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ClearBridge Sustainability Leaders IS (LCILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.43-0.07 (-0.26%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.85%
5-year average return14.33%
Number of years up6
Number of years down2
Best 1-yr total return (19 Jun 2024)37.85%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return37.85%
Worst 3-yr total return4.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCILXCategory
YTD6.86%5.31%
1-month3.17%-4.19%
3-month1.22%3.90%
1-year19.32%20.31%
3-year4.14%6.48%
5-year15.28%11.78%
10-year0.00%10.96%
Last bull market26.64%25.56%
Last bear market-16.60%-15.11%

Annual total return (%) history

Year
LCILXCategory
2024
N/AN/A
2023
16.66%22.32%
2022
-20.85%-16.96%
2021
24.78%26.07%
2020
35.79%15.83%
2019
37.85%28.78%
2018
-2.40%-6.27%
2017
21.54%20.44%
2016
6.06%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.02%N/AN/AN/A
20235.10%4.40%-5.66%12.71%
2022-8.84%-16.60%-2.54%6.83%
20214.90%5.96%0.13%12.13%
2020-14.99%19.77%12.81%18.21%
201913.63%6.66%4.12%9.25%
2018-0.56%3.25%8.65%-12.49%
20175.84%3.40%3.56%7.23%
2016-0.61%-1.34%4.70%3.30%
2015-0.70%-4.63%4.34%N/A

Rank in category (by total return)

YTD81
1-month80
3-month87
1-year86
3-year91
5-year36

Load adjusted returns

1-year19.32%
3-year4.14%
5-year15.28%
10-yearN/A