ClearBridge Small Cap Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1994 0 0 0 0 0 0 0 0 0 0 0 0.63 0
1995 -0.32 4.42 1.01 1.8 0.54 4.83 6.28 4.64 -2.01 -6.62 3.43 2.19 21.3
1996 4.41 3.34 2.14 5.98 -0.64 -2.93 -7.71 5.12 5.87 -0.87 6.96 0.57 23.4
1997 3.57 -2.53 -5.26 0.96 5.75 3.98 8.59 0.61 5.64 -3.58 -1.2 0.48 17.3
1998 -2.26 10.73 3.4 1.89 -5.42 -4.56 -2.87 -24.85 9.15 7.87 16.5 11.73 15.1
1999 6.52 -3.88 3.5 3.93 1.71 -13.79 -0.92 -1.86 -0.17 9.53 4.31 4.33 11.7
2000 -6.52 8.65 -0.99 -5.94 -2.06 -2.35 0.34 7.07 -4.08 1.33 -11.83 2.81 -14.4
2001 7.06 -7.03 -5.53 13.01 3.84 -4.86 -4.3 -5.5 -18.25 5.11 16.44 5.99 0.7
2002 0 -5.65 12.5 -1.2 -1.58 -15.35 -0.81 0.28 -9.88 10.31 9.91 -6.16 -10.9
2003 1.16 -4.28 2.3 10.01 13.86 3.37 2.62 5.47 -1.34 8.91 2.62 -0.62 52.1
2004 4.13 -1.25 0.96 -3.77 2.33 4.28 -9.22 -2.38 4.69 -1.18 8.97 0.06 6.6
2005 -2.48 -1.99 -0.83 -2.7 6.35 -0.06 6.7 -2 1.01 -1.58 6.76 -9.36 -1.4
2006 5.52 -2.46 4.4 -0.8 -6.61 -9.11 -4.83 3.52 3.38 4.14 3.86 -8.27 -8.6
2007 2.73 2.7 -0.38 6.04 4.33 -5.42 -5.54 -0.16 2.44 -3.38 -9.92 -5.83 -12.9
2008 -10.31 -6.26 -8.38 8.5 6.91 -11.97 1.8 4.04 -18.04 -23.77 -14.92 4.44 -53.8
2009 -2.07 -12.86 14.46 19.85 9.65 1.49 12.93 10.29 5.85 -8.03 8.86 4.82 80.3
2010 -0.83 4.09 7.52 1.27 -6.65 -7.78 6.15 -6.22 12.69 2.46 -0.23 8.4 20.3
2011 2.08 2.81 0.07 3.46 -1.67 -4.43 -5.04 -11.42 -11.69 12.14 -2.76 1.01 -16.5
2012 7.44 5.25 2.91 -0.34 -6.84 2.37 -3.36 2.55 3.7 -0.89 2.11 3.85 19.5
2013 6.63 0.53 5.1 -0.11 4.27 -1.18 5.01 -3.18 4.06 3.52 3.1 4.12 36.3
2014 -3.54 5.44 -0.55 -1.79 1.33 4.98 -5.16 4.29 -4.71 4.84 0.9 2.29 7.8
2015 -6.05 6.64 2.33 -1.89 1.91 0.8 -0.32 -5.29 -3.48 3.8 2.85 -4.71 -4.2
2016 -7.4 0.05 8.96 3.82 2.49 0.66 4.92 1.15 1 -3.32 10.4 3.27 27.7
2017 1.65 1.71 -0.27 1.53 -1.91 3.9 0.55 -2.78 5.05 1.54 0.41 0.34 12.1
2018 3.22 -4.06 0.08 0.02 5.38 1.05 1.34 5.02 1.34 -9.03 1.48 -13.33 -8.9
2019 11.76 6.13 -1.4 4.36 -7.58 6.47 -0.76 -5.47 2.44 2.18 6.85 0.94 27.2
2020 4.08 5.77 1.73 4.95 15.56 -27.08 -9.12 -7.49 -4.94 1.04 18.02 9.12 3
2021 -7.3 7.8 12.94 4.23 1.49 1.13 -4.14 1.17 -1.98 4.26 -4.5 -5.4 8.1
2022 -5.77 0.79 1.24 -7.23 0.68 -11.24 10.69 -4.14 -11.87 11.91 2.03 -6.62 -20.5
2023 10.85 -2.01 -5.34 -0.99 2.11 8.37 3.92 -3.37 -5.61 -6.85 6.51 9.02 15.5
2024 -3.63 6.5