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ClearBridge All Cap Growth ESG ETF

CACG
ETF · Currency in USD
ISIN
US5246821012
CUSIP
524682101
Issuer
Franklin Templeton
Inception Date
May 3, 2017
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.53%
Index Tracked
No Index (Active)
ETF Home Page
www.etf.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

CACGPrice Chart


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CACGPerformance

The chart shows the growth of $10,000 invested in ClearBridge All Cap Growth ESG ETF on May 5, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,008 for a total return of roughly 110.08%. All prices are adjusted for splits and dividends.


CACG (ClearBridge All Cap Growth ESG ETF)
Benchmark (S&P 500)

CACGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.42%
6M7.87%
YTD16.06%
1Y27.51%
5Y18.07%
10Y18.07%

CACGMonthly Returns Heatmap


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CACGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ClearBridge All Cap Growth ESG ETF Sharpe ratio is 1.73. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


CACG (ClearBridge All Cap Growth ESG ETF)
Benchmark (S&P 500)

CACGDividends

ClearBridge All Cap Growth ESG ETF granted a 0.41% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.21 per share.


PeriodTTM2020201920182017
Dividend$0.21$0.21$0.26$0.18$0.07

Dividend yield

0.41%0.47%0.75%0.68%0.24%

CACGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CACG (ClearBridge All Cap Growth ESG ETF)
Benchmark (S&P 500)

CACGWorst Drawdowns

The table below shows the maximum drawdowns of the ClearBridge All Cap Growth ESG ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ClearBridge All Cap Growth ESG ETF is 31.12%, recorded on Mar 23, 2020. It took 75 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.12%Feb 20, 202023Mar 23, 202075Jul 9, 202098
-20.13%Aug 30, 201880Dec 24, 201881Apr 23, 2019161
-9.98%Jan 29, 20189Feb 8, 201885Jun 12, 201894
-9.15%Sep 3, 202041Oct 30, 202011Nov 16, 202052
-8.63%Apr 30, 201924Jun 3, 201922Jul 3, 201946
-7.62%Sep 7, 202120Oct 4, 2021
-6.51%Jul 29, 201947Oct 2, 201927Nov 8, 201974
-6.33%Feb 16, 202113Mar 4, 202121Apr 5, 202134
-5.97%Apr 30, 20219May 12, 202120Jun 10, 202129
-4.35%Jun 15, 20189Jun 27, 201810Jul 12, 201819

CACGVolatility Chart

Current ClearBridge All Cap Growth ESG ETF volatility is 13.15%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CACG (ClearBridge All Cap Growth ESG ETF)
Benchmark (S&P 500)

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