Legg Mason

  • ClearBridge Value Trust

ClearBridge Value Trust

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1982 0.3 7.3 11.6 1.4 11.7 0.6 2.5 0 0 0 0 0 0
1983 1.7 5.1 -2 3.5 1.1 -1.3 2 3.1 6.9 5.5 4.8 5.1 41.4
1984 3.4 1.4 1.7 1.1 10.1 -1.7 3.5 -6.9 1.4 2.6 -5.3 -0.9 9.8
1985 2.5 7 3.8 -3.3 0.1 1.2 1.6 1.4 1.2 -1.1 0.4 9.4 26.3
1986 -3.4 -0.7 2.2 -5.9 7.1 -7.6 -0 1.6 -1.8 4.5 8.1 1.9 4.8
1987 2.8 -7.8 -23.8 -2.3 3.3 2.9 4.5 -2 -1.8 0.8 5.4 6.8 -14.5
1988 1.7 -2.1 1.2 4 -2.5 -0.9 6.6 -0.4 1.3 -0.7 6 8.8 24.9
1989 -3.2 1.1 -5.3 0.9 4 5.5 -0.6 2.1 3.4 3.2 -0.9 5.4 15.9
1990 2.7 3.8 -1.5 -10.1 -11 -2.1 0.2 6.3 -3.5 1.7 2.6 -7.4 -18.2
1991 12.1 -4.9 -0.5 1.5 3.3 5.8 -3.9 3.7 1.2 1.6 6 4.9 34
1992 2.6 5.4 1 1.5 -2.9 3.5 -2.9 1.3 1.7 -1.3 2.3 -0.8 11.4
1993 4.9 -1.4 1.7 0 3.3 -0.1 1.7 1.6 -4 3.9 -2.3 1.7 11.3
1994 1.6 -4.1 1.6 -4 6.3 4 -4.7 1.9 1.5 -5.2 -2.4 6 1.4
1995 3.1 4.7 -3 4 1.8 4.7 4.3 5.1 4.6 1.5 3.6 1 41
1996 -1.3 10.3 5.2 6 4.4 -1.6 -0.8 3.3 1.2 1.4 0.9 4.8 38.5
1997 0.7 0.8 -5.1 5.8 -2.9 13.4 3.7 6.4 7 -5.4 1 8.3 37
1998 13 7.4 11.9 6.9 -19.1 2.2 2.4 0.1 2.7 3.1 10.5 3 48
1999 2.7 4.9 10.4 -3.6 -1.4 -5 1.9 -5.8 3.5 11.2 -2.1 9.1 26.6
2000 2.4 -8.9 1.4 -5.9 8.2 -0.1 0.4 -1.5 -2.2 9.7 0.3 -9.2 -7
2001 1.2 8.8 -0.9 -12.7 -6.9 -1.5 -1.2 1.3 7.3 -2.4 -7.4 7.2 -9.3
2002 -7 9.3 11.6 -11.8 5.5 -7.5 -12.2 0.3 -2 6.8 -6.3 -3.8 -18.9
2003 4.9 1.8 6.6 -1.4 3 2 0.6 11.3 12.1 0.4 -3 -0.3 43.5
2004 6.1 7.6 0.8 1.8 0.5 -7.8 3.9 2.2 -1.5 -1.6 -0.7 1.1 12
2005 -0.1 7.4 -1.1 1 -3.2 4.4 1.5 5 -2.9 -2.2 -0.2 -3.6 0
2006 1.3 3 5.3 2.4 4 -4.6 0.6 -4.4 -1.9 1.6 -1.4 0.4 5.9
2007 -2.8 -6.9 0.3 4 0.3 -5.8 -2.9 4.2 5.3 -1 -1.5 0.9 -6.6
2008 7.1 -15.7 -21.4 -11.7 1.4 -1 -14.1 -1.3 4.9 -5.6 -7.6 -7.9 -55
2009 2.8 4.6 -4 3.5 5.1 9.9 1.4 11 14.6 10.4 -12.8 -8.2 40.7
2010 5.6 -2.1 4.2 9.9 -5.4 7.8 -7.8 -9 -0 6.1 2.2 -2.9 6.7
2011 1.6 -1.4 10.6 -6.2 -6.8 -2.5 -2.5 -2 2.7 -2.7 2.7 3.5 0
2012 2.2 1.6 -1.6 2.9 3 0.3 2.5 -7.1 -2.2 3.7 4.4 5.3 15.1
2013 2.2 4.5 2.8 3.5 -2.6 7.8 -2.3 4.6 1.1 4.6 -0.2 6.7 37.1
2014 -0.9 2.6 2 -2 4.7 -1 2.5 1.3 -0.5 1.9 5.5 -3.5 12.8
2015 -1.4 0.9 8.5 -5.5 -7.8 1.3 -2.4 -0.3 3 -1 5.9 -4.4 -4.3
2016 0.9 6.7 -2.4 0.2 0.8 5.3 -3.2 2.8 1.6 9.9 -2.5 -7.8 11.7
2017 2 1.9 -0.4 2.2 -1.1 2.1 3.4 -1.3 -0.1 -0.1 3.4 1 13.8
2018 -9.3 2.1 -9 -0.3 1.1 3.7 0.8 0.7 0 -1.4 -6.3 4.7 -13.5
2019 2.1 4.5 -0.3 3 -3.5 1.2 7.7 -8.8 4.2 1.5 2.7 10.7 26.3
2020 7.1 16.5 0.8 -10.5 4.8 4.6 1.1 3.7 16.3 -20.3 -9.8 -3.4 4.8
2021 -11 -4.4 5.6 -3 2.2 -2.6 -1.1 3.3 3.6 25 10.5 -15.4 6.8
2022 -11.4 6.9 10.4 -8.9 0.2 5.9 -10.8 2.8 -7.5 1.9 0.6 -1.9 -13.7
2023 -6.3 8.6 -3.2 -3.7 -3.1 5.8 6.8 -2.3 2.1 -3 -2.1 7.4 5.5
2024 0 -2.5 7.2 4 -1.2 0 0 0 0 0 0 0 9.2