ClearBridge Large Cap Growth ESG ETF (LRGE)
LRGE is an actively managed ETF by Franklin Templeton. LRGE launched on May 22, 2017 and has a 0.59% expense ratio.
ETF Info
| ISIN | US5246822002 |
|---|---|
| CUSIP | 524682200 |
| Issuer | Franklin Templeton |
| Inception Date | May 22, 2017 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities, Actively Managed |
| Index Tracked | No Index (Active) |
| ETF Home Page | www.leggmason.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The ClearBridge Large Cap Growth ESG ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in ClearBridge Large Cap Growth ESG ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
ClearBridge Large Cap Growth ESG ETF had a return of 41.74% year-to-date (YTD) and 35.85% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 41.74% | 19.92% |
| 1 month | 6.56% | 5.06% |
| 6 months | 12.24% | 7.11% |
| 1 year | 35.85% | 16.17% |
| 5 years (annualized) | 14.67% | 11.84% |
| 10 years (annualized) | N/A | 9.85% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.75% | 7.42% | 2.55% | -1.13% | -5.84% | -0.56% | 11.31% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth ESG ETF (LRGE) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
LRGE ClearBridge Large Cap Growth ESG ETF | 2.23 | ||||
^GSPC S&P 500 | 1.25 |
Dividend History
ClearBridge Large Cap Growth ESG ETF granted a 1.42% dividend yield in the last twelve months. The annual payout for that period amounted to $0.82 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.82 | $0.73 | $0.18 | $0.14 | $0.61 | $0.11 |
Dividend yield | 1.42% | 2.01% | 1.20% | 0.37% | 0.37% | 2.14% | 0.37% |
Monthly Dividends
The table displays the monthly dividend distributions for ClearBridge Large Cap Growth ESG ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 |
| 2017 | $0.11 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the ClearBridge Large Cap Growth ESG ETF. 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 Large Cap Growth ESG ETF was 37.03%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.03% | Nov 22, 2021 | 226 | Oct 14, 2022 | — | — | — |
| -29.31% | Feb 20, 2020 | 23 | Mar 23, 2020 | 70 | Jul 1, 2020 | 93 |
| -19.19% | Oct 2, 2018 | 45 | Dec 24, 2018 | 53 | Mar 21, 2019 | 98 |
| -10.2% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.25% | Apr 30, 2019 | 24 | Jun 3, 2019 | 22 | Jul 3, 2019 | 46 |
Volatility Chart
The current ClearBridge Large Cap Growth ESG ETF volatility is 3.10%, 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.