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Clearbridge Select Fund Cl A: (MF: LCLAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$50.84 USD
+0.77 (1.54%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.84 | 76 |
| 3 months | -8.84 | 76 |
| 6 months | -3.13 | 46 |
| 1 Year | 1.70 | 65 |
| 3 Year | 2.77 | 81 |
| 5 Year | 16.25 | 52 |
| 10 Year | 13.44 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -3.60 |
| 5 Year | 15.01 |
| 10 Year | 12.84 |
| Since Inception | 13.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.84 | NA | NA | NA |
| 2024 | 8.57 | -1.76 | 6.87 | 6.25 |
| 2023 | 8.27 | 8.05 | -6.35 | 13.02 |
| 2022 | -15.96 | -22.78 | -4.58 | 7.74 |
| 2021 | 5.86 | 11.45 | -1.38 | 3.12 |
| 2020 | -18.41 | 45.40 | 14.80 | 16.22 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.84 | 21.13 | 23.82 | -33.29 | 19.99 | 58.28 | 33.03 | 10.17 | 38.72 | 3.83 | -4.23 |
| % Total Return Rel to Index | -4.57 | -3.89 | -2.42 | -15.08 | -8.68 | 39.88 | 1.54 | 14.57 | 16.93 | -8.10 | -5.61 |
| % Total Return Rel to Peer | -3.81 | 1.73 | 0.82 | -13.59 | -2.06 | 38.37 | 4.60 | 17.03 | 18.04 | -3.98 | -2.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 4.00 | 1.00 | 2.00 | 1.00 | 1.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 0.00 | 0.00 | 0.29 | 0.44 | 0.17 | 0.77 |
| Expense Ratio | 0.00 | 1.33 | 1.33 | 1.34 | 1.35 | 1.39 | 1.47 | 1.49 | 1.24 | 1.49 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%