LBFIX
ClearBridge Select-I
$49.33
-0.22 (-0.44%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 3216.849M |
| 52 Week High | 50.3 |
| 52 Week Low | 38.54 |
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Key Data
| Symbol | LBFIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 49.33 |
| Price Yesterday | 49.55 |
| Market Cap | 3,216.85 |
| YTD Return | 6.77% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0111 |
Overview
| 52 Week High | 50.30 |
|---|---|
| 52 Week Low | 38.54 |
| Market Cap | 3,216.85M |
| Shares Outstanding | 65.21M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -67.45% |
|---|---|
| Five Days | 17.81% |
| One Months | 51.17% |
| Three Months | 1.08% |
| Six Months | 17.34% |
| Nine Months | 29.92% |
| One Year | 14.66% |
| Three Years | -3.69% |
| Five Years | 12.62% |
| Ten Years | 14.94% |
| YTD | 13.56% |
| Since Inception | 16.82% |
Returns Total
| One Day | -0.44% |
|---|---|
| Five Days | 0.33% |
| One Month | 3.33% |
| Three Months | 0.26% |
| Six Months | 8.18% |
| Nine Months | 21.41% |
| One Year | 14.64% |
| Three Years | -10.62% |
| Five Years | 80.89% |
| Ten Years | 300.99% |
| YTD | 6.77% |
| Since Inception | 503.79% |
Yearly Returns
| 2024 | 6.77% |
|---|---|
| 2023 | 24.13% |
| 2022 | -33.13% |
| 2021 | 20.29% |
| 2020 | 58.71% |
| 2019 | 33.47% |
| 2018 | 10.48% |
| 2017 | 38.93% |
| 2016 | 4.18% |
| 2015 | -3.91% |
Risk against SP-DA
| Alpha | -17.84% |
|---|---|
| Beta | 1.16 |
| Correlation | 88.44% |
| Downside Deviation | 4.33% |
| Coefficient of determination | 78.21% |
| Standard Deviation | 4.23% |
| Sharpe Ratio | -0.96 |
| Sortino | -3.25 |
| Treynor | 7.98 |
| Ulcer Index | 5.61 |
| Ulcer Performance Index | -2.51 |