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Clearbridge Large Cap Growth Fd Cl A: (MF: SBLGX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$63.46 USD
-1.65 (-2.53%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.71 | 42 |
| 3 months | 14.37 | 30 |
| 6 months | 5.71 | 42 |
| 1 Year | 14.64 | 35 |
| 3 Year | 24.40 | 12 |
| 5 Year | 14.26 | 44 |
| 10 Year | 14.26 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 94.98 |
| Bear Market (10/07 - 2/09) | -46.03 |
| Bull Market (2/09 - 3/21) | 1,127.14 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.66 |
| 5 Year | 13.03 |
| 10 Year | 13.65 |
| Since Inception | 10.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.57 | 14.37 | NA | NA |
| 2024 | 13.19 | 3.99 | 5.06 | 3.22 |
| 2023 | 16.45 | 13.77 | -5.34 | 15.41 |
| 2022 | -11.73 | -23.02 | -5.59 | 4.40 |
| 2021 | 0.16 | 11.15 | 0.22 | 8.94 |
| 2020 | -15.07 | 25.82 | 12.51 | 8.81 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.71 | 27.65 | 44.75 | -33.02 | 21.57 | 30.82 | 31.70 | -0.33 | 25.03 | 6.84 | 9.11 |
| % Total Return Rel to Index | -0.49 | 2.63 | 18.51 | -14.82 | -7.11 | 12.42 | 0.21 | 4.05 | 3.24 | -5.08 | 7.72 |
| % Total Return Rel to Peer | 0.57 | 8.26 | 21.76 | -13.33 | -0.48 | 10.90 | 3.27 | 6.52 | 4.35 | -0.97 | 10.71 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.02 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.06 | 0.01 |
| Capital Gains ($) | 1.42 | 3.36 | 6.36 | 3.73 | 8.10 | 3.70 | 2.43 | 1.56 | 1.79 | 0.68 | 0.95 |
| Expense Ratio | 0.00 | 1.01 | 1.05 | 1.03 | 0.99 | 1.00 | 1.02 | 1.04 | 1.08 | 1.09 | 1.14 |
* 1 = Top 20%, 5 = Bottom 20%