Legg Mason

  • ClearBridge Value Trust

ClearBridge Value Trust

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2006 1.3 0 0 0 0 0 0 0 0 0 0 0 0
2007 -9.1 -6.9 0.3 4 0.3 -5.8 -4.4 4.2 5.4 -0.9 -1.4 0.9 0
2008 7.1 -15.7 -21.3 -11.7 1.4 -0.9 -19.2 -1.2 5 -5.6 -7.6 -7.9 -57.6
2009 2.2 4.6 -4 3.6 5.2 10 1.4 11.1 14.6 10.3 -12.7 -8.2 0
2010 5.6 -2.1 4.3 10 -5.4 7.8 -7.8 -8.9 0 6.1 2.2 -2.9 7.1
2011 1.6 -1.4 10.7 -6.2 -6.7 -2.4 -2.4 -1.9 2.7 -2.7 2.7 3.6 -3.7
2012 2.2 1.7 -1.5 2.9 3 0.3 2.5 -7.1 -2.2 3.7 4.4 5.3 15.5
2013 2.2 4.5 2.8 3.6 -2.6 7.8 -2.3 4.6 1.1 4.7 -0.2 6.7 37.6
2014 -0.8 2.6 2 -2 4.7 -1 2.6 1.3 -0.5 1.9 5.5 -3.5 13.2
2015 -1.3 0.9 8.5 -5.4 -7.8 1.3 -2.4 -0.3 3 -1 5.9 -4.4 -4
2016 0.9 6.8 -2.3 0.2 0.8 5.3 -3.2 2.8 1.7 9.9 -2.4 -7.8 12.1
2017 2 1.9 -0.3 2.2 -1 2.1 3.5 -1.2 -0.1 -0.1 3.5 1.1 14.2
2018 -9.3 2.1 -9 -0.2 1.1 3.8 0.8 0.7 0.1 -1.4 -6.3 4.7 -13.2
2019 2.1 4.5 -0.3 3 -3.5 1.3 7.7 -8.8 4.2 1.5 2.8 10.7 26.6
2020 7.1 16.5 0.9 -10.1 4.8 4.6 1.1 3.7 16.3 -20.3 -9.8 -3.4 5.5
2021 -8.8 -4.3 5.6 -3 2.2 -2.6 -1 3.4 19.8 5.5 10.5 -13.4 9.8
2022 -10.4 6.9 10.5 -8.8 0.2 6 -10.8 2.8 -7.5 1.9 0.7 -1.8 -12.4
2023 -4.2 8.6 -3.1 -3.7 -3.1 5.8 6.8 -2.3 2.1 -3 -2.1 7.4 8.2
2024 -3.8 7.3 4 -1.2 0 0 0 0 0 0 0 0 6