SBLGX vs. NASDX
Compare and contrast key facts about ClearBridge Large Cap Growth Fund (SBLGX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBLGX or NASDX.
Correlation
The correlation between SBLGX and NASDX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SBLGX vs. NASDX - Performance Comparison
Key characteristics
SBLGX:
0.22
NASDX:
0.46
SBLGX:
0.46
NASDX:
0.82
SBLGX:
1.07
NASDX:
1.11
SBLGX:
0.16
NASDX:
0.51
SBLGX:
0.64
NASDX:
1.72
SBLGX:
7.84%
NASDX:
6.82%
SBLGX:
22.95%
NASDX:
25.29%
SBLGX:
-53.70%
NASDX:
-81.69%
SBLGX:
-21.89%
NASDX:
-10.68%
Returns By Period
In the year-to-date period, SBLGX achieves a -6.16% return, which is significantly lower than NASDX's -5.75% return. Over the past 10 years, SBLGX has underperformed NASDX with an annualized return of 6.18%, while NASDX has yielded a comparatively higher 16.47% annualized return.
SBLGX
-6.16%
0.91%
-7.44%
7.10%
5.03%
6.18%
NASDX
-5.75%
1.83%
-0.30%
14.70%
18.38%
16.47%
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SBLGX vs. NASDX - Expense Ratio Comparison
SBLGX has a 0.99% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
SBLGX vs. NASDX — Risk-Adjusted Performance Rank
SBLGX
NASDX
SBLGX vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SBLGX vs. NASDX - Dividend Comparison
SBLGX has not paid dividends to shareholders, while NASDX's dividend yield for the trailing twelve months is around 0.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.01% | 0.00% | 0.08% | 0.02% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.34% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
SBLGX vs. NASDX - Drawdown Comparison
The maximum SBLGX drawdown since its inception was -53.70%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for SBLGX and NASDX. For additional features, visit the drawdowns tool.
Volatility
SBLGX vs. NASDX - Volatility Comparison
The current volatility for ClearBridge Large Cap Growth Fund (SBLGX) is 15.29%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 16.63%. This indicates that SBLGX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.