- ISIN
- US52468C1099
- CUSIP
- 52468C109
- Issuer
- Franklin Templeton
- Inception Date
- Oct 24, 1983
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
SHRAX Performance Chart
ClearBridge Aggressive Growth Fund (SHRAX) is up 2.5% since the beginning of the year. SHRAX is currently trading at $94 per share. Investors who bought $1,000 worth of SHRAX shares 5 years ago would now be looking at an investment worth $1,188.
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Returns By Period
ClearBridge Aggressive Growth Fund (SHRAX) has returned 2.52% so far this year and 10.73% over the past 12 months. Over the last ten years, SHRAX has returned 8.19% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
ClearBridge Aggressive Growth Fund
- 1D
- 1.08%
- 1M
- 3.95%
- YTD
- 2.52%
- 6M
- 0.44%
- 1Y
- 10.73%
- 3Y*
- 12.63%
- 5Y*
- 3.50%
- 10Y*
- 8.19%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SHRAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1990, SHRAX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.
Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +17.2%, while the worst month was Aug 1998 at -21.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SHRAX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +14.5%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.99% | 3.15% | -7.23% | 5.23% | 5.19% | -0.23% | 2.52% | ||||||
| 2025 | 4.95% | -4.14% | -8.28% | 4.06% | 8.23% | 5.38% | 1.24% | 0.83% | 3.32% | 2.40% | -2.94% | -1.13% | 13.50% |
| 2024 | 1.31% | 1.90% | 0.82% | -5.40% | 2.47% | 5.07% | -2.00% | 1.72% | 2.69% | 0.10% | 7.31% | -3.90% | 12.02% |
| 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% |
Benchmark Metrics
ClearBridge Aggressive Growth Fund has an annualized alpha of 1.19%, beta of 1.08, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.
- This fund captured 114.28% of S&P 500 Index gains and 107.95% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.08 and R2 of 0.79, 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
- 1.19%
- Beta
- 1.08
- R²
- 0.79
- Upside Capture
- 114.28%
- Downside Capture
- 107.95%
Expense Ratio
SHRAX has a high expense ratio of 1.11%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SHRAX ranks 8 for risk / return — in the bottom 8% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) 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.
| SHRAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.37 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 2.78 | -2.07 |
| Martin ratioReturn relative to average drawdown | 1.98 | 12.44 | -10.45 |
Dividends
Dividend History
ClearBridge Aggressive Growth Fund provided a 21.73% dividend yield over the last twelve months, with an annual payout of $20.35 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $20.35 | $20.35 | $19.98 | $14.39 | $15.07 | $38.78 | $32.34 | $22.26 | $30.24 | $12.14 | $8.99 | $7.55 |
Dividend yield | 21.73% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $20.35 | $20.35 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $19.98 | $19.98 |
| 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 |
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 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 2.47%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -57.26%Mar 2009 | 1y 8mo | 2y 3mo | 4y 12dJun 2007 - Jul 2011 |
Dot-com crash2000–2002 | -51.39%Oct 2002 | 2y 1mo | 3y 3mo | 5y 4moSep 2000 - Jan 2006 |
Bear market2022 | -33.77%Jun 2022 | 7mo 3d | 2y 4mo | 2y 11moNov 2021 - Nov 2024 |
COVID crash2020 | -32.67%Mar 2020 | 1mo 2d | 7mo 25d | 8mo 27dFeb 2020 - Nov 2020 |
1990 bear market1990 | -32.49%Oct 1990 | 2mo 26d | 4mo 25d | 7mo 21dJul 1990 - Mar 1991 |
Drawdown Indicators
| SHRAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -56.78% | -0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -9.10% | -5.49% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -18.90% | -4.83% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -25.43% | -8.34% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -33.92% | +0.15% |
Current DrawdownCurrent decline from peak | -2.47% | -1.80% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -11.26% | -10.71% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 2.03% | +3.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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