ClearBridge Mid Cap I (SMBYX)

37.74 +0.13 (+0.35%) USD  |  Jun 27 2022

SMBYX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
ClearBridge Mid Cap I
18.65%
37.71%
8.21%
2.58%
8.82%
13.06%
-12.61%
33.23%
16.47%
28.91%
-22.48%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.56%
Goldman Sachs Mid Cap Value Instl
18.54%
32.97%
13.71%
-9.12%
13.29%
11.14%
-10.48%
32.01%
8.78%
30.89%
-14.48%
Natixis Vaughan Nelson Mid Cap Y
16.28%
41.52%
11.23%
-3.46%
6.14%
13.19%
-15.85%
30.52%
10.76%
21.65%
-12.45%
JPMorgan SMID Cap Equity I
16.18%
40.34%
15.62%
-5.90%
12.12%
16.96%
-11.62%
26.12%
10.20%
23.33%
-17.97%
Invesco Main Street Mid Cap Y
17.26%
33.82%
12.57%
-6.99%
13.68%
14.98%
-12.03%
32.48%
9.44%
23.31%
-17.54%
As of June 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
ClearBridge Mid Cap I
-6.82%
-14.17%
-22.36%
-14.32%
8.66%
7.76%
11.22%
7.58%
8.74%
9.78%
S&P 500 Total Return
-6.08%
-13.81%
-17.97%
-7.56%
11.91%
12.01%
13.55%
8.74%
9.24%
9.92%
Goldman Sachs Mid Cap Value Instl
-7.41%
-12.04%
-14.09%
-5.31%
10.36%
9.08%
10.90%
6.97%
9.16%
10.52%
Natixis Vaughan Nelson Mid Cap Y
-7.58%
-9.55%
-12.26%
-10.40%
9.00%
7.28%
10.28%
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10.81%
JPMorgan SMID Cap Equity I
-5.17%
-11.66%
-17.69%
-10.90%
7.15%
6.62%
10.70%
6.60%
8.44%
9.92%
Invesco Main Street Mid Cap Y
-7.04%
-14.15%
-17.41%
-12.53%
7.11%
6.78%
10.11%
6.50%
8.81%
9.88%
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022