LCMIX
ClearBridge MidCap Growth-IS
$38.68
-0.29 (-0.74%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 246.738M |
| 52 Week High | 40.94 |
| 52 Week Low | 30.75 |
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Key Data
| Symbol | LCMIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 38.68 |
| Price Yesterday | 38.97 |
| Market Cap | 246.74 |
| YTD Return | 2.11% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0076 |
Overview
| 52 Week High | 40.94 |
|---|---|
| 52 Week Low | 30.75 |
| Market Cap | 246.74M |
| Shares Outstanding | 6.38M |
| 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 | -84.80% |
|---|---|
| Five Days | -14.47% |
| One Months | -0.65% |
| Three Months | -17.06% |
| Six Months | 8.91% |
| Nine Months | 23.04% |
| One Year | 12.88% |
| Three Years | -2.50% |
| Five Years | 9.76% |
| Ten Years | 9.94% |
| YTD | 4.14% |
| Since Inception | 10.27% |
Returns Total
| One Day | -0.74% |
|---|---|
| Five Days | -0.31% |
| One Month | -0.05% |
| Three Months | -4.49% |
| Six Months | 4.29% |
| Nine Months | 16.61% |
| One Year | 12.87% |
| Three Years | -7.28% |
| Five Years | 59.10% |
| Ten Years | 157.25% |
| YTD | 2.11% |
| Since Inception | 187.46% |
Yearly Returns
| 2024 | 2.11% |
|---|---|
| 2023 | 29.20% |
| 2022 | -33.24% |
| 2021 | 22.80% |
| 2020 | 45.15% |
| 2019 | 30.94% |
| 2018 | -5.69% |
| 2017 | 23.08% |
| 2016 | 2.17% |
| 2015 | 0.51% |
Risk against SP-DA
| Alpha | -18.26% |
|---|---|
| Beta | 1.1 |
| Correlation | 78.68% |
| Downside Deviation | 3.75% |
| Coefficient of determination | 61.90% |
| Standard Deviation | 4.51% |
| Sharpe Ratio | -1.01 |
| Sortino | -4.22 |
| Treynor | 6.8 |
| Ulcer Index | 5.75 |
| Ulcer Performance Index | -2.76 |