ClearBridge Large Cap Growth ESG ETF (LRGE) Performance
LRGE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.9% since Dec 31, 2025
- 1 year
- +3.5% total return
- 5 years
- +8.7% a year
- Since first price
- +14.8% a year since 2017
LRGE trailing returns vs SPY, QQQ, AGG
| Period | LRGE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.8% | −3.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.1% | +4.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.4% | +6.4% | +7.8% | +8.4% | −1.5% |
| YTD | +5.9% | +5.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.5% | +3.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +70.6%+19.5%/yr | +69.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +51.7%+8.7%/yr | +46.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 25, 2017 | +267.5%+14.8%/yr | +242.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: LRGE vs SPY
From May 25, 2017: LRGE grew to $36,749, SPY to $36,435.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LRGE returns by calendar year
6 of 8 full years positive. Best 2023 (+46.4%), worst 2022 (−31.5%). 2026 is year to date.
LRGE annual returns table
| Year | LRGE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.9% | −13.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +9.5% | −20.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +26.3% | −9.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +46.4% | −11.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −31.5% | −35.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.9% | −7.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +31.9% | −29.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +33.4% | −9.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.3% | −19.2% | −4.6% | −0.1% | +0.1% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
LRGE largest drawdowns
Now 6.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 19, 2021 | −37.0% | Oct 14, 2022 | Jan 19, 2024 | 11 months | 2.2 years |
| Feb 19, 2020 | −29.3% | Mar 23, 2020 | Jul 1, 2020 | 33 days | 4 months |
| Jan 23, 2025 | −20.3% | Apr 8, 2025 | Jun 27, 2025 | 2 months | 5 months |
| Oct 1, 2018 | −19.2% | Dec 24, 2018 | Mar 21, 2019 | 3 months | 6 months |
| Oct 28, 2025 | −16.3% | Mar 30, 2026 | May 14, 2026 | 5 months | 7 months |
| Sep 2, 2020 | −10.2% | Sep 23, 2020 | Nov 16, 2020 | 21 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LRGE risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +20.6% | +10.7% | +15.5% |
| Volatility (annualized) | 15.1% | 18.9% | 18.0% |
| Sharpe ratio | 1.04 | 0.45 | 0.76 |
| Sortino ratio | 1.97 | 0.68 | 1.21 |
| Best month | +11.3% | +11.3% | +13.9% |
| Worst month | −7.2% | −13.2% | −13.2% |
| Best 12 months | +41.3% | +49.6% | +56.3% |
| Worst 12 months | +4.2% | −31.5% | −31.5% |
| Positive months | 64% | 60% | 66% |
| Beta vs S&P 500 | 1.12 | 1.13 | — |
| Correlation with S&P 500 | 0.92 | 0.94 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
LRGE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 102 | −31.5% | +16.8% | +56.3% | 86% |
| 3-year (a year) | 78 | +3.6% | +16.6% | +29.3% | 100% |
| 5-year (a year) | 54 | +8.1% | +12.2% | +17.5% | 100% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
LRGE performance overview
ClearBridge Large Cap Growth ESG ETF (LRGE) returned +3.5% over the past year and +8.7% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +14.8% a year, turning $10,000 into about $36,749. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.0%, from Nov 19, 2021 to Oct 14, 2022, and it took 1.3 years to get back to the old high. LRGE finished 6 of its 8 full calendar years with a gain; the best year was 2023 (+46.4%) and the worst 2022 (−31.5%). Volatility has been 18.0% a year.
Related: LRGE chart, LRGE holdings, LRGE dividends, LRGE valuation. See the LRGE overview for the latest quote and fund facts.
LRGE performance FAQ
What is the LRGE return over the past year?
LRGE returned +3.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.4%.
What is the average annual return of LRGE?
LRGE has returned +8.7% a year over 5 years, +14.8% a year since May 25, 2017 (total return, distributions reinvested).
How much would $10,000 invested in LRGE be worth?
$10,000 invested in LRGE at its first recorded close on May 25, 2017 would be worth about $36,749 on October 23, 2026 with distributions reinvested.
What was the worst year for LRGE?
The worst calendar year was 2022, with a total return of −31.5%. The best was 2023 at +46.4%.
What is the biggest drawdown of LRGE?
The largest peak-to-trough decline was −37.0% between November 19, 2021 and October 14, 2022. It recovered to the old high on January 19, 2024, 1.3 years after the bottom.
How volatile is LRGE?
Over the past 3 years LRGE had an annualized volatility of 15.1% and a Sharpe ratio of 1.04 (excess return over 1–3 month T-bills per unit of risk).