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Franklin U.S. Large Cap Equity IS (LMISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.02+0.08 (+0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.28%
5-year average return14.79%
Number of years up12
Number of years down3
Best 1-yr total return (30 June 2024)33.33%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return33.33%
Worst 3-yr total return6.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMISXCategory
YTD14.42%5.31%
1-month6.09%-4.19%
3-month5.79%3.90%
1-year35.55%20.31%
3-year9.53%6.48%
5-year15.90%11.78%
10-year11.57%10.96%
Last bull market28.85%25.56%
Last bear market-17.61%-15.11%

Annual total return (%) history

Year
LMISXCategory
2024
N/AN/A
2023
27.79%22.32%
2022
-20.60%-16.96%
2021
31.42%26.07%
2020
17.19%15.83%
2019
25.94%28.78%
2018
-7.34%-6.27%
2017
23.49%20.44%
2016
8.81%10.37%
2015
-1.65%-1.07%
2014
14.21%10.96%
2013
33.33%31.50%
2012
16.62%14.96%
2011
1.62%-1.27%
2010
14.43%14.01%
2009
22.74%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.83%N/AN/AN/A
20236.96%8.33%-1.33%11.77%
2022-5.62%-17.61%-4.35%6.75%
20218.18%9.68%0.31%10.41%
2020-21.86%22.57%7.02%14.33%
201913.08%2.58%0.34%8.21%
2018-0.62%3.42%7.06%-15.79%
20175.97%2.99%4.87%7.90%
2016-1.02%0.32%4.77%4.59%
20151.84%-0.76%-7.75%5.48%
20142.19%5.05%0.84%5.50%
201310.84%2.56%5.50%11.17%
201212.85%-3.31%6.68%0.19%
20116.62%-0.81%-14.42%12.27%
20105.42%-11.92%10.85%11.17%
2009-9.87%11.97%14.99%5.76%
2008-11.82%-21.05%N/AN/A

Rank in category (by total return)

YTD7
1-month4
3-month6
1-year4
3-year21
5-year16

Load adjusted returns

1-year35.55%
3-year9.53%
5-year15.90%
10-year11.57%