Singapore markets open in 6 hours 46 minutes

ClearBridge Small Cap Growth I (SBPYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.60+0.02 (+0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.70%
5-year average return4.87%
Number of years up16
Number of years down3
Best 1-yr total return (1 Jul 2024)45.60%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return45.60%
Worst 3-yr total return-4.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBPYXCategory
YTD-2.04%12.40%
1-month0.00%3.37%
3-month-4.64%4.88%
1-year-1.10%55.69%
3-year-8.79%19.34%
5-year5.05%20.72%
10-year7.96%13.98%
Last bull market25.29%27.85%
Last bear market-20.69%-24.06%

Annual total return (%) history

Year
SBPYXCategory
2024
N/AN/A
2023
8.98%N/A
2022
-28.64%N/A
2021
12.17%N/A
2020
43.86%38.62%
2019
25.59%27.68%
2018
4.45%-5.76%
2017
25.28%21.50%
2016
6.14%11.20%
2015
-4.50%-2.41%
2014
3.62%2.44%
2013
45.60%40.91%
2012
19.39%13.15%
2011
1.02%-3.55%
2010
25.85%26.98%
2009
42.97%35.46%
2008
-40.53%-41.55%
2007
10.03%7.59%
2006
12.89%10.81%
2005
5.14%6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.72%-4.64%N/AN/A
20236.60%1.26%-8.80%10.70%
2022-14.36%-20.69%-0.98%6.10%
20214.34%7.93%-2.98%2.67%
2020-23.76%39.32%11.09%21.90%
201915.04%4.91%-3.36%7.68%
20186.07%12.17%10.80%-20.77%
20175.62%5.98%5.39%6.20%
2016-8.70%4.28%10.35%1.04%
20151.28%0.33%-12.71%7.65%
2014-0.17%-1.18%-3.80%9.18%
201314.55%2.93%14.13%8.20%
201218.32%-4.07%5.38%-0.18%
20118.38%0.94%-20.85%16.67%
20105.48%-8.91%15.42%13.49%
2009-3.56%21.01%15.27%6.28%
2008-11.91%7.38%-11.14%-29.25%
20071.87%7.13%1.65%-0.82%
200614.63%-10.16%0.13%9.49%
2005-6.19%6.39%5.75%-0.38%

Rank in category (by total return)

YTD92
1-month42
3-month78
1-year94
3-year82
5-year84

Load adjusted returns

1-year-1.10%
3-year-8.79%
5-year5.05%
10-year7.96%