Legg Mason

  • ClearBridge Appreciation Fund

ClearBridge Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1973 2.7 -10.8 0.6 6.5 0 4.7 2.1 0 0 0 0 0 0
1974 -2.6 -3.4 15.5 -9.7 -8.8 -5.3 -2.9 -4.2 -4.7 -4.5 2.6 2.2 -24.7
1975 -1.6 1.6 1.6 -1.6 -0.8 -6.6 4.6 3.2 2.4 4.2 4.4 6.8 19.1
1976 5.7 2.9 -4.9 2.1 -3.5 -4 7.9 0 -0.7 0 0.7 14.1 20.6
1977 2.1 6.9 -3.7 0.7 -2.9 -2.8 5.9 -0.7 0.7 -2.9 -1.4 -4.3 -2.9
1978 3.7 8.6 -14.2 -2.2 4.7 8.2 -0.6 6 9.4 4.6 0.8 -6.9 20.8
1979 6.1 11.7 -6.8 1.4 7.4 0 11.6 -0.6 2.3 9.9 -6.9 3.9 45
1980 -1.8 8.1 1.3 4.5 2.5 7.2 3.1 3.6 5.5 -11.3 0.8 9.2 35.8
1981 -1.2 3.1 5.7 -2.9 -4.3 -1.2 -0.6 0.9 -0.9 4.1 2.6 -2.8 2
1982 2.1 3.6 9.9 1.8 8.7 0 1 -3.6 4.1 0.3 -3.6 -1.8 23.9
1983 -1.1 3.9 -1.3 1.8 0.2 -2.7 3.7 0.2 6.4 4.4 3.7 -1 19.3
1984 2.3 -0.5 0.5 -1.1 10.3 -1.7 3.3 -4.8 0.2 2.5 -5.2 -4.8 -0.1
1985 4.3 6.7 4.2 -2.3 0.2 -0.2 3 6.2 -0.4 0.6 1.1 5.3 32
1986 -5.8 1.6 6.4 -7.6 4.2 -5.1 2.9 6.1 -1.2 5 7.6 -0.9 12.4
1987 3.4 -7.4 -18.9 -2 3.6 5.3 4.6 0.8 -0.9 1.5 5.2 11.3 0
1988 -0.1 -1.5 2.4 3.8 -3.1 0 3.9 0.2 1.3 -2.9 4.5 2.6 11.3
1989 -0.7 2.5 -2.5 -0.2 2.5 8.2 -1.3 4.1 5.1 2.2 -1.9 6.4 26.4
1990 1.4 5.1 -0.3 -4.1 -7.6 0.2 -0.1 8.4 -1.3 2.5 1.5 -6 -1.3
1991 9.4 -4.2 2.6 -1.5 2.2 4.5 -4.3 4.2 -0.2 1.3 6 4.6 26.2
1992 0.5 2.5 1.2 1.2 -1.4 3.6 -1.9 0.7 2.2 -2.3 1 -1.8 5.4
1993 -1.7 -0.4 1.9 -0.4 3 -0.3 -0.6 2.1 -2.1 1.8 0.4 0.9 4.7
1994 -4.4 -3.5 1.5 -2.7 2.5 2.3 -2.2 2.4 0.7 -3.6 -2.2 3.1 -6.3
1995 1.4 -3.2 -1.7 2.7 0.3 2.3 1.5 3.4 2.6 2.3 4.2 2.1 19.2
1996 -1.7 6.4 2.1 5.1 2.3 -3.8 0.3 1.7 1.5 0.7 1.1 2.5 19.3
1997 1.7 3.5 -2.8 4.7 -4.1 5.5 3.7 4.6 4.4 -3.1 0.7 5.7 26.6
1998 4.2 5.2 7.6 5 -11.8 -2.2 1.9 -1.2 1.6 3.4 5.9 0.7 20.5
1999 4.1 0.7 4.5 -3.4 -0.3 -1.7 3.7 -2.4 5.2 3.9 -1.3 1.6 15.1
2000 2.7 -4.1 2 -2.4 3.4 -1.1 0.4 -0.9 -0.7 9.3 -3.8 -3.4 0.7
2001 1.6 5.9 2.2 -6.6 -4.6 -1.8 -1.8 1.4 7.5 -5.4 -4.1 3.2 0
2002 -4.6 5.3 5.8 -8.3 0.4 -5.8 -5.5 -0.4 -3.5 2.1 0.6 -2.6 -16.1
2003 4.7 1.5 4.2 -0.6 2 1 0.5 4.2 7.2 1.4 -1 -1.6 25.6
2004 3.2 3.8 1 0.6 0.4 -2.8 2 0.7 -1.4 -1.4 1.9 1.5 9.5
2005 -0.6 3.2 -1 0.9 -0.3 3.2 -0.4 2.3 -2.4 -1.2 1.8 -1.2 0
2006 1.1 1.6 3.7 2.2 2.9 -1.2 0 -1.4 0.7 2.5 -0.1 1.8 14.6
2007 -0.3 -2.9 2.5 3.3 1.8 -2 -1.3 3.5 4 0.9 -1.9 0.5 8.1
2008 0.7 -5.5 -13.5 -7.6 1.3 -2 -7 2.3 3.7 0.2 -0.8 -4.4 -29.1
2009 1.6 5.4 -1.9 3.3 2.5 6.5 -0.2 5 8.6 6.4 -9.1 -6.9 21.4
2010 5.6 -0.5 3.9 7.7 -4 6 -3.8 -7.6 1.1 4.5 2.7 -2.6 12.5
2011 1.4 0 10 -5.9 -5.5 -2.1 -1.8 -0.9 2.9 0 3.2 1.8 2.1
2012 0.3 0.3 -1.7 2.9 1.7 1.8 4.5 -5 -0.2 2.8 4.1 3.6 15.5
2013 2.4 3.2 3.8 3 -3 4.8 -1.1 1.4 2 3.4 1.8 4.7 29.2
2014 -0.2 2.6 2.2 -1.4 4 -1.6 1.7 1.9 0.4 0.6 4.2 -3.7 10.7
2015 -1.4 0.3 8.4 -2.2 -6.2 2.4 -1.7 0.9 0.8 -1.4 6 -3.6 1.4
2016 2.1 3.5 -2.4 -0.6 -0.3 2.5 0.6 1.5 0.2 6.1 -0.7 -3.4 9.1
2017 0.9 3.3 2.2 1.4 0.5 1.8 0.4 0.9 1.4 0.2 3.7 1.3 19.5
2018 -8.6 2.8 -4.8 0.6 3 4.7 0.6 1.8 0.5 -2.7 -4.6 5.5 -2.2
2019 -4.5 3.5 1.7 1.4 -1 1.5 6.2 -4.7 4.6 2.3 3.1 5.8 20.9
2020 3 10.7 -2.7 -7.4 7.6 5.5 1.4 4.1 11.3 -11.7 -8.5 -0.7 9.9
2021 -2.1 -2.1 7.1 -4.9 2.2 2.4 1.4 1 12.6 5.1 1.7 -8.2 15.7
2022 -12 5.6 8.6 -8.4 -3.3 7.6 -7.1 1 -7 3.4 -3.3 -4.1 -19.5
2023 -1.4 7 -0.5 -4.7 -0.5 1.9 6.4 -0.8 2.7 3.9 -3 3.4 14.6
2024 -3.7 3 4.8 3.1 0 0 0 0 0 0 0 0 10.4