Australia markets closed

ClearBridge Small Cap Growth 1 (LMPMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
36.41+0.02 (+0.05%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.65%
5-year average return4.75%
Number of years up13
Number of years down3
Best 1-yr total return (2 July 2024)45.04%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return45.04%
Worst 3-yr total return-4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMPMXCategory
YTD-2.06%12.40%
1-month-0.03%3.37%
3-month-4.66%4.88%
1-year-1.14%55.69%
3-year-8.80%19.34%
5-year5.04%20.72%
10-year7.91%13.98%
Last bull market25.31%27.85%
Last bear market-20.69%-24.06%

Annual total return (%) history

Year
LMPMXCategory
2024
N/AN/A
2023
8.96%N/A
2022
-28.63%N/A
2021
12.20%N/A
2020
43.82%38.62%
2019
25.57%27.68%
2018
4.45%-5.76%
2017
25.17%21.50%
2016
5.95%11.20%
2015
-4.55%-2.41%
2014
3.35%2.44%
2013
45.04%40.91%
2012
19.15%13.15%
2011
0.81%-3.55%
2010
25.62%26.98%
2009
42.65%35.46%
2008
-40.75%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.73%-4.66%N/AN/A
20236.59%1.28%-8.81%10.70%
2022-14.35%-20.69%-0.98%6.09%
20214.35%7.96%-2.97%2.66%
2020-23.77%39.36%11.07%21.89%
201915.02%4.91%-3.36%7.67%
20186.08%12.16%10.82%-20.77%
20175.62%5.97%5.34%6.17%
2016-8.75%4.23%10.29%1.01%
20151.26%0.35%-12.73%7.64%
2014-0.24%-1.25%-3.88%9.15%
201314.38%2.88%14.02%8.10%
201218.22%-4.12%5.36%-0.23%
20118.32%0.85%-20.89%16.64%
20105.52%-8.94%15.33%13.36%
2009-3.62%20.95%15.19%6.25%
2008-11.94%7.34%-11.16%-29.44%
20076.96%1.61%-0.83%N/A

Rank in category (by total return)

YTD92
1-month44
3-month78
1-year94
3-year82
5-year84

Load adjusted returns

1-year-1.14%
3-year-8.80%
5-year5.04%
10-year7.91%