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Franklin U.S. Large Cap Equity I (LMTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.26+0.05 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.82%
5-year average return14.77%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)31.28%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.28%
Worst 3-yr total return6.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMTIXCategory
YTD17.81%5.31%
1-month2.98%-4.19%
3-month4.39%3.90%
1-year29.80%20.31%
3-year9.69%6.48%
5-year14.76%11.78%
10-year11.63%10.96%
Last bull market28.85%25.56%
Last bear market-17.64%-15.11%

Annual total return (%) history

Year
LMTIXCategory
2024
N/AN/A
2023
27.63%22.32%
2022
-20.70%-16.96%
2021
31.28%26.07%
2020
17.13%15.83%
2019
25.86%28.78%
2018
-7.34%-6.27%
2017
23.50%20.44%
2016
8.81%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.86%4.39%N/AN/A
20236.97%8.29%-1.33%11.66%
2022-5.67%-17.64%-4.36%6.72%
20218.13%9.69%0.28%10.38%
2020-21.92%22.59%7.02%14.34%
201913.09%2.52%0.34%8.19%
2018-0.62%3.42%7.07%-15.80%
20175.97%2.99%4.87%7.91%
2016-1.03%0.32%4.78%4.59%
2015-7.75%5.42%N/AN/A

Rank in category (by total return)

YTD7
1-month49
3-month17
1-year4
3-year28
5-year28

Load adjusted returns

1-year29.80%
3-year9.69%
5-year14.76%
10-year11.63%