ClearBridge Value Trust
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1999 | 0 | 4.13 | -9.54 | 19.46 | 0 |
| 2000 | 0.3 | -6.62 | 1.96 | -10.13 | -13.27 |
| 2001 | -4.17 | 332.15 | -20.48 | 10.07 | 260.72 |
| 2002 | -3.48 | -13.39 | -11.22 | 13.62 | -18.31 |
| 2003 | -2.76 | 25.67 | 3.74 | 13.97 | 44.48 |
| 2004 | -1.06 | 4.75 | -5.63 | 15.24 | 12.71 |
| 2005 | -5.79 | 3.69 | 2.16 | 6.23 | 6.01 |
| 2006 | 0.81 | -5.5 | 1.75 | 10.61 | 6.57 |
| 2007 | -1.42 | 6.35 | -2.73 | -10.59 | -6 |
| 2008 | -19.59 | -10.89 | -11.19 | -28.9 | -54.76 |
| 2009 | -11.53 | 29.27 | 19.83 | 3.35 | 41.64 |
| 2010 | 5.41 | -15.94 | 12.26 | 7.88 | 7.31 |
| 2011 | 3.63 | -1.69 | -14.5 | 11.01 | -3.3 |
| 2012 | 14.1 | -7.15 | 6.6 | 2.16 | 15.96 |
| 2013 | 11.58 | 4.19 | 7.72 | 9.93 | 38.13 |
| 2014 | 3.85 | 3.53 | 1.69 | 3.89 | 13.59 |
| 2015 | 0.34 | 0.34 | -11.58 | 8.16 | -3.71 |
| 2016 | -1.05 | 1.31 | 6.49 | 5.29 | 12.41 |
| 2017 | 4.53 | 2.16 | 3.36 | 2.99 | 14.48 |
| 2018 | -3.14 | 4.07 | 4.71 | -15.86 | -12.99 |
| 2019 | 15.58 | 1.18 | 0 | 6.16 | 26.63 |
| 2020 | -30.47 | 22.06 | -1.34 | 26.02 | 5.76 |
| 2021 | 16.93 | 6.03 | -16.57 | 6.65 | 10.05 |
| 2022 | 0.77 | -15.03 | -3.13 | 5.63 | -12.39 |
| 2023 | 2.12 | 6.6 | -1.16 | 1.71 | 8.03 |
| 2024 | -0.59 | 0 | 0 | 15.64 |