LMARX
ClearBridge SmallCap-R
$57.69
0.51 (0.89%)
Currency in USD / Last Updated: 4/19/2024
Category | Small Cap |
---|---|
Market Cap | 860.544M |
52 Week High | 61.67 |
52 Week Low | 50.265 |
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Key Data
Symbol | LMARX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 57.69 |
Price Yesterday | 57.18 |
Market Cap | 860.54 |
YTD Return | -3.63% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0145 |
Overview
52 Week High | 61.67 |
---|---|
52 Week Low | 50.27 |
Market Cap | 860.54M |
Shares Outstanding | 14.92M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.73% |
Short Term Dividend Yield | 0.37% |
52 Week Yield (All) | 1.10% |
Returns Annualized
One Day | 839.21% |
---|---|
Five Days | -52.19% |
One Months | -28.05% |
Three Months | 0.14% |
Six Months | 23.99% |
Nine Months | -4.95% |
One Year | 9.05% |
Three Years | -2.98% |
Five Years | 3.28% |
Ten Years | 6.45% |
YTD | -11.53% |
Since Inception | 4.49% |
Returns Total
One Day | 0.89% |
---|---|
Five Days | -1.45% |
One Month | -2.83% |
Three Months | 0.03% |
Six Months | 11.25% |
Nine Months | -3.75% |
One Year | 9.04% |
Three Years | -8.66% |
Five Years | 17.50% |
Ten Years | 86.60% |
YTD | -3.63% |
Since Inception | 114.33% |
Yearly Returns
2024 | -3.63% |
---|---|
2023 | 16.45% |
2022 | -20.89% |
2021 | 18.42% |
2020 | 2.81% |
2019 | 30.17% |
2018 | -9.42% |
2017 | 11.63% |
2016 | 26.94% |
2015 | -4.74% |
Risk against SP-DA
Alpha | -16.54% |
---|---|
Beta | 1.26 |
Correlation | 82.66% |
Downside Deviation | 4.06% |
Coefficient of determination | 68.33% |
Standard Deviation | 5.18% |
Sharpe Ratio | -0.69 |
Sortino | -3.06 |
Treynor | 2.92 |
Ulcer Index | 6.09 |
Ulcer Performance Index | -2.04 |