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ClearBridge Mid Cap Fund (SBMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.23-0.27 (-0.81%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.50%
5-year average return7.00%
Number of years up19
Number of years down6
Best 1-yr total return (25 June 2024)37.18%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return37.18%
Worst 3-yr total return2.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBMAXCategory
YTD2.13%17.04%
1-month2.03%-0.01%
3-month-0.70%5.47%
1-year17.44%50.44%
3-year-1.17%13.15%
5-year8.79%13.75%
10-year6.98%11.35%
Last bull market23.45%25.95%
Last bear market-17.32%-22.55%

Annual total return (%) history

Year
SBMAXCategory
2024
N/AN/A
2023
13.46%N/A
2022
-25.23%N/A
2021
28.55%N/A
2020
16.11%12.39%
2019
32.78%26.21%
2018
-12.91%-11.15%
2017
12.72%15.93%
2016
8.40%14.14%
2015
2.25%-4.75%
2014
7.81%7.80%
2013
37.18%34.10%
2012
18.22%16.15%
2011
-3.66%-3.81%
2010
22.06%22.52%
2009
34.33%37.39%
2008
-35.69%-39.18%
2007
7.10%4.85%
2006
14.13%14.03%
2005
8.16%9.25%
2004
10.01%16.30%
2003
29.75%36.28%
2002
-19.28%-16.55%
2001
-10.62%-3.12%
2000
17.46%6.36%
1999
29.63%20.92%
1998
N/A10.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.90%N/AN/AN/A
20231.73%5.64%-3.82%9.76%
2022-9.97%-17.32%-6.46%7.38%
202111.00%4.47%1.84%8.85%
2020-27.31%21.56%9.26%20.25%
201916.67%4.49%1.00%7.84%
2018-2.87%2.38%5.11%-16.68%
20174.20%1.92%2.56%3.48%
2016-1.96%-1.57%5.16%6.83%
20154.65%0.66%-6.95%4.32%
20142.77%2.99%-4.75%6.94%
201311.05%3.03%11.02%8.00%
201214.91%-6.19%5.52%3.93%
20116.90%0.40%-22.44%15.74%
20104.64%-9.86%14.22%13.30%
2009-4.70%18.42%14.32%4.12%
2008-8.47%3.62%-11.64%-23.27%
20074.66%6.49%-0.17%-3.74%
20067.38%-2.29%0.90%7.81%
2005-2.41%2.24%4.50%3.73%
20040.59%2.39%-4.34%11.66%
2003-3.25%13.96%3.87%13.29%
20021.03%-9.26%-15.87%4.67%
2001-14.25%9.00%-20.94%20.96%
200013.87%1.52%11.02%-8.48%
19993.31%7.14%-5.48%23.91%
199831.36%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month85
3-month90
1-year88
3-year96
5-year89

Load adjusted returns

1-year10.98%
3-year-3.02%
5-year7.57%
10-year6.38%