- ISIN
- US52469H8262
- CUSIP
- 52469H826
- Issuer
- Franklin Templeton
- Inception Date
- Aug 29, 1997
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SBLGX Performance Chart
ClearBridge Large Cap Growth Fund (SBLGX) is down 0.1% since the beginning of the year. SBLGX is currently trading at $59 per share. Investors who bought $1,000 worth of SBLGX shares 5 years ago would now be looking at an investment worth $1,444.
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Returns By Period
ClearBridge Large Cap Growth Fund (SBLGX) has returned -0.11% so far this year and 4.03% over the past 12 months. Over the last decade, SBLGX has posted an annualized return of 13.51%, slightly higher than the S&P 500 Index benchmark’s 13.26%.
ClearBridge Large Cap Growth Fund
- 1D
- 1.30%
- 1M
- -2.75%
- 6M
- 0.62%
- YTD
- -0.11%
- 1Y
- 4.03%
- 3Y*
- 13.90%
- 5Y*
- 7.63%
- 10Y*
- 13.51%
- ALL TIME*
- 9.87%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SBLGX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1998, SBLGX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +13.8%, while the worst month was Aug 1998 at -18.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SBLGX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.8%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.73% | -3.75% | -5.41% | 10.47% | 5.41% | -2.84% | -2.31% | -0.11% | |||||
| 2025 | 3.21% | -2.98% | -7.69% | 0.31% | 8.04% | 5.49% | 1.09% | -0.34% | 2.73% | 2.90% | -3.62% | -0.02% | 8.44% |
| 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% |
Benchmark Metrics
ClearBridge Large Cap Growth Fund has an annualized alpha of 2.35%, beta of 1.04, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since January 02, 1998.
- This fund captured 116.23% of S&P 500 Index gains and 104.09% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.35% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.04 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.35%
- Beta
- 1.04
- R²
- 0.90
- Upside Capture
- 116.23%
- Downside Capture
- 104.09%
Expense Ratio
SBLGX has a high expense ratio of 0.99%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SBLGX ranks 5 for risk / return — above 5% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBLGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.25 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 2.00 | -1.92 |
| Martin ratioReturn relative to average drawdown | 0.24 | 8.49 | -8.26 |
Dividends
Dividend History
ClearBridge Large Cap Growth Fund provided a 11.80% dividend yield over the last twelve months, with an annual payout of $6.97 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.97 | $7.60 | $3.36 | $6.36 | $3.73 | $8.10 | $3.71 | $2.50 | $1.56 | $1.79 | $0.71 | $0.95 |
Dividend yield | 11.80% | 12.68% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.80 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.17 | $7.60 |
| 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 |
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 941 trading sessions.
The current ClearBridge Large Cap Growth Fund drawdown is 6.25%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-53.64%Nov 2008 | 8y 8mo | 3y 9mo | 12y 4moMar 2000 - Aug 2012 | Financial crisis2007–2009 |
-38.28%Oct 2022 | 10mo 26d | 1y 3mo | 2y 2moNov 2021 - Jan 2024 | Bear market2022 |
-30.18%Mar 2020 | 1mo 2d | 3mo 10d | 4mo 12dFeb 2020 - Jul 2020 | COVID crash2020 |
-26.37%Oct 1998 | 2mo 19d | 1mo 13d | 4mo 2dJul 1998 - Nov 1998 | — |
-20.98%Apr 2025 | 2mo 14d | 2mo 20d | 5mo 4dJan 2025 - Jun 2025 | 2025 selloff2025 |
Drawdown Indicators
| SBLGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.64% | -56.78% | +3.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -9.10% | -7.85% |
Max Drawdown (3Y)Largest decline over 3 years | -20.98% | -18.90% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -38.28% | -25.43% | -12.85% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -33.92% | -4.36% |
Current DrawdownCurrent decline from peak | -6.25% | -1.58% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -10.70% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 2.14% | +3.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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