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ClearBridge Small Cap Fund Class A2 (LBRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.04+0.53 (+1.05%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return13.14%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)30.37%
Worst 1-yr total return (3 Feb 2019)-9.27%
Best 3-yr total return30.37%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLBRTXCategory
YTD21.87%20.19%
1-month3.72%0.02%
3-month11.13%4.36%
1-year70.81%60.18%
3-year11.48%11.32%
5-year11.26%13.88%
10-year0.00%11.19%
Last bull market26.97%27.98%
Last bear market-30.50%-24.08%

Annual total return (%) history

Year
LBRTXCategory
2021
N/AN/A
2020
3.03%10.99%
2019
30.37%23.75%
2018
-9.27%-12.72%
2017
11.63%12.28%
2016
27.11%20.78%
2015
-4.56%-5.38%
2014
N/A3.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202112.77%N/AN/AN/A
2020-38.73%23.29%4.90%30.02%
201916.81%2.62%-4.00%13.30%
2018-0.99%6.40%7.73%-20.04%
20172.99%3.35%2.61%2.22%
20160.83%6.98%7.06%10.08%
20152.46%0.65%-8.99%1.69%
20148.45%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month40
3-month38
1-year44
3-year56
5-year53

Load adjusted returns

1-year55.91%
3-year9.51%
5-year12.64%
10-year9.46%