ClearBridge Value Trust
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1982 | 0 | 2.5 | 13.95 | 20.07 | 0 |
| 1983 | 16.18 | 12.44 | 3.36 | 4.73 | 41.42 |
| 1984 | -3.64 | -2.32 | 9.45 | 6.55 | 9.78 |
| 1985 | 8.67 | 3.95 | -2.51 | 13.73 | 26.25 |
| 1986 | 15.14 | -0.26 | -6.9 | -2 | 4.79 |
| 1987 | 13.37 | 0.61 | 3.8 | -27.8 | -14.51 |
| 1988 | 14.53 | 7.57 | 0.48 | 0.86 | 24.86 |
| 1989 | 7.8 | 4.82 | 10.66 | -7.78 | 15.85 |
| 1990 | -3.37 | 3.35 | -21.93 | 2.39 | -18.19 |
| 1991 | 13.01 | 1.25 | 10.94 | 6.01 | 33.97 |
| 1992 | 0.26 | -0.07 | 1.98 | 9.07 | 11.44 |
| 1993 | 3.25 | -0.78 | 3.19 | 5.25 | 11.26 |
| 1994 | -1.96 | -1.52 | 6.11 | -1.04 | 1.39 |
| 1995 | 6.15 | 14.64 | 10.74 | 5.14 | 40.99 |
| 1996 | 7.15 | 1.99 | 7.89 | 14.58 | 38.5 |
| 1997 | 3.4 | 18.05 | 16.49 | -3.67 | 36.96 |
| 1998 | 17.2 | 5.25 | -11.64 | 35.83 | 48.05 |
| 1999 | 18.69 | -0.64 | -9.7 | 18.91 | 26.63 |
| 2000 | -0.01 | -3.33 | 1.78 | -6.45 | -7 |
| 2001 | -3.08 | 9.18 | -20.3 | 9.95 | -9.29 |
| 2002 | -3.66 | -13.53 | -11.39 | 13.38 | -18.92 |
| 2003 | -2.91 | 25.48 | 3.54 | 13.79 | 43.53 |
| 2004 | -1.22 | 4.59 | -5.76 | 15.04 | 12.01 |
| 2005 | -5.95 | 3.52 | 2 | 6.05 | 5.32 |
| 2006 | 0.64 | -5.67 | 1.58 | 10.43 | 5.85 |
| 2007 | -1.58 | 6.19 | -2.88 | -10.73 | -6.61 |
| 2008 | -19.72 | -11.04 | -11.32 | -29.01 | -55.04 |
| 2009 | -11.67 | 29.04 | 19.61 | 3.17 | 40.65 |
| 2010 | 5.24 | -16.09 | 12.12 | 7.73 | 6.67 |
| 2011 | 3.45 | -1.79 | -14.69 | 10.77 | -4 |
| 2012 | 13.91 | -7.31 | 6.41 | 1.95 | 15.09 |
| 2013 | 11.39 | 4.01 | 7.48 | 9.77 | 37.15 |
| 2014 | 3.67 | 3.36 | 1.52 | 3.73 | 12.83 |
| 2015 | 0.23 | 0.17 | -11.74 | 7.95 | -4.34 |
| 2016 | -1.19 | 1.14 | 6.32 | 5.14 | 11.72 |
| 2017 | 4.37 | 1.99 | 3.19 | 2.82 | 13.76 |
| 2018 | -3.26 | 3.92 | 4.54 | -15.99 | -13.5 |
| 2019 | 15.41 | 1.04 | -0.12 | 6.28 | 26.25 |
| 2020 | -30.58 | 21.89 | -1.91 | 25.84 | 4.75 |
| 2021 | 16.75 | 5.87 | -18.59 | 6.49 | 6.85 |
| 2022 | 0.62 | -15.16 | -3.28 | 4.55 | -13.67 |
| 2023 | 1.98 | 6.46 | -1.31 | -0.24 | 5.51 |
| 2024 | 10.14 | -4.42 | 0 | 14.96 |