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ClearBridge Mid Cap I (SMBYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.12+0.08 (+0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.90%
5-year average return8.84%
Number of years up19
Number of years down6
Best 1-yr total return (19 May 2024)37.71%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return37.71%
Worst 3-yr total return2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMBYXCategory
YTD0.18%17.04%
1-month-5.46%-0.01%
3-month2.61%5.47%
1-year13.10%50.44%
3-year-1.73%13.15%
5-year7.04%13.75%
10-year7.37%11.35%
Last bull market23.59%25.95%
Last bear market-17.28%-22.55%

Annual total return (%) history

Year
SMBYXCategory
2024
N/AN/A
2023
13.80%N/A
2022
-25.00%N/A
2021
28.91%N/A
2020
16.47%12.39%
2019
33.23%26.21%
2018
-12.61%-11.15%
2017
13.06%15.93%
2016
8.82%14.14%
2015
2.58%-4.75%
2014
8.21%7.80%
2013
37.71%34.10%
2012
18.65%16.15%
2011
-3.28%-3.81%
2010
22.52%22.52%
2009
34.82%37.39%
2008
-35.34%-39.18%
2007
7.58%4.85%
2006
14.62%14.03%
2005
8.20%9.25%
2004
10.55%16.30%
2003
30.32%36.28%
2002
-18.97%-16.55%
2001
-10.23%-3.12%
2000
17.87%6.36%
1999
30.03%20.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.97%N/AN/AN/A
20231.80%5.69%-3.74%9.88%
2022-9.90%-17.28%-6.39%7.50%
202111.08%4.55%1.92%8.91%
2020-27.27%21.67%9.37%20.34%
201916.77%4.55%1.08%7.96%
2018-2.78%2.45%5.20%-16.61%
20174.29%2.00%2.65%3.55%
2016-1.85%-1.49%5.27%6.93%
20154.72%0.75%-6.86%4.39%
20142.85%3.13%-4.68%7.03%
201311.12%3.15%11.12%8.12%
201215.02%-6.09%5.55%4.07%
20117.00%0.50%-22.36%15.86%
20104.77%-9.89%14.43%13.41%
2009-4.61%18.48%14.50%4.18%
2008-8.33%3.72%-11.49%-23.16%
20074.81%6.60%-0.08%-3.63%
20067.50%-2.18%1.05%7.87%
2005-2.70%2.37%4.58%3.87%
20040.72%2.49%-4.20%11.79%
2003-3.08%14.05%3.98%13.38%
20021.07%-9.16%-15.79%4.80%
2001-14.16%9.15%-20.91%21.13%
200013.98%1.65%11.06%-8.39%
19993.37%7.26%-5.41%23.99%

Rank in category (by total return)

YTD86
1-month40
3-month77
1-year74
3-year94
5-year85

Load adjusted returns

1-year13.10%
3-year-1.73%
5-year7.04%
10-year7.37%