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ClearBridge Small Cap Value Fund (SBVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.73+0.10 (+0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.52%
5-year average return5.19%
Number of years up16
Number of years down8
Best 1-yr total return (20 Jun 2024)33.37%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return33.37%
Worst 3-yr total return-2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBVLXCategory
YTD-0.66%26.79%
1-month3.24%-1.77%
3-month1.42%4.45%
1-year16.09%71.02%
3-year0.37%9.35%
5-year7.09%12.17%
10-year4.09%9.95%
Last bull market21.91%28.07%
Last bear market-15.53%-24.24%

Annual total return (%) history

Year
SBVLXCategory
2024
N/AN/A
2023
13.71%N/A
2022
-12.75%N/A
2021
30.86%N/A
2020
-5.92%4.02%
2019
27.66%21.43%
2018
-22.06%-15.46%
2017
9.70%8.54%
2016
23.61%25.99%
2015
-10.36%-6.71%
2014
0.90%3.34%
2013
33.37%36.22%
2012
14.29%16.00%
2011
-7.85%-4.45%
2010
23.95%26.17%
2009
31.65%31.32%
2008
-36.54%-32.24%
2007
-3.33%-6.08%
2006
10.43%16.27%
2005
5.71%6.40%
2004
19.84%21.14%
2003
36.40%42.38%
2002
-7.80%-10.12%
2001
12.72%15.92%
2000
32.46%18.64%
1999
N/A6.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.04%N/AN/AN/A
2023-1.11%6.85%-2.55%10.43%
2022-1.35%-15.53%-6.04%11.43%
202120.19%4.04%-2.36%7.18%
2020-40.19%20.10%1.13%29.52%
201915.23%1.75%-1.49%10.54%
2018-5.09%7.34%-1.20%-22.56%
20171.07%0.78%3.83%3.72%
2016-1.39%5.48%7.23%10.82%
20150.59%1.29%-12.54%0.60%
20143.48%0.00%-7.37%5.26%
201312.50%0.20%7.27%10.29%
201211.73%-4.75%3.63%3.62%
20117.79%-2.41%-24.11%15.43%
20107.41%-10.66%11.54%15.80%
2009-15.72%21.01%22.61%5.28%
2008-8.49%-3.25%-0.93%-27.64%
20071.55%7.54%-4.82%-6.99%
20068.10%-2.75%-2.01%7.20%
2005-2.58%1.55%5.08%1.68%
20045.02%3.35%-1.38%11.97%
2003-5.95%18.92%7.54%13.41%
20029.55%-5.16%-15.98%5.63%
2001-2.35%12.29%-13.76%19.19%
20006.54%6.06%8.13%8.41%
199914.98%-9.26%1.24%N/A

Rank in category (by total return)

YTD87
1-month84
3-month81
1-year91
3-year83
5-year97

Load adjusted returns

1-year15.09%
3-year0.37%
5-year7.09%
10-year4.09%