SHRAX
ClearBridge Aggressive Growth-A
$111.19
-0.78 (-0.70%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4450.135M |
| 52 Week High | 111.97 |
| 52 Week Low | 86.172 |
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Key Data
| Symbol | SHRAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 111.19 |
| Price Yesterday | 111.97 |
| Market Cap | 4,450.14 |
| YTD Return | 6.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0114 |
Overview
| 52 Week High | 111.97 |
|---|---|
| 52 Week Low | 86.17 |
| Market Cap | 4,450.14M |
| Shares Outstanding | 40.02M |
| Income Dividend Yield | 0.14% |
| Long Term Dividend Yield | 12.81% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 12.94% |
Returns Annualized
| One Day | -82.85% |
|---|---|
| Five Days | 29.60% |
| One Months | 55.78% |
| Three Months | 15.63% |
| Six Months | 16.17% |
| Nine Months | 30.20% |
| One Year | 17.48% |
| Three Years | -2.18% |
| Five Years | 6.68% |
| Ten Years | 5.47% |
| YTD | 12.84% |
| Since Inception | 11.06% |
Returns Total
| One Day | -0.70% |
|---|---|
| Five Days | 0.52% |
| One Month | 3.58% |
| Three Months | 3.64% |
| Six Months | 7.65% |
| Nine Months | 21.61% |
| One Year | 17.46% |
| Three Years | -6.36% |
| Five Years | 38.07% |
| Ten Years | 70.06% |
| YTD | 6.42% |
| Since Inception | 4178.18% |
Yearly Returns
| 2024 | 6.42% |
|---|---|
| 2023 | 23.65% |
| 2022 | -25.51% |
| 2021 | 7.85% |
| 2020 | 19.47% |
| 2019 | 24.17% |
| 2018 | -7.97% |
| 2017 | 14.28% |
| 2016 | 5.71% |
| 2015 | -4.40% |
Risk against SP-DA
| Alpha | -14.92% |
|---|---|
| Beta | 1.16 |
| Correlation | 89.25% |
| Downside Deviation | 3.38% |
| Coefficient of determination | 79.66% |
| Standard Deviation | 4.17% |
| Sharpe Ratio | -0.78 |
| Sortino | -3.33 |
| Treynor | 10.45 |
| Ulcer Index | 5.23 |
| Ulcer Performance Index | -2.15 |