -1.03 | 0.05 | 0.01 | 0.17 | -0.1 | 2.25 | -0.92 | -0.62 | -0.52 | 1.15 | 1.93 | 0.46 |
| Draw Down(%) | NA | 12.1 | 12.1 | 18.5 | 52.5 | NA | 56.5 | 12.1 | 8.2 | 5.5 | 10.6 | 18.5 | 16.0 | 17.7 | 48.7 | 9.9 | 15.1 | 9.2 | 19.2 | 13.1 | 35.9 | 33.1 | 21.9 | 12.7 | 26.5 | 11.2 |
| Standard Deviation(%) | NA | 15.5 | 13.6 | 16.3 | 20.3 | NA | 21.6 | 15.7 | 12.9 | 12.0 | 14.1 | 23.9 | 18.0 | 25.6 | 37.5 | 16.1 | 12.1 | 12.0 | 15.3 | 19.9 | 29.6 | 26.2 | 26.1 | 22.4 | 25.9 | 25.5 |
| Treynor Ratio | NA | 0.04 | 0.18 | 0.14 | 0.06 | NA | 0.06 | 0.05 | 0.13 | 0.38 | 0.21 | -0.03 | 0.13 | 0.4 | -0.4 | 0.01 | 0.0 | 0.02 | -0.01 | 0.45 | -0.3 | -0.24 | -0.21 | 0.27 | 0.51 | 0.13 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.02 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | 0.01 | -0.02 | -0.03 | 0.06 | 0.04 | 0.04 | 0.01 | 0.04 | 0.07 | 0.06 |
| Beta | NA | 0.91 | 0.93 | 0.91 | 0.93 | NA | 0.87 | 0.91 | 0.92 | 0.96 | 0.93 | 0.89 | 0.89 | 1.0 | 0.96 | 0.9 | 0.84 | 0.91 | 0.99 | 1.0 | 0.91 | 0.69 | 0.66 | 0.97 | 0.99 | 0.92 |
| RSquared | NA | 0.89 | 0.92 | 0.94 | 0.91 | NA | 0.87 | 0.89 | 0.95 | 0.93 | 0.91 | 0.97 | 0.9 | 0.91 | 0.91 | 0.85 | 0.82 | 0.8 | 0.89 | 0.93 | 0.95 | 0.85 | 0.77 | 0.84 | 0.83 | 0.86 |
| Yield(%) | N/A | 0.0 | 7.2 | 8.4 | 4.4 | 3.0 | N/A | 0.0 | 7.9 | 11.7 | 8.6 | 15.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -13.5 | N/A | N/A | N/A | N/A | -100.0 | -18.7 | 50.5 | -53.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/1997
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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