ClearBridge Mid Cap Growth Fund (LBGIX)
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of medium capitalization companies or other investments with similar economic characteristics. The fund may invest up to 25% of its net assets in the securities of foreign companies. The fund normally invests in a relatively small number of stocks selected for their long-term growth potential.
Fund Info
US52467P5310
52467P531
Aug 31, 2010
$1,000,000
Mid-Cap
Growth
Expense Ratio
LBGIX features an expense ratio of 0.85%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ClearBridge Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ClearBridge Mid Cap Growth Fund had a return of 8.14% year-to-date (YTD) and 23.77% in the last 12 months. Over the past 10 years, ClearBridge Mid Cap Growth Fund had an annualized return of 7.06%, while the S&P 500 had an annualized return of 11.31%, indicating that ClearBridge Mid Cap Growth Fund did not perform as well as the benchmark.
LBGIX
8.14%
4.11%
21.22%
23.77%
8.98%
7.06%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of LBGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.17% | 8.14% | |||||||||||
| 2024 | -0.19% | 6.57% | 1.57% | -6.61% | 2.18% | 0.05% | 0.95% | 2.96% | 2.80% | 0.53% | 13.18% | -5.25% | 18.83% |
| 2023 | 10.63% | -1.80% | 0.76% | -2.04% | 2.40% | 8.34% | 3.60% | -3.89% | -5.53% | -4.63% | 12.21% | 7.79% | 29.07% |
| 2022 | -13.01% | -0.34% | -0.18% | -12.26% | -4.22% | -8.36% | 12.73% | -4.93% | -10.05% | 4.84% | 4.92% | -5.63% | -33.31% |
| 2021 | 0.24% | 5.10% | -1.43% | 4.89% | -1.23% | 6.40% | 3.50% | 4.06% | -4.03% | 7.23% | -4.56% | -2.89% | 17.58% |
| 2020 | 1.35% | -6.34% | -14.11% | 14.81% | 12.54% | 2.34% | 7.50% | 5.28% | -1.03% | 0.81% | 13.59% | -9.00% | 25.85% |
| 2019 | 11.86% | 5.85% | 0.90% | 4.04% | -6.19% | 8.98% | 1.58% | -3.74% | -0.63% | -0.26% | 4.82% | -6.34% | 20.90% |
| 2018 | 5.75% | -1.67% | -0.67% | -1.31% | 2.68% | -0.43% | 2.72% | 5.63% | -0.12% | -11.58% | 3.81% | -18.36% | -15.37% |
| 2017 | 4.33% | 2.15% | -0.27% | 0.98% | 2.25% | 0.27% | 0.68% | 0.53% | 2.13% | 2.27% | 4.29% | -0.93% | 20.17% |
| 2016 | -11.02% | -0.24% | 9.15% | 0.22% | 1.31% | -2.03% | 7.02% | -0.70% | -1.20% | -3.95% | 5.21% | 0.00% | 2.25% |
| 2015 | -2.61% | 6.45% | -0.37% | 0.25% | 0.54% | 0.41% | 1.51% | -6.20% | -4.12% | 6.94% | 0.71% | -2.29% | 0.43% |
| 2014 | -2.43% | 6.59% | -1.99% | -3.79% | 1.47% | 3.62% | -2.83% | 5.57% | -4.51% | 3.87% | 2.36% | -1.97% | 5.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LBGIX is 63, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ClearBridge Mid Cap Growth Fund (LBGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the ClearBridge Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ClearBridge Mid Cap Growth Fund was 43.94%, occurring on Oct 14, 2022. Recovery took 539 trading sessions.
The current ClearBridge Mid Cap Growth Fund drawdown is 1.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.94% | Nov 10, 2021 | 234 | Oct 14, 2022 | 539 | Dec 6, 2024 | 773 |
| -37.55% | Sep 17, 2018 | 381 | Mar 23, 2020 | 75 | Jul 9, 2020 | 456 |
| -28.99% | Jul 8, 2011 | 61 | Oct 3, 2011 | 91 | Feb 13, 2012 | 152 |
| -24.58% | Jun 24, 2015 | 161 | Feb 11, 2016 | 247 | Feb 3, 2017 | 408 |
| -14.03% | Dec 2, 2020 | 6 | Dec 9, 2020 | 44 | Feb 12, 2021 | 50 |
Volatility
Volatility Chart
The current ClearBridge Mid Cap Growth Fund volatility is 4.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.