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SHRAX: CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 94.05 0.87(0.92%) June 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 09/27/1984 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 19.95% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | 2.9 | 10.4 | 13.9 | -3.7 | 2.2 | 5.3 | 4.4 | 8.3 | 13.5 | 12.0 | 24.1 | -35.1 | -15.4 | 0.5 | 24.3 | -7.9 | 14.2 | 5.7 | -4.4 | 14.5 | 44.6 | 18.5 | 1.5 | 23.9 | 32.7 | -42.4 | 1.2 | 8.0 | 12.5 | 10.6 | 36.7 | -32.7 | -5.0 | 19.1 | 63.8 | 35.1 | 28.6 | 2.8 | 23.5 | -4.9 | 21.1 | 2.0 | 37.3 | -11.3 | 26.9 | 6.2 | -11.8 | 18.8 | 27.4 | -5.9 |
| Sharpe Ratio | NA | 0.24 | 0.45 | 0.56 | -0.25 | 0.02 | NA | NA | 0.26 | 0.45 | 0.53 | 1.29 | -1.16 | -0.5 | 0.01 | 1.57 | -0.48 | 1.37 | 0.31 | -0.26 | 1.01 | 3.21 | 1.23 | 0.05 | 1.18 | 1.13 | -1.01 | -0.11 | 0.34 | 0.83 | 0.68 | 1.81 | -1.06 | -0.28 | 0.44 | 2.6 | 1.2 | 1.17 | -0.05 | 1.14 | -0.47 | 1.09 | -0.03 | 1.54 | -0.72 | 1.14 | 0.07 | -0.33 | 0.75 | 1.52 | -1.97 |
| Draw Down(%) | NA | 12.7 | 14.6 | 23.7 | 52.8 | 52.8 | NA | NA | 57.3 | 23.7 | 11.0 | 14.1 | 36.8 | 29.6 | 32.7 | 8.7 | 22.3 | 5.7 | 14.2 | 17.5 | 10.2 | 6.0 | 10.3 | 24.5 | 17.0 | 25.0 | 53.1 | 12.0 | 11.7 | 8.4 | 15.1 | 12.7 | 42.1 | 30.4 | 22.0 | 11.9 | 27.3 | 17.2 | 21.7 | 15.3 | 17.9 | 17.0 | 22.9 | 13.1 | 32.5 | 14.7 | 16.6 | 50.7 | 20.8 | 14.5 | 9.0 |
| Standard Deviation(%) | NA | 19.4 | 17.1 | 19.0 | 24.6 | 23.4 | NA | NA | 23.1 | 23.5 | 15.8 | 16.0 | 31.6 | 30.9 | 38.6 | 14.5 | 19.4 | 9.9 | 17.7 | 17.1 | 14.3 | 13.9 | 15.1 | 26.5 | 20.2 | 29.0 | 43.0 | 17.1 | 13.7 | 12.4 | 14.2 | 19.8 | 31.8 | 27.5 | 33.8 | 23.2 | 26.4 | 21.2 | 16.4 | 17.1 | 17.0 | 17.3 | 18.4 | 21.5 | 23.4 | 18.4 | 19.0 | 47.8 | 19.1 | 14.5 | 14.0 |
| Treynor Ratio | NA | 0.05 | 0.09 | 0.13 | -0.08 | 0.01 | NA | NA | 0.07 | 0.12 | 0.12 | 0.28 | -0.5 | -0.21 | 0.0 | 0.4 | -0.11 | 0.16 | 0.05 | -0.05 | 0.15 | 0.43 | 0.2 | 0.01 | 0.24 | 0.29 | -0.39 | -0.02 | 0.05 | 0.11 | 0.11 | 0.38 | -0.36 | -0.11 | 0.19 | 0.67 | 0.35 | 0.28 | -0.01 | 0.29 | -0.08 | 0.17 | 0.0 | 0.31 | -0.17 | 0.26 | 0.01 | -0.29 | 0.43 | 1.7 | -0.75 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.04 | -0.04 | NA | NA | 0.01 | 0.0 | -0.04 | -0.03 | -0.03 | -0.09 | -0.14 | 0.0 | -0.04 | -0.04 | 0.03 | -0.05 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | -0.02 | -0.01 | -0.03 | 0.02 | 0.01 | 0.02 | 0.04 | 0.01 | 0.08 | 0.14 | 0.14 | 0.03 | 0.03 | -0.03 | 0.01 | -0.03 | 0.09 | 0.01 | -0.03 | -0.05 | -0.01 | 0.0 | 0.05 | 0.08 | 0.07 | -0.1 |
| Beta | NA | 0.91 | 0.9 | 0.82 | 0.78 | 0.79 | NA | NA | 0.83 | 0.9 | 0.71 | 0.74 | 0.73 | 0.74 | 0.84 | 0.57 | 0.83 | 0.86 | 1.04 | 0.96 | 0.97 | 1.05 | 0.94 | 0.96 | 0.99 | 1.11 | 1.1 | 0.97 | 0.97 | 0.91 | 0.89 | 0.94 | 0.95 | 0.69 | 0.78 | 0.9 | 0.91 | 0.88 | 0.7 | 0.67 | 1.01 | 1.12 | 1.15 | 1.06 | 1.0 | 0.82 | 1.0 | 0.55 | 0.33 | 0.13 | 0.37 |
| RSquared | NA | 0.76 | 0.76 | 0.81 | 0.66 | 0.65 | NA | NA | 0.62 | 0.9 | 0.75 | 0.76 | 0.75 | 0.32 | 0.63 | 0.52 | 0.8 | 0.55 | 0.74 | 0.82 | 0.86 | 0.83 | 0.82 | 0.93 | 0.89 | 0.89 | 0.91 | 0.87 | 0.84 | 0.75 | 0.82 | 0.84 | 0.89 | 0.77 | 0.64 | 0.67 | 0.69 | 0.7 | 0.38 | 0.17 | 0.4 | 0.42 | 0.48 | 0.6 | 0.67 | 0.36 | 0.69 | 0.21 | 0.14 | 0.03 | 0.02 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.7 | 19.3 | 15.0 | 0.0 | 0.0 | 0.2 | 13.9 | 14.9 | 6.3 | 4.9 | 3.7 | 2.2 | 1.1 | 3.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 1.4 | 2.3 | 6.3 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.8 | 38.9 | N/A | N/A | -100.0 | -98.5 | -26.4 | 149.1 | 35.0 | 19.1 | 88.5 | 181.0 | -62.3 | 45.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -57.1 | N/A | N/A | -100.0 | -17.5 | -55.4 | 141.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/1983
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