ClearBridge Large Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -2.66 | -7.6 | 3.98 | 5.17 | 2.73 | 8.15 | 1.71 | 2.33 | 1.97 | 7.82 | -1.55 | 0 |
| 1981 | -13.71 | 2.67 | 4.63 | -0.92 | 1.37 | -1.08 | -0.77 | -5.51 | -3.71 | 5.3 | 3.57 | -1.92 | -11.1 |
| 1982 | -11.76 | -4.13 | 0.21 | 5.12 | -2.94 | -0.82 | 0.49 | 11.78 | 1.81 | 11.56 | 6.43 | 0.36 | 16.9 |
| 1983 | -3.93 | 3.66 | 4.21 | 6.41 | -0.33 | 4.75 | -2.81 | 1.57 | 1.78 | -2.27 | 3.07 | -1.15 | 15.3 |
| 1984 | -17.27 | -4.81 | 1.66 | 0.41 | -5.34 | 2.42 | -1.53 | 11.92 | -2.38 | 1.09 | -2.27 | 2.15 | -15.4 |
| 1985 | -0.84 | 0.92 | -1.94 | -0.64 | 5.37 | 0.73 | 1.22 | -1 | -3.14 | 3.37 | 6.71 | 4.97 | 16.3 |
| 1986 | -9.93 | 6.91 | 4.47 | -0.17 | 4.92 | 1.6 | -5.82 | 6.11 | -7.97 | 4.82 | 2.56 | -15.06 | -10.1 |
| 1987 | 10.59 | 5.33 | 1.19 | -0.97 | -0.35 | 4 | 3.72 | 5.09 | -2.71 | -21.74 | -8.13 | -5.32 | -12.7 |
| 1988 | 3.01 | 4.54 | -3.84 | 0.73 | 1.31 | 4.21 | -1.16 | -1.71 | 3.74 | 1.48 | -0.56 | -2.82 | 8.9 |
| 1989 | 4.69 | -2.27 | 1.63 | 4.09 | 3.9 | -1.15 | 7.39 | 1.32 | -1.35 | -3.09 | 1.94 | -5.84 | 11 |
| 1990 | -6.61 | 1.8 | 1.84 | -2.94 | 8.27 | -1.31 | -1.36 | -8.48 | -4.8 | -1.43 | 5.9 | 0.48 | -9.5 |
| 1991 | 4.61 | 6.31 | 0.68 | 0.08 | 3.97 | -4.53 | 4.01 | 2.79 | -0.65 | 2.09 | -4.34 | 4.78 | 20.9 |
| 1992 | -3.04 | 0.84 | -1.91 | 1.52 | 1.88 | -3.03 | 4.5 | -2.78 | 1.71 | 0.79 | 4.49 | -7.79 | -3.5 |
| 1993 | -1.43 | 1.32 | 3.98 | -1.73 | 3.24 | 1.36 | -0.29 | 3.59 | 0.11 | 0.74 | -0.91 | -10.43 | -1.3 |
| 1994 | 1.92 | -2.2 | -4.95 | 0.34 | 0.47 | -2.43 | 3.81 | 3.68 | -2.26 | 1.39 | -4.51 | -6.25 | -11 |
| 1995 | 0.15 | 4.98 | 2.79 | 1.94 | 3.28 | 2.14 | 4.06 | 0.43 | 3.47 | -2.19 | 6.05 | -4.74 | 24.2 |
| 1996 | 3.01 | 1.75 | 0.11 | 0.86 | 2.34 | 0.39 | -3.07 | 4.49 | 4.68 | 2.89 | 6.6 | -0.21 | 26.2 |
| 1997 | 4.01 | 0.87 | -3.87 | 3.36 | 6.07 | 4.07 | 7.74 | -3.43 | 4.4 | -3.85 | 1.84 | 3.17 | 26.3 |
| 1998 | -0.19 | 7.59 | 4.23 | 0.4 | -2.2 | 2.16 | -1.22 | -15.69 | 5.15 | 6.12 | 4.89 | 5.58 | 15.5 |
| 1999 | 1 | -3.82 | 4.48 | 7.17 | 0.67 | 5.28 | -2.63 | -4.59 | -3.37 | 2.7 | 3.1 | 2.12 | 11.9 |
| 2000 | -2.8 | -2.78 | 10.86 | -0.97 | 4.13 | 1.06 | -1.16 | 6.61 | -1.25 | 3.66 | -6.63 | 4.71 | 15.1 |
| 2001 | 7.12 | -5.73 | -4.15 | 5.83 | 0.59 | -3.41 | 1.01 | -5.16 | -9.06 | 1.05 | 7.44 | 1.84 | -4.2 |
| 2002 | -1.22 | -2.99 | 5.21 | -3.36 | -0.33 | -9.6 | -8.52 | 1.06 | -13.64 | 8.97 | 11.23 | -7.68 | -21.6 |
| 2003 | -1.64 | -2.77 | -0.06 | 8.03 | 8.89 | 1.9 | 0.84 | 2.14 | -1.29 | 5.63 | 1.4 | 5.8 | 32 |
| 2004 | 3.73 | 2.23 | -3.02 | -2.66 | 0.84 | 2.59 | -3.22 | 0.79 | 0.71 | 1.25 | 4.95 | 2.53 | 10.9 |
| 2005 | -2.34 | 2.15 | -1.73 | -2.59 | 2.97 | 1.59 | 2.7 | 0.05 | 1.12 | -1.44 | 2.53 | 1.28 | 6.2 |
| 2006 | 2.89 | 0.48 | 1.58 | 2.15 | -2.34 | 0.11 | 1.61 | 0.6 | 2.55 | 3.44 | 1.4 | 2.33 | 18 |
| 2007 | 1.33 | -1.22 | 0.72 | 4 | 3.58 | -1.64 | -3.84 | 0.73 | 3.46 | 1.18 | -2.93 | -1.33 | 3.7 |
| 2008 | -4.74 | -4.34 | -1.7 | 4.85 | 2.36 | -9.54 | -1.4 | 1.92 | -7.42 | -13.13 | -7.91 | 0.08 | -35.2 |
| 2009 | -9.61 | -9.29 | 7.36 | 7.8 | 8.44 | -0.7 | 6.99 | 4.15 | 3.37 | -1.44 | 5.52 | 1.34 | 24.1 |
| 2010 | -2.76 | 2.06 | 4.76 | 0.78 | -8.42 | -4.66 | 7.34 | -4.39 | 7.12 | 2.85 | -0.86 | 7.02 | 9.8 |
| 2011 | 2.8 | 4.53 | 0.11 | 2.83 | 0.21 | -1.71 | -3.35 | -5.97 | -6.86 | 11.02 | -0.35 | 2.69 | 4.8 |
| 2012 | 2.72 | 4.86 | 3.29 | -0.05 | -6.25 | 5.15 | 1.15 | 1.81 | 2.52 | -0.45 | 0.35 | 0.84 | 16.6 |
| 2013 | 5.4 | 1.13 | 3.8 | 1.93 | 2.07 | 0.13 | 4.34 | -3.08 | 2.74 | 3.69 | 3.56 | 2.77 | 32.2 |
| 2014 | -4.69 | 4.68 | 2.17 | 0.34 | 1.76 | 2.76 | -1.26 | 3.06 | -1.76 | 1.99 | 2.87 | -0.33 | 11.8 |
| 2015 | -4.51 | 6.15 | -1.7 | 1.26 | 1.42 | -1.76 | 1.26 | -5.72 | -3.23 | 7.11 | 0.07 | -2.23 | -2.7 |
| 2016 | -5.19 | 0.2 | 6.8 | 2.68 | -0.57 | -1.98 | 4.05 | 0.21 | -0.37 | -0.68 | 6.12 | 1.75 | 13.1 |
| 2017 | 1.68 | 2.97 | -0.6 | 0.23 | 0.19 | 2.25 | 1.65 | -1.84 | 2.5 | 0.28 | 2.85 | 1.54 | 14.4 |
| 2018 | 5.31 | -5.01 | -3.08 | 0 | -0.31 | 1.71 | 3.53 | 1.02 | 0.4 | -4.94 | 3.58 | -10.23 | -8.8 |
| 2019 | 8 | 3.82 | -0.25 | 4.07 | -4.74 | 5.81 | 1.12 | -2.1 | 1.59 | 1.36 | 3.93 | -3.03 | 20.5 |
| 2020 | 4.76 | 4.53 | 0.33 | 3.62 | 10.27 | -15.25 | -8.62 | -2.39 | -9.71 | -2.21 | 13.25 | -2.16 | -2.3 |
| 2021 | -2.54 | 5.37 | 6.46 | 10.47 | 2.6 | -0.58 | 0.98 | 2.22 | -4 | 5.52 | -3.55 | 1.25 | 19.6 |
| 2022 | -2.1 | -1.73 | 2.05 | -6.74 | 2.4 | -8.92 | 6.27 | -1.5 | -9.33 | 12.22 | 5.86 | -4.3 | -7.9 |
| 2023 | 3.35 | -2.81 | -0.49 | 1.62 | -3.02 | 6.63 | 3.76 | -1.99 | -3.6 | -0.99 | 7.34 | 1.75 | 11.4 |
| 2024 | -0.49 | 8.6 |