LBGIX
ClearBridge MidCap Growth-I
$38.42
-0.29 (-0.75%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 246.73M |
| 52 Week High | 40.68 |
| 52 Week Low | 30.56 |
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Key Data
| Symbol | LBGIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 38.42 |
| Price Yesterday | 38.71 |
| Market Cap | 246.73 |
| YTD Return | 2.05% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0086 |
Overview
| 52 Week High | 40.68 |
|---|---|
| 52 Week Low | 30.56 |
| Market Cap | 246.73M |
| Shares Outstanding | 6.42M |
| 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 | -85.00% |
|---|---|
| Five Days | -14.56% |
| One Months | -0.65% |
| Three Months | -17.16% |
| Six Months | 8.80% |
| Nine Months | 22.92% |
| One Year | 12.75% |
| Three Years | -2.60% |
| Five Years | 9.67% |
| Ten Years | 9.87% |
| YTD | 4.01% |
| Since Inception | 12.92% |
Returns Total
| One Day | -0.75% |
|---|---|
| Five Days | -0.31% |
| One Month | -0.05% |
| Three Months | -4.52% |
| Six Months | 4.23% |
| Nine Months | 16.53% |
| One Year | 12.73% |
| Three Years | -7.55% |
| Five Years | 58.45% |
| Ten Years | 155.78% |
| YTD | 2.05% |
| Since Inception | 435.55% |
Yearly Returns
| 2024 | 2.05% |
|---|---|
| 2023 | 29.07% |
| 2022 | -33.31% |
| 2021 | 22.71% |
| 2020 | 45.09% |
| 2019 | 30.88% |
| 2018 | -5.77% |
| 2017 | 23.00% |
| 2016 | 2.25% |
| 2015 | 0.42% |
Risk against SP-DA
| Alpha | -18.38% |
|---|---|
| Beta | 1.1 |
| Correlation | 78.56% |
| Downside Deviation | 3.76% |
| Coefficient of determination | 61.71% |
| Standard Deviation | 4.52% |
| Sharpe Ratio | -1.02 |
| Sortino | -4.24 |
| Treynor | 6.68 |
| Ulcer Index | 5.76 |
| Ulcer Performance Index | -2.77 |