SBLGX vs. NASDX

In the year-to-date period, SBLGX achieves a -1.01% return, which is significantly lower than NASDX's 1.83% return. Over the past 10 years, SBLGX has underperformed NASDX with an annualized return of 6.55%, while NASDX has yielded a comparatively higher 13.75% annualized return.

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SBLGX has a 0.99% expense ratio, which is higher than NASDX's 0.63% expense ratio.

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.

The current SBLGX Sharpe Ratio is 0.25, which is comparable to the NASDX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of SBLGX and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SBLGX has not paid dividends to shareholders, while NASDX's dividend yield for the trailing twelve months is around 0.32%.

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.

ClearBridge Large Cap Growth Fund (SBLGX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) have volatilities of 5.63% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.