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ClearBridge All Cap Value IS (LSISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.15+0.19 (+1.19%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.69%
5-year average return9.65%
Number of years up3
Number of years down3
Best 1-yr total return (8 May 2024)26.56%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return26.56%
Worst 3-yr total return1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSISXCategory
YTD7.61%17.52%
1-month-3.71%-0.87%
3-month8.51%5.51%
1-year22.27%42.88%
3-year6.60%11.93%
5-year8.30%12.07%
10-year7.64%10.95%
Last bull market26.04%23.18%
Last bear market-13.39%-17.87%

Annual total return (%) history

Year
LSISXCategory
2024
N/AN/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/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.76%N/AN/AN/A
2023-1.21%7.65%-1.28%8.96%
20221.57%-13.39%-5.13%10.97%
202114.58%5.56%-1.47%6.20%
2020-31.90%16.51%4.25%20.07%
201913.93%1.96%-0.37%6.31%
2018-4.35%2.58%4.10%-16.18%
20175.60%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month36
3-month3
1-year8
3-year41
5-year70

Load adjusted returns

1-year22.27%
3-year6.60%
5-year8.30%
10-year7.64%