ClearBridge Value Trust
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1994 | 0 | -100 | -100 | 1.6 | 0 |
| 1995 | 6.4 | 10.77 | 11.08 | 3.38 | 34.64 |
| 1996 | 7.42 | -0.2 | 8.15 | 11.53 | 33.05 |
| 1997 | 3.69 | 16.53 | 16.59 | -7.64 | 30.11 |
| 1998 | 17.47 | 3.5 | -11.47 | 35.12 | 45.45 |
| 1999 | 18.99 | -3.8 | -9.46 | 19.22 | 23.56 |
| 2000 | 0.22 | -11.65 | 2.03 | -17.82 | -24.98 |
| 2001 | -2.83 | 9.45 | -20.45 | 10.2 | -8.79 |
| 2002 | -3.42 | -13.31 | -11.13 | 13.68 | -18.06 |
| 2003 | -2.67 | 25.8 | 3.8 | 14.08 | 44.98 |
| 2004 | -0.99 | 4.85 | -5.56 | 15.34 | 13.09 |
| 2005 | -5.72 | 3.77 | 2.26 | 6.31 | 6.36 |
| 2006 | 0.89 | -5.43 | 1.83 | 10.69 | 6.92 |
| 2007 | -1.34 | 6.42 | -2.64 | -10.52 | -5.69 |
| 2008 | -19.51 | -10.84 | -11.1 | -28.83 | -54.6 |
| 2009 | -11.5 | 29.4 | 19.85 | 3.44 | 41.97 |
| 2010 | 5.51 | -15.89 | 12.39 | 7.99 | 7.71 |
| 2011 | 3.69 | -1.55 | -14.43 | 11.04 | -3 |
| 2012 | 14.16 | -7.09 | 6.66 | 2.23 | 16.24 |
| 2013 | 11.64 | 4.25 | 7.75 | 10.01 | 38.44 |
| 2014 | 3.93 | 3.6 | 1.77 | 3.97 | 13.92 |
| 2015 | 0.46 | 0.4 | -11.54 | 8.22 | -3.45 |
| 2016 | -0.96 | 1.39 | 6.58 | 5.4 | 12.8 |
| 2017 | 4.62 | 2.22 | 3.45 | 3.05 | 14.84 |
| 2018 | -3.05 | 4.16 | 4.79 | -15.8 | -12.7 |
| 2019 | 15.68 | 1.27 | 0.08 | 5.88 | 26.61 |
| 2020 | -30.41 | 22.19 | -1.41 | 26.11 | 5.97 |
| 2021 | 1.23 | 22.69 | -16.38 | 6.76 | 10.61 |
| 2022 | 0.86 | -14.96 | -3.03 | 5.61 | -12.17 |
| 2023 | 2.23 | 6.7 | -1.07 | 1.86 | 8.51 |
| 2024 | 10.41 | -1.74 | 0 | 16 |