Singapore markets closed

ClearBridge Value C (LMVTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
95.48+0.02 (+0.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.56%
5-year average return12.45%
Number of years up30
Number of years down11
Best 1-yr total return (27 Jun 2024)40.64%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return40.64%
Worst 3-yr total return3.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMVTXCategory
YTD10.07%4.44%
1-month4.21%-4.04%
3-month7.16%4.09%
1-year28.28%14.37%
3-year7.27%6.04%
5-year14.44%9.20%
10-year9.34%8.57%
Last bull market25.85%22.97%
Last bear market-15.16%-11.27%

Annual total return (%) history

Year
LMVTXCategory
2024
N/AN/A
2023
18.52%11.63%
2022
-7.06%-5.90%
2021
27.18%26.22%
2020
10.51%2.91%
2019
26.25%25.04%
2018
-13.50%-8.53%
2017
13.76%15.94%
2016
11.72%14.81%
2015
-4.34%-4.05%
2014
12.83%10.21%
2013
37.15%31.21%
2012
15.09%14.57%
2011
-4.00%-0.75%
2010
6.67%13.66%
2009
40.64%24.13%
2008
-55.05%-37.09%
2007
-6.66%1.42%
2006
5.85%18.15%
2005
5.32%5.95%
2004
11.96%12.97%
2003
43.53%28.44%
2002
-18.92%-18.69%
2001
-9.29%-4.99%
2000
-7.14%7.87%
1999
26.71%6.72%
1998
48.04%12.00%
1997
37.05%26.61%
1996
38.43%20.08%
1995
40.76%32.39%
1994
1.39%-0.70%
1993
11.26%N/A
1992
11.44%N/A
1991
34.73%N/A
1990
-16.95%N/A
1989
20.19%N/A
1988
25.76%N/A
1987
-7.37%N/A
1986
9.45%N/A
1985
31.89%N/A
1984
12.78%N/A
1983
42.70%N/A
1982
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.14%N/AN/AN/A
20231.98%6.46%-1.31%10.63%
20220.62%-15.16%-3.28%12.56%
202116.75%5.87%-3.56%6.69%
2020-30.58%21.89%3.89%25.71%
201915.41%2.26%0.66%6.28%
2018-3.26%1.50%4.60%-15.77%
20174.37%1.99%3.19%3.56%
2016-1.19%1.14%6.32%5.14%
20150.23%0.17%-11.74%7.95%
20143.67%3.36%1.52%3.73%
201311.39%3.24%8.64%9.77%
201213.91%-6.89%6.19%2.19%
20113.45%-1.79%-14.69%10.77%
20105.24%-16.09%12.12%7.73%
2009-11.67%29.04%19.61%3.17%
2008-19.72%-11.07%-11.36%-28.97%
2007-1.58%6.49%-1.80%-9.31%
20060.64%-5.67%1.58%9.77%
2005-5.95%3.52%2.00%6.05%
2004-1.22%4.59%-5.80%15.04%
2003-2.91%25.48%3.54%13.79%
2002-3.66%-13.73%-13.96%13.38%
2001-3.08%7.33%-20.01%9.02%
2000-0.01%-3.31%1.78%-5.63%
199918.69%-0.58%-9.70%18.91%
199817.20%5.23%-11.64%35.86%
19973.39%18.05%16.49%-3.62%
19967.15%3.64%8.83%14.54%
19956.14%14.47%10.74%4.61%
1994-1.96%-1.52%6.11%-1.04%
19933.25%-0.78%3.19%5.25%
19920.26%-0.07%1.98%9.07%
199113.01%0.85%11.51%6.01%
1990-3.34%3.28%-21.31%5.71%
19897.84%6.13%11.03%-5.42%
198814.53%7.72%0.66%1.26%
198715.85%2.18%4.01%-24.77%
198615.38%2.07%-6.84%-0.24%
19858.88%8.35%-1.89%13.95%
1984-3.40%-0.42%9.77%6.81%
198316.39%12.80%3.53%4.98%
198213.95%20.64%N/AN/A

Rank in category (by total return)

YTD16
1-month12
3-month5
1-year13
3-year33
5-year9

Load adjusted returns

1-year27.33%
3-year7.27%
5-year14.44%
10-year9.34%