Legg Mason

  • ClearBridge Value Trust

ClearBridge Value Trust

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1994 0 0 0 0 0 0 0 0 0 0 0 0 0
1995 1.2 4.8 -3 4.1 1.8 4.8 4.3 1.4 4.7 1.5 3.7 1.1 34.6
1996 -4.1 10.4 5.3 6.1 4.5 -1.2 -1.1 1.3 1.3 1.4 1 4.9 33
1997 -3.5 0.7 -5 5.8 -3 13.5 3.8 4.9 7.1 -5.3 1 8.4 30.1
1998 12.3 7.5 12 6.9 -19 2.3 0.5 0.1 2.8 3.1 10.5 3 45.4
1999 2.8 5 10.5 -3.5 -1.3 -4.9 -1.5 -5.8 3.6 11.3 -2.1 9.2 23.6
2000 -10.2 -8.9 1.5 -5.8 8.3 -0 -8.5 -1.4 -2.1 9.8 0.4 -9.1 -25
2001 1.2 8.9 -0.9 -12.7 -6.8 -1.9 -1.2 1.4 7.4 -2.3 -7.3 7.3 -8.8
2002 -7 9.4 11.7 -11.8 5.6 -7.4 -12.2 0.4 -1.9 6.9 -6.2 -3.7 -18.1
2003 4.9 1.9 6.7 -1.4 3.1 2.1 0.6 11.5 12.2 0.5 -2.9 -0.2 45
2004 6.2 7.7 0.8 1.8 0.5 -7.8 4 2.3 -1.4 -1.5 -0.6 1.2 0
2005 -0 7.5 -1.1 1 -3.2 4.5 1.6 5.1 -2.8 -2.1 -0.2 -3.5 6.4
2006 1.3 3 5.4 2.4 4.1 -4.5 0.7 -4.3 -1.8 1.7 -1.3 0.5 6.9
2007 -2.7 -6.8 0.4 4.1 0.4 -5.8 -2.9 4.2 5.4 -0.9 -1.4 0.9 0
2008 7.2 -15.7 -21.3 -11.6 1.5 -0.9 -14.1 -1.2 5 -5.5 -7.5 -7.9 -54.6
2009 2.9 4.7 -3.9 3.6 5.2 10 1.5 11.2 14.7 10.4 -12.8 -8.1 42
2010 5.7 -2 4.3 10 -5.3 7.9 -7.7 -8.9 0 6.2 2.3 -2.8 7.7
2011 1.7 -1.3 10.7 -6.1 -6.7 -2.4 -2.4 -1.9 2.8 -2.6 2.8 3.6 -3
2012 2.3 1.7 -1.5 3 3 0.3 2.6 -7.1 -2.1 3.7 4.4 5.4 16.2
2013 2.3 4.5 2.9 3.6 -2.5 7.9 -2.2 4.7 1.1 4.7 -0.2 6.8 38.4
2014 -0.8 2.7 2.1 -1.9 4.8 -1 2.6 1.4 -0.4 2 5.6 -3.5 13.9
2015 -1.3 1 8.6 -5.4 -7.8 1.4 -2.3 -0.3 3.1 -0.9 5.9 -4.3 -3.4
2016 1 6.8 -2.3 0.3 0.9 5.4 -3.1 2.9 1.7 10 -2.4 -7.8 12.8
2017 2.1 2 -0.3 2.2 -1 2.2 3.5 -1.2 -0 -0 3.5 1.1 14.8
2018 -9.3 2.2 -8.9 -0.2 1.2 3.8 0.9 0.7 0.1 -1.3 -6.2 4.8 0
2019 1.5 4.6 -0.3 3.1 -3.4 1.3 7.8 -8.8 4.3 1.6 2.8 10.8 0
2020 7.2 16.6 0.9 -10.2 4.9 4.7 1.2 3.8 16.4 -20.2 -9.7 -3.4 6
2021 -8.7 -4.3 5.6 -3 2.2 -2.6 -1 3.4 19.8 5.6 10.5 -13.3 10.6
2022 -10.7 7 10.5 -8.8 0.3 6 -10.7 2.8 -7.4 2 0.7 -1.8 -12.2
2023 -4.5 8.7 -3.1 -3.6 -3 5.9 6.8 -2.3 2.2 -2.9 -2.1 7.5 8.5
2024 -5.2 7.3 4.1 -1.2 0 0 0 0 0 0 0 0 4.6