SHRAX vs. SBLGX

In the year-to-date period, SHRAX achieves a 16.83% return, which is significantly lower than SBLGX's 28.93% return. Over the past 10 years, SHRAX has underperformed SBLGX with an annualized return of -5.16%, while SBLGX has yielded a comparatively higher 7.40% annualized return.

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SHRAX has a 1.11% expense ratio, which is higher than SBLGX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and ClearBridge Large Cap Growth Fund (SBLGX). 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 SHRAX Sharpe Ratio is 0.77, which is lower than the SBLGX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of SHRAX and SBLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SHRAX's dividend yield for the trailing twelve months is around 0.12%, while SBLGX has not paid dividends to shareholders.

The maximum SHRAX drawdown since its inception was -57.84%, which is greater than SBLGX's maximum drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for SHRAX and SBLGX. For additional features, visit the drawdowns tool.

ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 5.19% compared to ClearBridge Large Cap Growth Fund (SBLGX) at 4.63%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than SBLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.