ClearBridge Large Cap Growth Fund (SBLGX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics of U.S. companies with large market capitalizations.
Fund Info
US52469H8262
52469H826
Aug 29, 1997
$1,000
Large-Cap
Growth
Expense Ratio
SBLGX has a high expense ratio of 0.99%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
ClearBridge Large Cap Growth Fund (SBLGX) returned 0.24% year-to-date (YTD) and 12.82% over the past 12 months. Over the past 10 years, SBLGX delivered an annualized return of 13.53%, outperforming the S&P 500 benchmark at 10.84%.
SBLGX
0.24%
8.28%
-1.04%
12.82%
18.98%
13.85%
13.53%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SBLGX, 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 | 3.21% | -2.98% | -7.69% | 0.31% | 8.11% | 0.24% | |||||||
| 2024 | 4.20% | 7.42% | 1.13% | -5.73% | 5.02% | 5.04% | -0.18% | 3.35% | 1.84% | -0.52% | 5.85% | -2.02% | 27.60% |
| 2023 | 9.95% | -0.98% | 6.96% | 1.05% | 4.36% | 7.93% | 2.33% | -1.38% | -6.21% | -0.49% | 11.57% | 4.10% | 45.00% |
| 2022 | -9.24% | -5.50% | 2.91% | -13.29% | -4.06% | -7.46% | 11.28% | -5.13% | -10.58% | 6.10% | 4.70% | -5.92% | -32.96% |
| 2021 | -2.34% | -0.22% | 2.80% | 7.00% | -0.51% | 4.41% | 1.67% | 3.55% | -4.81% | 7.52% | -0.08% | 1.53% | 21.71% |
| 2020 | 0.70% | -6.83% | -9.47% | 13.81% | 7.10% | 3.22% | 6.86% | 9.66% | -3.99% | -4.02% | 10.45% | 2.65% | 30.84% |
| 2019 | 9.20% | 3.47% | 2.36% | 5.85% | -7.12% | 6.90% | 1.64% | -2.34% | 0.21% | 1.97% | 4.22% | 2.48% | 31.69% |
| 2018 | 7.31% | -3.39% | -1.95% | 2.57% | 2.55% | 0.02% | 4.07% | 3.85% | -0.38% | -7.78% | 2.48% | -8.50% | -0.44% |
| 2017 | 3.45% | 2.42% | 0.39% | 2.57% | 1.05% | 0.80% | 2.04% | 1.35% | 1.72% | 1.91% | 3.58% | 1.34% | 25.06% |
| 2016 | -5.76% | -0.95% | 5.88% | 0.62% | 2.70% | -1.69% | 4.91% | -0.15% | 0.79% | -1.69% | 1.92% | 0.59% | 6.86% |
| 2015 | -2.32% | 6.89% | -1.25% | 1.27% | 1.69% | -1.14% | 3.24% | -5.19% | -2.07% | 8.54% | 1.05% | -1.13% | 9.11% |
| 2014 | -2.71% | 5.39% | -1.69% | -1.65% | 2.94% | 2.99% | -0.73% | 4.42% | -0.99% | 1.74% | 3.26% | -0.05% | 13.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SBLGX is 47, 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 Large Cap Growth Fund (SBLGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
ClearBridge Large Cap Growth Fund provided a 5.38% dividend yield over the last twelve months, with an annual payout of $3.36 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.36 | $3.36 | $6.36 | $3.73 | $8.10 | $3.71 | $2.50 | $1.56 | $1.79 | $0.71 | $0.95 | $2.00 |
Dividend yield | 5.38% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% | 6.53% |
Monthly Dividends
The table displays the monthly dividend distributions for ClearBridge Large Cap Growth Fund. 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.36 | $3.36 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.25 | $6.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.73 | $3.73 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.10 | $8.10 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.71 | $3.71 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.50 | $2.50 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $1.56 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $1.79 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.95 |
| 2014 | $2.00 | $2.00 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the ClearBridge Large 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 Large Cap Growth Fund was 53.64%, occurring on Nov 20, 2008. Recovery took 940 trading sessions.
The current ClearBridge Large Cap Growth Fund drawdown is 4.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.64% | Mar 24, 2000 | 2172 | Nov 20, 2008 | 940 | Aug 16, 2012 | 3112 |
| -38.28% | Nov 22, 2021 | 226 | Oct 14, 2022 | 322 | Jan 29, 2024 | 548 |
| -30.18% | Feb 20, 2020 | 23 | Mar 23, 2020 | 70 | Jul 1, 2020 | 93 |
| -26.37% | Jul 21, 1998 | 58 | Oct 8, 1998 | 31 | Nov 20, 1998 | 89 |
| -20.98% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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