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ClearBridge Large Cap Value Fund Class A2 (LIVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.67+0.29 (+0.76%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.06%
5-year average return7.82%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)28.12%
Worst 1-yr total return (3 Feb 2019)-9.14%
Best 3-yr total return28.12%
Worst 3-yr total return5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLIVVXCategory
YTD16.86%4.44%
1-month-0.85%-4.04%
3-month9.31%4.09%
1-year43.08%14.37%
3-year13.10%6.04%
5-year9.64%9.20%
10-year0.00%8.57%
Last bull market26.15%22.97%
Last bear market-16.71%-11.27%

Annual total return (%) history

Year
LIVVXCategory
2021
N/A26.22%
2020
5.53%2.91%
2019
28.12%25.04%
2018
-9.14%-8.53%
2017
14.00%15.94%
2016
12.59%14.81%
2015
-3.18%-4.05%
2014
11.19%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.27%N/AN/AN/A
2020-24.00%14.95%6.52%13.40%
201912.27%5.28%0.90%7.43%
2018-3.17%1.28%4.88%-11.66%
20173.98%2.57%2.17%4.62%
20161.37%1.57%2.08%7.13%
2015-0.49%0.77%-7.74%4.65%
20141.79%4.78%-0.17%4.44%
201310.19%N/AN/AN/A

Rank in category (by total return)

YTD54
1-month51
3-month14
1-year53
3-year22
5-year48

Load adjusted returns

1-year34.88%
3-year12.34%
5-year11.16%
10-year10.57%