SBMAX
ClearBridge MidCap-A
$33.60
-0.09 (-0.27%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap |
---|---|
Market Cap | 1844.694M |
52 Week High | 35.37 |
52 Week Low | 28.191 |
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Key Data
Symbol | SBMAX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 33.6 |
Price Yesterday | 33.69 |
Market Cap | 1,844.69 |
YTD Return | 0.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0115 |
Overview
52 Week High | 35.37 |
---|---|
52 Week Low | 28.19 |
Market Cap | 1,844.69M |
Shares Outstanding | 54.90M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 1.81% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.81% |
Returns Annualized
One Day | -49.07% |
---|---|
Five Days | 217.16% |
One Months | -33.56% |
Three Months | 10.53% |
Six Months | 40.43% |
Nine Months | 2.95% |
One Year | 15.78% |
Three Years | -2.00% |
Five Years | 7.12% |
Ten Years | 7.13% |
YTD | 1.90% |
Since Inception | 9.22% |
Returns Total
One Day | -0.27% |
---|---|
Five Days | 2.31% |
One Month | -3.50% |
Three Months | 2.53% |
Six Months | 18.32% |
Nine Months | 2.21% |
One Year | 15.76% |
Three Years | -5.88% |
Five Years | 40.99% |
Ten Years | 98.89% |
YTD | 0.60% |
Since Inception | 853.46% |
Yearly Returns
2024 | 0.60% |
---|---|
2023 | 13.46% |
2022 | -25.23% |
2021 | 28.55% |
2020 | 16.11% |
2019 | 32.78% |
2018 | -12.91% |
2017 | 12.71% |
2016 | 8.40% |
2015 | 2.25% |
Risk against SP-DA
Alpha | -12.88% |
---|---|
Beta | 1.13 |
Correlation | 89.35% |
Downside Deviation | 3.67% |
Coefficient of determination | 79.84% |
Standard Deviation | 4.30% |
Sharpe Ratio | -0.68 |
Sortino | -2.78 |
Treynor | 9.19 |
Ulcer Index | 4.89 |
Ulcer Performance Index | -2.08 |