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ClearBridge Small Cap C (LMASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.73+0.11 (+0.33%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.56%
5-year average return3.24%
Number of years up28
Number of years down10
Best 1-yr total return (20 Jun 2024)78.54%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return78.54%
Worst 3-yr total return-1.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMASXCategory
YTD-0.34%20.19%
1-month3.32%0.02%
3-month0.26%4.36%
1-year11.69%60.18%
3-year-3.30%11.32%
5-year4.94%13.88%
10-year6.25%11.19%
Last bull market21.06%27.98%
Last bear market-17.30%-24.08%

Annual total return (%) history

Year
LMASXCategory
2024
N/AN/A
2023
16.02%N/A
2022
-21.19%N/A
2021
18.01%N/A
2020
2.44%10.99%
2019
29.75%23.75%
2018
-9.76%-12.72%
2017
11.00%12.28%
2016
26.44%20.78%
2015
-5.12%-5.38%
2014
7.00%3.79%
2013
35.08%37.39%
2012
18.23%15.46%
2011
-17.33%-4.07%
2010
19.01%25.61%
2009
78.54%31.80%
2008
-54.25%-36.56%
2007
-3.58%-1.10%
2006
7.80%15.03%
2005
8.34%6.75%
2004
13.05%18.94%
2003
54.36%43.41%
2002
-8.74%-16.22%
2001
2.26%8.92%
2000
-12.00%11.89%
1999
35.54%19.95%
1998
23.31%-3.03%
1997
22.12%26.36%
1996
28.65%21.50%
1995
22.50%27.21%
1994
-13.07%-1.76%
1993
24.13%17.65%
1992
15.36%13.94%
1991
39.44%40.70%
1990
0.52%-11.95%
1989
32.08%18.31%
1988
19.70%23.02%
1987
-10.44%-1.94%
1986
7.35%7.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.92%N/AN/AN/A
20232.57%9.30%-5.46%9.46%
2022-4.08%-17.30%-6.73%6.52%
202112.59%6.73%-5.19%3.57%
2020-38.84%23.16%4.77%29.81%
201916.67%2.44%-4.09%13.19%
2018-1.12%6.23%7.59%-20.15%
20172.83%3.22%2.44%2.08%
20160.69%6.85%6.90%9.95%
20152.28%0.52%-9.09%1.51%
20140.91%4.21%-5.97%8.21%
201312.37%2.70%5.53%10.91%
201216.07%-5.21%2.51%4.83%
20114.77%-3.04%-25.92%9.86%
201010.71%-13.06%11.90%10.50%
2009-2.62%33.06%31.52%4.76%
2008-23.20%1.84%-13.42%-32.44%
20074.86%8.14%-3.65%-11.75%
20067.15%-9.43%1.59%9.33%
2005-5.46%4.65%5.35%3.95%
20043.53%3.43%-7.49%14.13%
2003-1.18%29.17%6.50%13.55%
20025.90%-15.01%-10.61%13.44%
2001-6.22%14.34%-26.29%29.38%
20000.32%-6.86%2.77%-8.37%
19995.69%7.99%-3.18%22.64%
199811.62%-0.86%-20.49%40.13%
1997-4.60%15.84%15.12%-4.01%
199610.00%5.49%2.43%8.24%
19954.89%7.65%8.67%-0.16%
1994-2.62%-7.40%5.02%-8.20%
1993-0.39%7.05%10.92%4.95%
19923.99%-5.91%0.20%17.67%
199120.38%0.96%9.88%4.42%
1990-0.37%7.14%-12.53%7.66%
198914.07%11.40%15.00%-9.62%
198816.71%8.09%-3.01%-2.17%
198721.88%-1.48%3.52%-27.95%
198615.30%4.16%-13.60%3.44%

Rank in category (by total return)

YTD96
1-month90
3-month89
1-year97
3-year96
5-year97

Load adjusted returns

1-year10.69%
3-year-3.30%
5-year4.94%
10-year6.25%