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
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ClearBridge Large 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 Large Cap Growth Fund had a return of 28.91% year-to-date (YTD) and 22.88% in the last 12 months. Over the past 10 years, ClearBridge Large Cap Growth Fund had an annualized return of 7.44%, while the S&P 500 had an annualized return of 11.14%, indicating that ClearBridge Large Cap Growth Fund did not perform as well as the benchmark.
SBLGX
28.91%
1.49%
13.60%
22.88%
6.15%
7.44%
^GSPC (Benchmark)
24.05%
0.89%
11.19%
30.12%
13.82%
11.14%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.20% | 7.42% | 1.13% | -5.73% | 5.02% | 5.04% | -0.18% | 3.35% | 1.84% | -0.52% | 28.91% | ||
| 2023 | 9.95% | -0.98% | 6.96% | 1.05% | 4.36% | 5.60% | 2.33% | -1.38% | -6.21% | -0.49% | 11.57% | -5.74% | 28.46% |
| 2022 | -9.24% | -5.50% | 2.91% | -13.29% | -4.06% | -7.46% | 11.28% | -5.13% | -10.58% | 6.10% | 4.70% | -13.61% | -38.44% |
| 2021 | -2.34% | -0.22% | 2.80% | 7.00% | -0.51% | 4.41% | 1.67% | 3.55% | -4.81% | 7.52% | -0.08% | -9.92% | 8.00% |
| 2020 | 0.70% | -6.83% | -9.47% | 13.81% | 7.10% | 3.22% | 6.86% | 9.66% | -3.99% | -4.02% | 10.45% | -3.37% | 23.16% |
| 2019 | 9.20% | 3.47% | 2.36% | 5.85% | -7.12% | 6.90% | 1.64% | -2.34% | 0.21% | 1.97% | 4.22% | -2.43% | 25.38% |
| 2018 | 7.31% | -3.39% | -1.95% | 2.57% | 2.55% | 0.02% | 4.07% | 3.85% | -0.38% | -7.78% | 2.48% | -11.78% | -4.01% |
| 2017 | 3.45% | 2.42% | 0.39% | 2.57% | 1.05% | 0.80% | 2.04% | 1.35% | 1.72% | 1.91% | 3.58% | -3.03% | 19.67% |
| 2016 | -5.76% | -0.95% | 5.88% | 0.62% | 2.70% | -1.69% | 4.91% | -0.15% | 0.79% | -1.69% | 1.92% | -1.38% | 4.76% |
| 2015 | -2.32% | 6.89% | -1.25% | 1.27% | 1.69% | -1.14% | 3.24% | -5.19% | -2.07% | 8.54% | 1.05% | -3.95% | 6.00% |
| 2014 | -2.71% | 5.39% | -1.69% | -1.65% | 2.94% | 2.99% | -0.73% | 4.42% | -0.99% | 1.74% | 3.26% | -6.28% | 6.21% |
| 2013 | 6.43% | 1.19% | 3.41% | 1.69% | 2.67% | -1.05% | 5.97% | -2.94% | 4.66% | 2.65% | 3.96% | -4.57% | 26.13% |
Expense Ratio
SBLGX has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SBLGX is 31, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
ClearBridge Large Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.03 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.01% | 0.00% | 0.08% | 0.02% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $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 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2015 | $0.01 | $0.01 |
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 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 53.70%, occurring on Nov 20, 2008. Recovery took 1179 trading sessions.
The current ClearBridge Large Cap Growth Fund drawdown is 11.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.7% | Mar 24, 2000 | 2172 | Nov 20, 2008 | 1179 | Aug 1, 2013 | 3351 |
| -47.67% | Nov 22, 2021 | 277 | Dec 28, 2022 | — | — | — |
| -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 |
| -22.84% | Aug 30, 2018 | 80 | Dec 24, 2018 | 81 | Apr 23, 2019 | 161 |
Volatility
Volatility Chart
The current ClearBridge Large Cap Growth Fund volatility is 4.83%, 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.