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ClearBridge Select IS (LCSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.60-0.27 (-0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.08%
5-year average return12.71%
Number of years up9
Number of years down2
Best 1-yr total return (16 Apr 2024)58.86%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return58.86%
Worst 3-yr total return0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCSSXCategory
YTD8.67%10.80%
1-month2.34%4.43%
3-month8.67%7.00%
1-year24.60%48.17%
3-year0.89%21.26%
5-year14.40%20.18%
10-year14.97%14.07%
Last bull market43.77%27.14%
Last bear market-22.72%-21.26%

Annual total return (%) history

Year
LCSSXCategory
2024
N/AN/A
2023
24.25%N/A
2022
-33.06%N/A
2021
20.40%N/A
2020
58.86%39.26%
2019
33.60%32.52%
2018
10.55%-6.65%
2017
39.04%23.91%
2016
4.26%6.03%
2015
-3.87%-0.95%
2014
13.66%7.00%
2013
50.55%34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.67%N/AN/AN/A
20238.36%8.16%-6.29%13.13%
2022-15.89%-22.72%-4.50%7.83%
20215.95%11.57%-1.31%3.20%
2020-18.35%45.55%14.91%16.33%
201917.86%4.40%-1.12%9.80%
20189.88%10.97%8.46%-16.41%
201712.25%9.10%4.63%8.52%
2016-8.22%3.33%13.11%-2.80%
2015-0.81%1.38%-12.10%8.76%
20140.20%0.82%1.28%11.08%
201312.07%2.38%20.86%8.57%

Rank in category (by total return)

YTD55
1-month61
3-month55
1-year42
3-year63
5-year7

Load adjusted returns

1-year24.60%
3-year0.89%
5-year14.40%
10-year14.97%