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FTSE 100
8,139.83
+60.97
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19,824.16
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(+1.13%)
AIM
755.28
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Bitcoin GBP
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ClearBridge All Cap Value IS (LSISX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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15.71
+0.07
(+0.45%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.64%
5-year average return
8.63%
Number of years up
3
Number of years down
3
Best 1-yr total return (25 Apr 2024)
26.56%
Worst 1-yr total return (25 Apr 2024)
N/A
Best 3-yr total return
26.56%
Worst 3-yr total return
1.52%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
LSISX
Category
YTD
11.76%
17.52%
1-month
7.30%
-0.87%
3-month
11.76%
5.51%
1-year
29.41%
42.88%
3-year
9.36%
11.93%
5-year
9.95%
12.07%
10-year
8.06%
10.95%
Last bull market
48.20%
23.18%
Last bear market
-13.39%
-17.87%
Annual total return (%) history
Year
LSISX
Category
2024
N/A
N/A
2023
14.40%
N/A
2022
-7.39%
N/A
2021
26.56%
N/A
2020
-0.69%
2.91%
2019
23.04%
25.04%
2018
-14.38%
-8.53%
2017
N/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.76%
N/A
N/A
N/A
2023
-1.21%
7.65%
-1.28%
8.96%
2022
1.57%
-13.39%
-5.13%
10.97%
2021
14.58%
5.56%
-1.47%
6.20%
2020
-31.90%
16.51%
4.25%
20.07%
2019
13.93%
1.96%
-0.37%
6.31%
2018
-4.35%
2.58%
4.10%
-16.18%
2017
5.60%
N/A
N/A
N/A
Rank in category (by total return)
YTD
11
1-month
3
3-month
11
1-year
8
3-year
43
5-year
71
Load adjusted returns
1-year
29.41%
3-year
9.36%
5-year
9.95%
10-year
8.06%
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