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ClearBridge Aggressive Growth Fund (SHRAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US52468C1099

CUSIP

52468C109

Issuer

Franklin Templeton

Inception Date

Oct 24, 1983

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SHRAX vs. SPY SHRAX vs. QQQ SHRAX vs. ACSTX SHRAX vs. FXAIX SHRAX vs. VOO SHRAX vs. SBLGX SHRAX vs. VIG SHRAX vs. SCHD SHRAX vs. DODGX SHRAX vs. FMCSX
Popular comparisons:
SHRAX vs. SPY SHRAX vs. QQQ SHRAX vs. ACSTX SHRAX vs. FXAIX SHRAX vs. VOO SHRAX vs. SBLGX SHRAX vs. VIG SHRAX vs. SCHD SHRAX vs. DODGX 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.


-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
12.42%
12.93%
SHRAX (ClearBridge Aggressive Growth Fund)
Benchmark (^GSPC)

Returns By Period

ClearBridge Aggressive Growth Fund had a return of 15.61% year-to-date (YTD) and 12.79% in the last 12 months. Over the past 10 years, ClearBridge Aggressive Growth Fund had an annualized return of -5.24%, while the S&P 500 had an annualized return of 11.16%, indicating that ClearBridge Aggressive Growth Fund did not perform as well as the benchmark.


SHRAX

YTD

15.61%

1M

4.35%

6M

12.43%

1Y

12.79%

5Y (annualized)

-8.77%

10Y (annualized)

-5.24%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.31%1.90%0.82%-5.40%2.47%5.07%-2.00%1.72%2.69%0.10%15.61%
20238.91%-3.02%1.58%-1.31%1.49%5.51%4.71%-5.44%-4.56%-2.53%8.24%-4.00%8.52%
2022-8.23%-1.90%1.40%-9.15%-2.75%-8.63%8.31%-2.29%-7.49%5.64%4.51%-18.50%-35.09%
20210.68%6.47%-1.35%2.28%0.64%2.96%-0.45%0.95%-6.68%3.98%-4.73%-18.75%-15.41%
2020-2.19%-6.13%-12.25%11.09%6.85%-1.17%2.65%4.27%-0.42%-5.31%16.99%-9.96%0.47%
201910.32%2.09%-1.60%4.70%-8.54%6.31%1.22%-3.47%0.79%4.39%5.13%-9.49%10.35%
20188.02%-5.70%-1.46%-0.21%2.96%2.68%2.18%2.15%0.04%-9.68%3.07%-23.68%-21.43%
20175.17%3.34%-0.25%0.51%-1.54%0.73%2.84%-0.82%0.46%0.29%1.42%-4.21%7.88%
2016-8.33%0.49%5.63%0.40%1.04%-1.39%6.54%-0.96%2.87%-6.61%7.57%-4.57%1.30%
2015-2.35%7.15%-1.55%0.69%2.09%-2.91%-0.48%-5.87%-5.05%7.23%-0.35%-5.97%-8.12%
20140.30%6.85%-1.15%-1.84%3.41%4.39%-1.10%3.90%-2.35%0.69%1.12%-2.09%12.30%
20137.09%0.69%7.42%2.04%3.89%-0.46%4.87%-2.16%5.88%3.17%2.99%1.67%43.44%

Expense Ratio

SHRAX has a high expense ratio of 1.11%, indicating higher-than-average management fees.


Expense ratio chart for SHRAX: current value at 1.11% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SHRAX is 8, indicating that it is in the bottom 8% 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.


The Risk-Adjusted Performance Rank of SHRAX is 88
Combined Rank
The Sharpe Ratio Rank of SHRAX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of SHRAX is 77
Sortino Ratio Rank
The Omega Ratio Rank of SHRAX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of SHRAX is 66
Calmar Ratio Rank
The Martin Ratio Rank of SHRAX is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for SHRAX, currently valued at 0.70, compared to the broader market-1.000.001.002.003.004.005.000.702.54
The chart of Sortino ratio for SHRAX, currently valued at 0.95, compared to the broader market0.005.0010.000.953.40
The chart of Omega ratio for SHRAX, currently valued at 1.15, compared to the broader market1.002.003.004.001.151.47
The chart of Calmar ratio for SHRAX, currently valued at 0.23, compared to the broader market0.005.0010.0015.0020.0025.000.233.66
The chart of Martin ratio for SHRAX, currently valued at 2.30, compared to the broader market0.0020.0040.0060.0080.00100.002.3016.26
SHRAX
^GSPC

The current ClearBridge Aggressive Growth Fund Sharpe ratio is 0.70. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of ClearBridge Aggressive Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.70
2.54
SHRAX (ClearBridge Aggressive Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

ClearBridge Aggressive Growth Fund provided a 0.13% dividend yield over the last twelve months, with an annual payout of $0.15 per share.


0.00%0.10%0.20%0.30%0.40%0.50%$0.00$0.20$0.40$0.60$0.8020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend$0.15$0.15$0.00$0.00$0.32$0.83$0.40$0.39$0.68

Dividend yield

0.13%0.15%0.00%0.00%0.18%0.48%0.25%0.19%0.36%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.15$0.15
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$0.32$0.32
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.83$0.83
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40$0.40
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.39
2016$0.68$0.68

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-46.06%
-0.88%
SHRAX (ClearBridge Aggressive Growth Fund)
Benchmark (^GSPC)

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 57.84%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current ClearBridge Aggressive Growth Fund drawdown is 46.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.84%Oct 4, 20181066Dec 28, 2022
-57.26%Jun 20, 2007431Mar 9, 2009585Jul 1, 20111016
-51.35%Sep 5, 2000523Oct 9, 2002817Jan 9, 20061340
-27.46%Oct 9, 1997261Oct 8, 199841Dec 4, 1998302
-26.59%Mar 23, 2015226Feb 11, 2016488Jan 19, 2018714

Volatility

Volatility Chart

The current ClearBridge Aggressive Growth Fund volatility is 5.13%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
5.13%
3.96%
SHRAX (ClearBridge Aggressive Growth Fund)
Benchmark (^GSPC)