Nasdaq - Delayed Quote USD
ClearBridge Growth I (SAGYX)
117.57
-4.33
(-3.55%)
As of 8:09:23 AM EDT. Market Open.
Fund Summary
The fund invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the S&P 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25% of its net assets (at the time of investment) in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.12% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -7.92% |
| 5y Average Return | 7.63% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SAGYX | Category Average | SAGYX | Category Average | SAGYX | Category Average | |
| Alpha | -6.73 | -0.01 | -8.13 | -0.01 | -7.06 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.88 | 0.01 | 0.53 | 0.01 |
| R-squared | 86.04 | 0.94 | 80.72 | 0.95 | 82.66 | 0.95 |
| Standard Deviation | 18.59 | 0.17 | 18.91 | 0.19 | 17.56 | 0.15 |
| Sharpe Ratio | -0.06 | 0 | 0.41 | 0.01 | 0.25 | 0.01 |
| Treynor Ratio | -2.86 | 0.03 | 6.32 | 0.1 | 2.88 | 0.1 |
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