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
US52468C1099
52468C109
Oct 24, 1983
$1,000
Large-Cap
Blend
Expense Ratio
SHRAX has a high expense ratio of 1.11%, 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 Aggressive Growth Fund (SHRAX) returned 3.40% year-to-date (YTD) and 13.64% over the past 12 months. Over the past 10 years, SHRAX returned 5.88% annually, underperforming the S&P 500 benchmark at 10.84%.
SHRAX
3.40%
7.52%
-0.29%
13.64%
9.38%
7.57%
5.88%
^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 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.95% | -4.14% | -8.28% | 4.06% | 7.68% | 3.40% | |||||||
| 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% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SHRAX is 42, 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 Aggressive Growth Fund (SHRAX) 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 Aggressive Growth Fund provided a 19.72% dividend yield over the last twelve months, with an annual payout of $19.98 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $19.98 | $19.98 | $14.39 | $15.07 | $38.78 | $32.34 | $22.26 | $30.24 | $12.14 | $8.99 | $7.55 | $4.00 |
Dividend yield | 19.72% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% | 1.97% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $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 |
| 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 | $4.00 | $4.00 |
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 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 5.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.26% | Jun 20, 2007 | 431 | Mar 9, 2009 | 585 | Jul 1, 2011 | 1016 |
| -51.35% | Sep 5, 2000 | 523 | Oct 9, 2002 | 817 | Jan 9, 2006 | 1340 |
| -33.77% | Nov 15, 2021 | 148 | Jun 16, 2022 | 602 | Nov 7, 2024 | 750 |
| -32.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 165 | Nov 13, 2020 | 188 |
| -27.29% | Apr 23, 1998 | 121 | Oct 8, 1998 | 30 | Nov 19, 1998 | 151 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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