Legg Mason

  • ClearBridge Value Trust

ClearBridge Value Trust

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 3.3 5 10.2 -3.6 -1.4 -4.9 0 0 0 0 0 0 0
2000 -1.6 -8.9 1.4 -5.8 8.3 -0.1 0.5 -5.1 -2 9.4 0.4 -8.7 -13.3
2001 1.2 8.8 -0.9 -12.7 -6.9 -1.9 -1.2 1.4 331.4 -3.6 -7.3 7.3 260.7
2002 -7 9.4 11.7 -11.8 5.6 -7.5 -12.2 0.4 -1.9 6.9 -6.2 -3.7 -18.3
2003 4.9 1.9 6.6 -1.4 3.1 2.1 0.6 11.4 12.1 0.5 -3 -0.2 44.5
2004 6.2 7.7 0.8 1.8 0.5 -7.8 3.9 2.3 -1.4 -1.5 -0.7 1.2 12.7
2005 -0.1 7.4 -1.1 1 -3.2 4.5 1.6 5.1 -2.8 -2.1 -0.2 -3.5 6
2006 1.3 3 5.4 2.4 4 -4.5 0.7 -4.4 -1.9 1.7 -1.3 0.5 6.6
2007 -2.7 -6.9 0.3 4 0.3 -5.8 -2.9 4.2 5.4 -0.9 -1.4 0.9 -6
2008 7.1 -15.7 -21.3 -11.7 1.5 -0.9 -14.1 -1.2 5 -5.6 -7.6 -7.9 -54.8
2009 2.8 4.7 -4 3.6 5.2 10 1.5 11.1 14.7 10.4 -12.8 -8.1 41.6
2010 5.6 -2 4.3 10 -5.4 7.8 -7.8 -8.9 0.1 6.1 2.3 -2.9 7.3
2011 1.7 -1.4 10.7 -6.1 -6.7 -2.4 -2.4 -1.9 2.7 -2.6 2.8 3.6 -3.3
2012 2.2 1.7 -1.5 2.9 3 0.3 2.6 -7.1 -2.1 3.7 4.4 5.4 16
2013 2.3 4.5 2.9 3.6 -2.6 7.8 -2.2 4.6 1.1 4.7 -0.2 6.8 38.1
2014 -0.8 2.6 2.1 -2 4.7 -1 2.6 1.4 -0.5 1.9 5.5 -3.5 13.6
2015 -1.3 1 8.5 -5.4 -7.8 1.4 -2.4 -0.3 3 -0.9 5.9 -4.4 -3.7
2016 1 6.8 -2.3 0.3 0.8 5.3 -3.1 2.8 1.7 10 -2.4 -7.8 12.4
2017 2 2 -0.3 2.2 -1 2.2 3.5 -1.2 -0.1 -0.1 3.5 1.1 14.5
2018 -9.3 2.2 -9 -0.2 1.1 3.8 0.9 0.7 0.1 -1.4 -6.2 4.7 0
2019 1.9 4.5 -0.3 3 -3.4 1.3 7.7 -8.8 4.2 1.5 2.8 10.8 26.6
2020 7.2 16.6 0.9 -10.1 4.9 4.7 1.2 3.7 16.3 -20.3 -9.8 -3.4 5.8
2021 -8.8 -4.3 5.6 -3 2.2 -2.6 -1 3.4 3.6 5.6 27.9 -13.4 10.1
2022 -10.6 7 10.5 -8.8 0.2 6 -10.7 2.8 -7.4 1.9 0.7 -1.8 -12.4
2023 -4.6 8.6 -3.1 -3.6 -3.1 5.8 6.8 -2.3 2.2 -2.9 -2.1 7.5 8
2024 -3.8 7.3 4 -1.2 0 0 0 0 0 0 0 0 6.1