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ClearBridge Small Cap FI (LGASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.65+0.09 (+0.15%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.44%
5-year average return4.36%
Number of years up13
Number of years down6
Best 1-yr total return (9 Jun 2024)79.59%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return79.59%
Worst 3-yr total return-1.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGASXCategory
YTD0.00%20.19%
1-month3.41%0.02%
3-month0.48%4.36%
1-year12.56%60.18%
3-year-2.71%11.32%
5-year5.58%13.88%
10-year6.90%11.19%
Last bull market21.43%27.98%
Last bear market-17.42%-24.08%

Annual total return (%) history

Year
LGASXCategory
2024
N/AN/A
2023
16.88%N/A
2022
-20.90%N/A
2021
18.77%N/A
2020
3.13%10.99%
2019
30.46%23.75%
2018
-9.23%-12.72%
2017
11.63%12.28%
2016
27.33%20.78%
2015
-4.47%-5.38%
2014
7.49%3.79%
2013
35.76%37.39%
2012
19.02%15.46%
2011
-16.76%-4.07%
2010
19.85%25.61%
2009
79.59%31.80%
2008
-53.95%-36.56%
2007
-2.90%-1.10%
2006
8.65%15.03%
2005
9.16%6.75%
2004
N/A18.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.12%N/AN/AN/A
20232.75%9.50%-5.28%9.68%
2022-3.95%-17.42%-6.57%6.73%
202112.78%6.91%-5.03%3.73%
2020-38.73%23.32%4.95%30.05%
201916.84%2.62%-4.01%13.35%
2018-1.00%6.37%7.76%-20.02%
20173.04%3.31%2.58%2.23%
20160.83%7.01%7.12%10.16%
20152.45%0.70%-8.94%1.70%
20141.00%4.33%-5.85%8.34%
201312.47%2.81%5.71%11.07%
201216.25%-5.05%2.69%5.00%
20114.93%-2.87%-25.78%10.04%
201010.90%-12.92%12.10%10.72%
2009-2.48%33.10%31.78%5.00%
2008-23.05%2.02%-13.27%-32.36%
20075.03%8.34%-3.49%-11.59%
20067.36%-9.26%1.81%9.54%
2005-5.30%4.84%5.57%4.15%
200414.33%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month89
3-month86
1-year95
3-year94
5-year96

Load adjusted returns

1-year12.56%
3-year-2.71%
5-year5.58%
10-year6.90%