ClearBridge Small Cap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1985 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1986 | 2 | 7.55 | 5.11 | -0.69 | 2.53 | 2.3 | -10.75 | 4.02 | -8.72 | 3.84 | 0 | -0.38 | 5.3 |
| 1987 | 10.66 | 9.54 | 0.55 | -2.58 | -1.36 | 2.52 | -3.65 | 2.63 | -2.64 | -28.39 | -5.06 | 5.99 | -16.7 |
| 1988 | 4.72 | 8.91 | 2.32 | 2.17 | -1.64 | 7.56 | -0.82 | -4.7 | 2.61 | -2.17 | -4.05 | 4.22 | 19.7 |
| 1989 | 7.13 | 1.44 | 4.96 | 5.83 | 6.94 | -1.57 | 6.45 | 3.01 | 4.87 | -5.84 | 0.63 | -4.62 | 32.1 |
| 1990 | -7.85 | 3.34 | 4.62 | -1.69 | 7.94 | 0.97 | -0.58 | -8.27 | -4.15 | -4.74 | 7.55 | 5.06 | 0.4 |
| 1991 | 5.2 | 6.75 | 7.2 | 3.63 | 1.26 | -3.72 | 4.95 | 2.8 | 1.77 | 1.43 | -4.11 | 7.36 | 39.4 |
| 1992 | 3.12 | 3.2 | -2.3 | -1.53 | 0.38 | -4.81 | 3.61 | -3.48 | 0.2 | 7.07 | 7.82 | 1.93 | 15.4 |
| 1993 | 0.45 | -5.04 | 3.5 | 0.28 | 5.01 | 2.57 | 1.52 | 6.23 | 2.86 | 2.17 | -0.92 | 3.68 | 24.1 |
| 1994 | 5.65 | -2.39 | -5.56 | -1.11 | -0.15 | -6.22 | 3.14 | 6.48 | -4.38 | -3.57 | -4.4 | -0.42 | -13.1 |
| 1995 | -0.37 | 4.32 | 0.91 | 1.7 | 1.09 | 4.46 | 6.48 | 4.5 | -2.11 | -6.68 | 3.33 | 3.54 | 22.5 |
| 1996 | 4.34 | 3.24 | 2.12 | 5.82 | 2.83 | -3.04 | -7.79 | 5.05 | 5.74 | -0.92 | 6.86 | 2.26 | 28.7 |
| 1997 | 3.49 | -2.6 | -5.35 | 0.83 | 10.59 | 3.89 | 8.52 | 0.53 | 5.53 | -3.67 | -1.29 | 0.94 | 22.1 |
| 1998 | -2.36 | 10.66 | 3.3 | 1.78 | -5.51 | 2.94 | -1.67 | -25.93 | 9.17 | 7.82 | 16.35 | 11.7 | 23.1 |
| 1999 | 6.43 | -3.99 | 3.44 | 3.84 | 1.61 | 2.57 | -1.03 | -1.91 | -0.27 | 9.43 | 7.53 | 4.23 | 35.8 |
| 2000 | -6.6 | 8.56 | -1.06 | -6.03 | -2.14 | 1.34 | 0.28 | 6.97 | -4.19 | 1.27 | -11.92 | 2.72 | -12 |
| 2001 | 6.95 | -7.08 | -5.63 | 12.91 | 3.78 | -2.5 | -4.41 | -5.56 | -18.35 | 5.03 | 16.36 | 5.87 | 2.2 |
| 2002 | -0.09 | -5.73 | 12.43 | -1.29 | -1.67 | -12.48 | -0.92 | 0.21 | -9.96 | 10.18 | 9.83 | -6.26 | -8.8 |
| 2003 | 1.11 | -4.37 | 2.2 | 9.9 | 13.77 | 3.31 | 2.51 | 5.39 | -1.42 | 8.79 | 2.56 | 1.77 | 54.4 |
| 2004 | 4.05 | -1.34 | 0.85 | -3.84 | 2.26 | 5.19 | -9.31 | -2.48 | 4.61 | -1.26 | 8.87 | 6.27 | 13.2 |
| 2005 | -2.58 | -2.08 | -0.9 | -2.8 | 6.25 | 1.33 | 6.61 | -2.09 | 0.93 | -1.66 | 6.64 | -0.91 | 8.3 |
| 2006 | 5.4 | -2.53 | 4.3 | -0.88 | -6.69 | -2.13 | -4.93 | 3.46 | 3.29 | 4.06 | 3.75 | 1.24 | 7.7 |
| 2007 | 2.65 | 2.63 | -0.46 | 5.95 | 4.23 | -2.05 | -5.61 | -0.25 | 2.34 | -3.47 | -10.01 | 1.52 | -3.6 |
| 2008 | -10.43 | -6.34 | -8.45 | 8.39 | 6.82 | -12.04 | 1.73 | 3.93 | -18.11 | -23.88 | -14.94 | 4.34 | -54.3 |
| 2009 | -2.21 | -12.89 | 14.33 | 19.77 | 9.55 | 1.42 | 12.84 | 10.18 | 5.79 | -8.15 | 8.78 | 4.84 | 78.5 |
| 2010 | -0.9 | 4.02 | 7.4 | 1.19 | -6.74 | -7.87 | 6.09 | -6.33 | 12.61 | 2.37 | -0.34 | 8.31 | 19 |
| 2011 | 1.99 | 2.75 | -0.03 | 3.34 | -1.75 | -4.51 | -5.1 | -11.53 | -11.77 | 12.08 | -2.88 | 0.93 | -17.3 |
| 2012 | 7.37 | 5.16 | 2.81 | -0.43 | -6.9 | 2.26 | -3.44 | 2.45 | 3.62 | -0.98 | 2.02 | 3.78 | 18.2 |
| 2013 | 6.53 | 0.46 | 5 | -0.17 | 4.19 | -1.26 | 4.91 | -3.26 | 3.99 | 3.43 | 3.03 | 4 | 35 |
| 2014 | -3.62 | 5.35 | -0.62 | -1.88 | 1.24 | 4.91 | -5.25 | 4.21 | -4.76 | 4.74 | 0.83 | 2.04 | 6.6 |
| 2015 | -6.1 | 6.56 | 2.22 | -1.97 | 1.8 | 0.72 | -0.4 | -5.36 | -3.55 | 3.71 | 2.75 | -4.81 | -5.2 |
| 2016 | -7.49 | 0 | 8.84 | 3.73 | 2.4 | 0.59 | 4.81 | 1.05 | 0.93 | -3.38 | 10.3 | 3.2 | 26.5 |
| 2017 | 1.54 | 1.65 | -0.37 | 1.47 | -2.01 | 3.82 | 0.46 | -2.86 | 4.97 | 1.46 | 0.32 | 0.24 | 10.9 |
| 2018 | 3.14 | -4.13 | 0 | -0.08 | 5.28 | 0.98 | 1.26 | 4.93 | 1.26 | -9.1 | 1.42 | -13.43 | -9.8 |
| 2019 | 11.69 | 6.03 | -1.48 | 4.27 | -7.66 | 6.4 | -0.84 | -5.54 | 2.4 | 2.12 | 6.78 | -0.52 | 24.3 |
| 2020 | 3.99 | 5.67 | 1.66 | 4.82 | 15.5 | -27.14 | -9.21 | -7.55 | -4.66 | 0.99 | 17.91 | 9.01 | 2.4 |
| 2021 | -14.12 | 7.71 | 2.55 | 23.63 | 1.41 | 1.05 | -4.23 | 1.08 | -2.06 | 4.17 | -4.56 | -12.48 | -0.9 |
| 2022 | -5.85 | 0.71 | 1.16 | -7.33 | 0.61 | -11.3 | 10.61 | -4.24 | -11.94 | 11.82 | 1.92 | -6.54 | -21.2 |
| 2023 | 10.74 | -2.09 | -5.4 | -1.08 | 2.02 | 8.3 | 3.83 | -3.44 | -5.71 | -6.94 | 6.44 | 8.47 | 13.9 |
| 2024 | -3.72 | 5.6 |