SBMAX
ClearBridge MidCap-A
$32.89
-0.20 (-0.60%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 1761.306M |
| 52 Week High | 35.367 |
| 52 Week Low | 28.189 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | SBMAX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 32.89 |
| Price Yesterday | 33.09 |
| Market Cap | 1,761.31 |
| YTD Return | -1.52% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0117 |
Overview
| 52 Week High | 35.37 |
|---|---|
| 52 Week Low | 28.19 |
| Market Cap | 1,761.31M |
| Shares Outstanding | 53.55M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 1.86% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.86% |
Returns Annualized
| One Day | -78.33% |
|---|---|
| Five Days | -11.54% |
| One Months | -21.78% |
| Three Months | -22.05% |
| Six Months | 1.33% |
| Nine Months | 12.29% |
| One Year | 5.22% |
| Three Years | -2.88% |
| Five Years | 6.21% |
| Ten Years | 6.32% |
| YTD | -2.92% |
| Since Inception | 9.06% |
Returns Total
| One Day | -0.60% |
|---|---|
| Five Days | -0.24% |
| One Month | -1.93% |
| Three Months | -5.94% |
| Six Months | 0.65% |
| Nine Months | 8.98% |
| One Year | 5.21% |
| Three Years | -8.35% |
| Five Years | 35.02% |
| Ten Years | 84.29% |
| YTD | -1.52% |
| Since Inception | 833.58% |
Yearly Returns
| 2024 | -1.52% |
|---|---|
| 2023 | 13.46% |
| 2022 | -25.23% |
| 2021 | 28.54% |
| 2020 | 16.11% |
| 2019 | 32.78% |
| 2018 | -12.91% |
| 2017 | 12.72% |
| 2016 | 8.40% |
| 2015 | 2.25% |
Risk against SP-DA
| Alpha | -19.10% |
|---|---|
| Beta | 0.81 |
| Correlation | 64.35% |
| Downside Deviation | 3.69% |
| Coefficient of determination | 41.41% |
| Standard Deviation | 4.06% |
| Sharpe Ratio | -1.67 |
| Sortino | -6.38 |
| Treynor | -0.2 |
| Ulcer Index | 5.28 |
| Ulcer Performance Index | -4.45 |