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ClearBridge Large Cap Growth ESG ETF (LRGE)

ETF · Currency in USD · Last updated Dec 9, 2023

LRGE is an actively managed ETF by Franklin Templeton. LRGE launched on May 22, 2017 and has a 0.59% expense ratio.

Summary

ETF Info

ISINUS5246822002
CUSIP524682200
IssuerFranklin Templeton
Inception DateMay 22, 2017
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities, Actively Managed
Index TrackedNo Index (Active)
ETF Home Pagewww.leggmason.com
Asset ClassEquity

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.


0.59%
0.00%2.15%

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.


20.00%40.00%60.00%80.00%100.00%120.00%140.00%JulyAugustSeptemberOctoberNovemberDecember
142.92%
43.26%
LRGE (ClearBridge Large Cap Growth ESG ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with LRGE

ClearBridge Large Cap Growth ESG ETF

Popular comparisons: LRGE vs. NULG, LRGE vs. SCHG, LRGE vs. FNGU, LRGE vs. HUM, LRGE vs. XLK, LRGE vs. BCD, LRGE vs. NVDA, LRGE vs. QQQ, LRGE vs. DGRW, LRGE vs. MOAT

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.


PeriodReturnBenchmark
Year-To-Date41.74%19.92%
1 month6.56%5.06%
6 months12.24%7.11%
1 year35.85%16.17%
5 years (annualized)14.67%11.84%
10 years (annualized)N/A9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20234.75%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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
LRGE
ClearBridge Large Cap Growth ESG ETF
2.23
^GSPC
S&P 500
1.25

Sharpe Ratio

The current ClearBridge Large Cap Growth ESG ETF Sharpe ratio is 2.23. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
2.23
1.25
LRGE (ClearBridge Large Cap Growth ESG ETF)
Benchmark (^GSPC)

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.


PeriodTTM202220212020201920182017
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-18.00%-16.00%-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%JulyAugustSeptemberOctoberNovemberDecember
-5.18%
-4.01%
LRGE (ClearBridge Large Cap Growth ESG ETF)
Benchmark (^GSPC)

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, 2021226Oct 14, 2022
-29.31%Feb 20, 202023Mar 23, 202070Jul 1, 202093
-19.19%Oct 2, 201845Dec 24, 201853Mar 21, 201998
-10.2%Sep 3, 202014Sep 23, 202038Nov 16, 202052
-9.25%Apr 30, 201924Jun 3, 201922Jul 3, 201946

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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.10%
2.77%
LRGE (ClearBridge Large Cap Growth ESG ETF)
Benchmark (^GSPC)