LBGAX
ClearBridge MidCap Growth-A
$36.51
-0.28 (-0.76%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 246.73M |
| 52 Week High | 38.69 |
| 52 Week Low | 29.11 |
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Key Data
| Symbol | LBGAX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 36.51 |
| Price Yesterday | 36.79 |
| Market Cap | 246.73 |
| YTD Return | 1.90% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0121 |
Overview
| 52 Week High | 38.69 |
|---|---|
| 52 Week Low | 29.11 |
| Market Cap | 246.73M |
| Shares Outstanding | 6.76M |
| 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 | -85.44% |
|---|---|
| Five Days | -15.26% |
| One Months | -1.03% |
| Three Months | -17.43% |
| Six Months | 8.47% |
| Nine Months | 22.50% |
| One Year | 12.39% |
| Three Years | -2.93% |
| Five Years | 9.33% |
| Ten Years | 9.55% |
| YTD | 3.72% |
| Since Inception | 12.61% |
Returns Total
| One Day | -0.76% |
|---|---|
| Five Days | -0.33% |
| One Month | -0.08% |
| Three Months | -4.60% |
| Six Months | 4.08% |
| Nine Months | 16.24% |
| One Year | 12.37% |
| Three Years | -8.48% |
| Five Years | 56.01% |
| Ten Years | 148.37% |
| YTD | 1.90% |
| Since Inception | 415.90% |
Yearly Returns
| 2024 | 1.90% |
|---|---|
| 2023 | 28.61% |
| 2022 | -33.52% |
| 2021 | 22.33% |
| 2020 | 44.62% |
| 2019 | 30.51% |
| 2018 | -5.99% |
| 2017 | 22.66% |
| 2016 | 1.98% |
| 2015 | 0.13% |
Risk against SP-DA
| Alpha | -18.65% |
|---|---|
| Beta | 1.1 |
| Correlation | 78.34% |
| Downside Deviation | 3.78% |
| Coefficient of determination | 61.36% |
| Standard Deviation | 4.52% |
| Sharpe Ratio | -1.04 |
| Sortino | -4.32 |
| Treynor | 6.37 |
| Ulcer Index | 5.8 |
| Ulcer Performance Index | -2.82 |