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ClearBridge Large Cap Value IS (LMLSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.89-0.09 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.88%
5-year average return10.21%
Number of years up7
Number of years down3
Best 1-yr total return (27 Jun 2024)28.70%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.70%
Worst 3-yr total return5.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMLSXCategory
YTD4.47%4.44%
1-month2.20%-4.04%
3-month1.86%4.09%
1-year21.60%14.37%
3-year6.24%6.04%
5-year11.69%9.20%
10-year9.14%8.57%
Last bull market19.53%22.97%
Last bear market-12.75%-11.27%

Annual total return (%) history

Year
LMLSXCategory
2024
N/AN/A
2023
15.09%11.63%
2022
-6.34%-5.90%
2021
26.01%26.22%
2020
6.05%2.91%
2019
28.70%25.04%
2018
-8.69%-8.53%
2017
14.51%15.94%
2016
13.19%14.81%
2015
-2.65%-4.05%
2014
11.82%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.09%N/AN/AN/A
20230.31%5.44%-1.54%10.51%
2022-1.53%-12.75%-4.63%14.31%
20219.37%7.58%-0.60%7.74%
2020-23.92%15.11%6.66%13.54%
201912.42%5.37%1.04%7.52%
2018-3.04%1.40%5.01%-11.56%
20174.08%2.69%2.29%4.74%
20161.48%1.70%2.25%7.26%
2015-0.39%0.91%-7.58%4.80%
20141.92%4.95%-0.04%4.57%

Rank in category (by total return)

YTD90
1-month83
3-month90
1-year58
3-year51
5-year44

Load adjusted returns

1-year21.60%
3-year6.24%
5-year11.69%
10-year9.14%