ClearBridge Value Trust
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | 0 | 0 | 10.41 | 14.64 | 11.14 | 1.47 | 9.98 | 5.16 | 3.6 | -3.98 | 4.64 | 2.83 | 0 |
| 2010 | -2.85 | 2.26 | 6.12 | 0.05 | -8.88 | -7.75 | 7.85 | -5.3 | 10.02 | 4.26 | -2.03 | 5.65 | 7.5 |
| 2011 | 3.57 | 2.78 | -2.63 | 2.73 | -1.89 | -2.39 | -2.37 | -6.68 | -6.15 | 10.67 | -1.35 | 1.67 | -3.2 |
| 2012 | 5.36 | 4.43 | 3.71 | -2.12 | -7.08 | 2.56 | 0.3 | 3.01 | 2.94 | -1.5 | 1.71 | 2.24 | 16 |
| 2013 | 6.76 | -0.17 | 4.71 | 1.1 | 4.63 | -2.22 | 7.83 | -2.56 | 3.62 | 2.88 | 4.51 | 2.25 | 38.2 |
| 2014 | -3.46 | 5.55 | 1.93 | -0.44 | 1.36 | 2.61 | -0.96 | 4.75 | -1.95 | 2.06 | 2.63 | -0.78 | 13.7 |
| 2015 | -4.33 | 5.92 | -0.92 | 3.04 | -0.26 | -2.35 | 1.38 | -7.8 | -5.42 | 8.52 | 0.96 | -1.28 | -3.6 |
| 2016 | -7.78 | -2.39 | 9.97 | 1.69 | 2.85 | -3.13 | 5.35 | 0.83 | 0.26 | -2.31 | 6.8 | 0.96 | 12.5 |
| 2017 | 1.09 | 3.49 | -0.05 | -0.05 | -1.22 | 3.48 | 2.16 | -1 | 2.23 | -0.3 | 1.97 | 2.05 | 14.6 |
| 2018 | 4.73 | -6.21 | -1.37 | 0.1 | 0.71 | 0.87 | 3.8 | 1.15 | -0.21 | -8.96 | 2.17 | -9.3 | -12.9 |
| 2019 | 10.77 | 2.78 | 1.54 | 4.23 | -8.77 | 7.74 | 1.3 | -3.43 | 3.03 | -0.3 | 4.56 | 1.54 | 26.3 |
| 2020 | 4.88 | 4.67 | 1.16 | 3.73 | 16.35 | -20.25 | -9.75 | -3.37 | -11.01 | 0.9 | 16.58 | 7.18 | 4.9 |
| 2021 | -15.65 | 31.37 | 5.55 | 3.62 | 3.4 | -1.02 | -2.58 | 2.23 | -2.99 | 5.61 | -4.29 | -11.24 | 7.2 |
| 2022 | -1.81 | 0.7 | 1.94 | -7.42 | 2.82 | -10.71 | 5.99 | 0.24 | -8.79 | 10.46 | 6.99 | -11.89 | -13.6 |
| 2023 | 7.46 | -2.08 | -2.91 | 2.17 | -2.27 | 6.8 | 5.82 | -3.06 | -3.63 | -3.12 | 8.64 | -6.78 | 5.7 |
| 2024 | -1.17 | 15.7 |