LSIFX
ClearBridge Aggressive Growth-IS
$135.50
-0.22 (-0.16%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap |
---|---|
Market Cap | 4211.597M |
52 Week High | 144.64 |
52 Week Low | 113.933 |
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Key Data
Symbol | LSIFX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 135.5 |
Price Yesterday | 135.72 |
Market Cap | 4,211.60 |
YTD Return | -1.97% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 144.64 |
---|---|
52 Week Low | 113.93 |
Market Cap | 4,211.60M |
Shares Outstanding | 31.08M |
Income Dividend Yield | 0.43% |
Long Term Dividend Yield | 10.51% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.94% |
Returns Annualized
One Day | -33.58% |
---|---|
Five Days | -87.76% |
One Months | -31.58% |
Three Months | -2.87% |
Six Months | 26.33% |
Nine Months | 4.28% |
One Year | 13.26% |
Three Years | -3.57% |
Five Years | 5.17% |
Ten Years | 5.78% |
YTD | -6.49% |
Since Inception | 8.46% |
Returns Total
One Day | -0.16% |
---|---|
Five Days | -4.08% |
One Month | -3.26% |
Three Months | -0.73% |
Six Months | 12.28% |
Nine Months | 3.21% |
One Year | 13.24% |
Three Years | -10.33% |
Five Years | 28.60% |
Ten Years | 75.24% |
YTD | -1.97% |
Since Inception | 257.01% |
Yearly Returns
2024 | -1.97% |
---|---|
2023 | 24.13% |
2022 | -25.19% |
2021 | 8.27% |
2020 | 19.94% |
2019 | 24.66% |
2018 | -7.60% |
2017 | 14.74% |
2016 | 6.17% |
2015 | -4.00% |
Risk against SP-DA
Alpha | -10.42% |
---|---|
Beta | 1.07 |
Correlation | 83.93% |
Downside Deviation | 3.11% |
Coefficient of determination | 70.45% |
Standard Deviation | 4.32% |
Sharpe Ratio | -0.62 |
Sortino | -2.98 |
Treynor | 7.38 |
Ulcer Index | 5.06 |
Ulcer Performance Index | -1.83 |