ClearBridge Aggressive Growth Fund (SHRAX)
The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of its net assets (at the time of investment) in foreign securities.
Fund Info
| ISIN | US52468C1099 |
|---|---|
| CUSIP | 52468C109 |
| Issuer | Franklin Templeton |
| Inception Date | Oct 24, 1983 |
| Category | Large Cap Blend Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SHRAX has a high expense ratio of 1.11%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SHRAX vs. SPY, SHRAX vs. QQQ, SHRAX vs. FXAIX, SHRAX vs. ACSTX, SHRAX vs. VOO, SHRAX vs. SBLGX, SHRAX vs. DODGX, SHRAX vs. VIG, SHRAX vs. SCHD, SHRAX vs. FMCSX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ClearBridge Aggressive 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 Aggressive Growth Fund had a return of 5.36% year-to-date (YTD) and 19.45% in the last 12 months. Over the past 10 years, ClearBridge Aggressive Growth Fund had an annualized return of 5.48%, while the S&P 500 had an annualized return of 10.88%, indicating that ClearBridge Aggressive Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.36% | 18.10% |
| 1 month | 1.98% | 1.42% |
| 6 months | 4.07% | 9.39% |
| 1 year | 19.45% | 26.58% |
| 5 years (annualized) | 6.38% | 13.42% |
| 10 years (annualized) | 5.48% | 10.88% |
Monthly Returns
The table below presents the monthly returns of SHRAX, 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 | 1.31% | 1.90% | 0.82% | -5.40% | 2.47% | 5.07% | -2.00% | 1.72% | 5.36% | ||||
| 2023 | 8.91% | -3.02% | 1.58% | -1.31% | 1.49% | 5.51% | 4.71% | -5.44% | -4.56% | -2.53% | 8.24% | 9.77% | 24.09% |
| 2022 | -8.23% | -1.90% | 1.40% | -9.15% | -2.75% | -8.63% | 8.31% | -2.29% | -7.49% | 5.64% | 4.51% | -6.37% | -25.43% |
| 2021 | 0.68% | 6.47% | -1.35% | 2.28% | 0.64% | 2.96% | -0.45% | 0.95% | -6.68% | 3.98% | -4.73% | 3.11% | 7.35% |
| 2020 | -2.19% | -6.13% | -12.25% | 11.09% | 6.85% | -1.17% | 2.65% | 4.27% | -0.42% | -5.31% | 16.99% | 7.30% | 19.74% |
| 2019 | 10.32% | 2.09% | -1.60% | 4.70% | -8.54% | 6.31% | 1.22% | -3.47% | 0.79% | 4.39% | 5.13% | 1.92% | 24.26% |
| 2018 | 8.02% | -5.70% | -1.46% | -0.21% | 2.96% | 2.68% | 2.18% | 2.15% | 0.04% | -9.68% | 3.07% | -7.90% | -5.19% |
| 2017 | 5.17% | 3.34% | -0.25% | 0.51% | -1.54% | 0.73% | 2.84% | -0.82% | 0.46% | 0.29% | 1.42% | 1.42% | 14.22% |
| 2016 | -8.33% | 0.49% | 5.63% | 0.40% | 1.04% | -1.39% | 6.54% | -0.96% | 2.87% | -6.61% | 7.57% | -0.39% | 5.74% |
| 2015 | -2.35% | 7.15% | -1.55% | 0.69% | 2.09% | -2.91% | -0.48% | -5.87% | -5.05% | 7.23% | -0.35% | -2.19% | -4.43% |
| 2014 | 0.30% | 6.85% | -1.15% | -1.84% | 3.41% | 4.39% | -1.10% | 3.90% | -2.35% | 0.69% | 1.12% | -0.16% | 14.51% |
| 2013 | 7.09% | 0.69% | 7.42% | 2.04% | 3.89% | -0.46% | 4.87% | -2.16% | 5.88% | 3.17% | 2.99% | 2.49% | 44.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SHRAX is 22, indicating that it is in the bottom 22% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
ClearBridge Aggressive Growth Fund granted a 13.07% dividend yield in the last twelve months. The annual payout for that period amounted to $14.39 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $14.39 | $14.39 | $15.07 | $38.78 | $32.34 | $22.26 | $30.24 | $12.14 | $8.99 | $7.55 | $4.00 | $1.42 |
Dividend yield | 13.07% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% | 1.97% | 0.79% |
Monthly Dividends
The table displays the monthly dividend distributions for ClearBridge Aggressive 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 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $14.39 | $14.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.07 | $15.07 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $38.78 | $38.78 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $32.34 | $32.34 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $22.26 | $22.26 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $30.24 | $30.24 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $12.14 | $12.14 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.99 | $8.99 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.55 | $7.55 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.00 | $4.00 |
| 2013 | $1.42 | $1.42 |
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 Aggressive 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 Aggressive Growth Fund was 57.26%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.
The current ClearBridge Aggressive Growth Fund drawdown is 8.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.26% | Jun 20, 2007 | 433 | Mar 9, 2009 | 585 | Jul 1, 2011 | 1018 |
| -51.88% | Oct 6, 1987 | 15 | Oct 26, 1987 | 1060 | Jan 3, 1992 | 1075 |
| -51.35% | Sep 5, 2000 | 525 | Oct 9, 2002 | 818 | Jan 9, 2006 | 1343 |
| -33.77% | Nov 15, 2021 | 148 | Jun 16, 2022 | — | — | — |
| -32.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 165 | Nov 13, 2020 | 188 |
Volatility
Volatility Chart
The current ClearBridge Aggressive Growth Fund volatility is 4.94%, 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.