Nasdaq - Delayed Quote USD

ClearBridge Mid Cap I (SMBYX)

40.49
-0.19
(-0.47%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 8.57%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Jun 5, 2025) 37.71%
Worst 1Y Total Return (Jun 5, 2025) --
Best 3Y Total Return 37.71%
Worst 3Y Total Return -2.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMBYX
Category
YTD
-1.37%
17.04%
1-Month
7.97%
-0.01%
3-Month
-1.44%
5.47%
1-Year
6.26%
50.44%
3-Year
4.18%
13.15%
5-Year
9.64%
13.75%
10-Year
6.70%
11.35%
Last Bull Market
16.81%
25.95%
Last Bear Market
-17.28%
-22.55%

Annual Total Return (%) History

Year
SMBYX
Category
2025
--
--
2024
10.15%
--
2023
13.80%
--
2022
-25.00%
--
2021
28.91%
--
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
2025 -6.56% -- -- --
2024 5.97% -5.75% 7.59% 2.51%
2023 1.80% 5.69% -3.74% 9.88%
2022 -9.90% -17.28% -6.39% 7.50%
2021 11.08% 4.55% 1.92% 8.91%
2020 -27.27% 21.67% 9.37% 20.34%
2019 16.77% 4.55% 1.08% 7.96%
2018 -2.78% 2.45% 5.20% -16.61%
2017 4.29% 2.00% 2.65% 3.55%
2016 -1.85% -1.49% 5.27% 6.93%

2015 4.72% 0.75% -6.86% 4.39%
2014 2.85% 3.13% -4.68% 7.03%
2013 11.12% 3.15% 11.12% 8.12%
2012 15.02% -6.09% 5.55% 4.07%
2011 7.00% 0.50% -22.36% 15.86%
2010 4.77% -9.89% 14.43% 13.41%
2009 -4.61% 18.48% 14.50% 4.18%
2008 -8.33% 3.72% -11.49% -23.16%
2007 4.81% 6.60% -0.08% -3.63%
2006 7.50% -2.18% 1.05% 7.87%
2005 -2.70% 2.37% 4.58% 3.87%
2004 0.72% 2.49% -4.20% 11.79%
2003 -3.08% 14.05% 3.98% 13.38%
2002 1.07% -9.16% -15.79% 4.80%
2001 -14.16% 9.15% -20.91% 21.13%
2000 13.98% 1.65% 11.06% -8.39%
1999 3.37% 7.26% -5.41% 23.99%

Rank in Category (By Total Return)

YTD 50
1-Month 5
3-Month 38
1-Year 45
3-Year 91
5-Year 89

Load Adjusted Returns

1-Year 6.26%
3-Year 4.18%
5-Year 9.64%
10-Year 6.70%

Performance & Risk

YTD Return 0.00%
5y Average Return 8.57%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Franklin Templeton Investments
Net Assets 1.62B
YTD Return -1.37%
Yield 0.26%
Morningstar Rating
Inception Date Sep 01, 1998

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. The fund may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers.

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