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ClearBridge Select FI (LCBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.31+0.75 (+1.65%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.15%
5-year average return13.66%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jun 2024)58.31%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return58.31%
Worst 3-yr total return-0.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCBSXCategory
YTD0.56%10.80%
1-month-7.36%4.43%
3-month-0.38%7.00%
1-year15.67%48.17%
3-year-3.96%21.26%
5-year11.28%20.18%
10-year14.53%14.07%
Last bull market27.84%27.14%
Last bear market-22.78%-21.26%

Annual total return (%) history

Year
LCBSXCategory
2024
N/AN/A
2023
23.81%N/A
2022
-33.24%N/A
2021
19.89%N/A
2020
58.31%39.26%
2019
33.11%32.52%
2018
10.18%-6.65%
2017
38.55%23.91%
2016
3.83%6.03%
2015
-4.28%-0.95%
2014
13.30%7.00%
2013
49.79%34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
20238.25%8.09%-6.39%13.03%
2022-15.98%-22.78%-4.50%7.75%
20215.86%11.46%-1.41%3.05%
2020-18.39%45.36%14.81%16.23%
201917.76%4.32%-1.22%9.69%
20189.74%10.95%8.44%-16.55%
201712.12%8.96%4.61%8.42%
2016-8.32%3.23%13.01%-2.91%
2015-0.88%1.26%-12.21%8.63%
20140.14%0.68%1.22%11.02%
201311.87%2.30%20.74%8.40%

Rank in category (by total return)

YTD69
1-month85
3-month89
1-year61
3-year68
5-year13

Load adjusted returns

1-year15.67%
3-year-3.96%
5-year11.28%
10-year14.53%