Back to top
Clearbridge Select Fd I: (MF: LBFIX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$58.08 USD
-0.57 (-0.97%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.51 | 82 |
| 3 months | 11.29 | 42 |
| 6 months | 1.51 | 82 |
| 1 Year | 15.43 | 27 |
| 3 Year | 16.34 | 49 |
| 5 Year | 10.45 | 82 |
| 10 Year | 14.82 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.43 |
| 5 Year | 10.45 |
| 10 Year | 14.83 |
| Since Inception | 16.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.79 | 11.29 | NA | NA |
| 2024 | 8.63 | -1.71 | 6.95 | 6.31 |
| 2023 | 8.32 | 8.13 | -6.30 | 13.09 |
| 2022 | -15.91 | -22.75 | -4.50 | 7.79 |
| 2021 | 5.93 | 11.54 | -1.32 | 3.17 |
| 2020 | -18.34 | 45.45 | 14.88 | 16.31 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.51 | 21.40 | 24.12 | -33.14 | 20.29 | 58.70 | 33.46 | 10.49 | 38.97 | 4.18 | -3.93 |
| % Total Return Rel to Index | -4.69 | -3.61 | -2.11 | -14.93 | -8.39 | 40.30 | 1.97 | 14.88 | 17.17 | -7.75 | -5.32 |
| % Total Return Rel to Peer | -3.62 | 2.01 | 1.12 | -13.44 | -1.76 | 38.78 | 5.04 | 17.35 | 18.29 | -3.63 | -2.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 0.00 | 0.00 | 0.29 | 0.44 | 0.17 | 0.77 |
| Expense Ratio | 0.00 | 1.10 | 1.09 | 1.11 | 1.09 | 1.11 | 1.16 | 1.22 | 1.08 | 1.15 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%