ClearBridge Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1973 | 0 | 0 | 0 | 0 | 0 | 2.07 | 4.73 | 0 | 6.45 | 0.61 | -10.84 | 2.7 | 0 |
| 1974 | 2.23 | 2.63 | -4.49 | -4.7 | -4.23 | -2.94 | -5.3 | -8.8 | -9.65 | 15.53 | -3.36 | -2.61 | -24.7 |
| 1975 | 6.83 | 4.42 | 4.24 | 2.44 | 3.17 | 4.62 | -6.62 | -0.79 | -1.59 | 1.61 | 1.59 | -1.56 | 19.1 |
| 1976 | 14.07 | 0.71 | 0 | -0.71 | 0 | 7.86 | -3.97 | -3.45 | 2.14 | -4.9 | 2.94 | 5.71 | 20.6 |
| 1977 | -4.25 | -1.42 | -2.88 | 0.74 | -0.74 | 5.93 | -2.8 | -2.88 | 0.74 | -3.68 | 6.87 | 2.14 | -2.9 |
| 1978 | -6.9 | 0.76 | 4.55 | 9.42 | 5.96 | -0.62 | 8.18 | 4.65 | -2.22 | -14.2 | 8.61 | 3.66 | 20.8 |
| 1979 | 3.85 | -6.9 | 9.88 | 2.25 | -0.55 | 11.6 | 0 | 7.43 | 1.38 | -6.82 | 11.71 | 6.11 | 45 |
| 1980 | 9.18 | 0.76 | -11.32 | 5.53 | 3.63 | 3.11 | 7.17 | 2.46 | 4.47 | 1.32 | 8.12 | -1.8 | 35.8 |
| 1981 | -2.75 | 2.59 | 4.1 | -0.91 | 0.92 | -0.61 | -1.22 | -4.32 | -2.9 | 5.65 | 3.14 | -1.22 | 2 |
| 1982 | -1.77 | -3.59 | 0.34 | 4.05 | -3.57 | 1.01 | 0 | 8.67 | 1.84 | 9.94 | 3.56 | 2.12 | 23.9 |
| 1983 | -0.99 | 3.73 | 4.37 | 6.4 | 0.23 | 3.69 | -2.67 | 0.23 | 1.83 | -1.34 | 3.86 | -1.09 | 19.3 |
| 1984 | -4.8 | -5.19 | 2.49 | 0.24 | -4.84 | 3.31 | -1.72 | 10.28 | -1.14 | 0.46 | -0.46 | 2.3 | -0.1 |
| 1985 | 5.25 | 1.08 | 0.64 | -0.42 | 6.17 | 3.01 | -0.19 | 0.19 | -2.33 | 4.18 | 6.69 | 4.3 | 32 |
| 1986 | -0.86 | 7.63 | 4.99 | -1.23 | 6.06 | 2.93 | -5.12 | 4.2 | -7.63 | 6.39 | 1.61 | -5.76 | 12.4 |
| 1987 | 11.26 | 5.16 | 1.46 | -0.92 | 0.79 | 4.58 | 5.26 | 3.57 | -1.95 | -18.85 | -7.36 | 3.37 | 3 |
| 1988 | 2.62 | 4.5 | -2.87 | 1.33 | 0.15 | 3.94 | 0 | -3.09 | 3.76 | 2.37 | -1.5 | -0.09 | 11.3 |
| 1989 | 6.39 | -1.87 | 2.18 | 5.06 | 4.06 | -1.34 | 8.15 | 2.51 | -0.22 | -2.46 | 2.52 | -0.67 | 26.4 |
| 1990 | -6 | 1.47 | 2.54 | -1.3 | 8.37 | -0.11 | 0.22 | -7.61 | -4.06 | -0.25 | 5.11 | 1.41 | -1.3 |
| 1991 | 4.58 | 5.99 | 1.3 | -0.21 | 4.19 | -4.33 | 4.53 | 2.17 | -1.52 | 2.56 | -4.2 | 9.36 | 26.2 |
| 1992 | -1.75 | 0.99 | -2.26 | 2.21 | 0.69 | -1.86 | 3.58 | -1.44 | 1.17 | 1.16 | 2.53 | 0.47 | 5.4 |
| 1993 | 0.94 | 0.37 | 1.76 | -2.09 | 2.14 | -0.55 | -0.27 | 3.03 | -0.36 | 1.88 | -0.35 | -1.74 | 4.7 |
| 1994 | 3.09 | -2.2 | -3.6 | 0.65 | 2.41 | -2.18 | 2.32 | 2.45 | -2.65 | 1.54 | -3.49 | -4.36 | -6.3 |
| 1995 | 2.07 | 4.15 | 2.32 | 2.63 | 3.44 | 1.54 | 2.27 | 0.25 | 2.7 | -1.68 | -3.17 | 1.43 | 19.2 |
| 1996 | 2.52 | 1.07 | 0.73 | 1.53 | 1.67 | 0.31 | -3.81 | 2.34 | 5.06 | 2.11 | 6.41 | -1.74 | 19.3 |
| 1997 | 5.68 | 0.74 | -3.14 | 4.38 | 4.63 | 3.66 | 5.53 | -4.11 | 4.68 | -2.77 | 3.47 | 1.74 | 26.6 |
| 1998 | 0.72 | 5.92 | 3.37 | 1.63 | -1.22 | 1.94 | -2.2 | -11.78 | 4.95 | 7.58 | 5.19 | 4.2 | 20.5 |
| 1999 | 1.63 | -1.29 | 3.91 | 5.2 | -2.44 | 3.65 | -1.7 | -0.25 | -3.4 | 4.54 | 0.72 | 4.1 | 15.2 |
| 2000 | -3.43 | -3.75 | 9.3 | -0.69 | -0.88 | 0.42 | -1.12 | 3.39 | -2.38 | 2.04 | -4.1 | 2.7 | 0.7 |
| 2001 | 3.23 | -4.13 | -5.35 | 7.48 | 1.43 | -1.84 | -1.75 | -4.56 | -6.64 | 2.24 | 5.94 | 1.6 | -3.4 |
| 2002 | -2.56 | 0.6 | 2.09 | -3.48 | -0.35 | -5.5 | -5.8 | 0.44 | -8.3 | 5.81 | 5.29 | -4.55 | -16.1 |
| 2003 | -1.64 | -1.03 | 1.39 | 7.15 | 4.19 | 0.49 | 1 | 2.03 | -0.64 | 4.16 | 1.54 | 4.71 | 25.6 |
| 2004 | 1.52 | 1.93 | -1.4 | -1.42 | 0.65 | 2.01 | -2.83 | 0.36 | 0.58 | 1 | 3.76 | 3.16 | 9.5 |
| 2005 | -1.16 | 1.79 | -1.19 | -2.43 | 2.27 | -0.42 | 3.21 | -0.34 | 0.88 | -1.01 | 3.19 | -0.55 | 4.2 |
| 2006 | 1.8 | -0.14 | 2.46 | 0.73 | -1.39 | 0 | -1.22 | 2.89 | 2.21 | 3.73 | 1.64 | 1.13 | 14.6 |
| 2007 | 0.52 | -1.86 | 0.92 | 3.96 | 3.5 | -1.29 | -2.04 | 1.83 | 3.34 | 2.46 | -2.92 | -0.26 | 8.1 |
| 2008 | -4.4 | -0.75 | 0.21 | 3.66 | 2.33 | -6.99 | -1.95 | 1.25 | -7.57 | -13.46 | -5.46 | 0.74 | -29.1 |
| 2009 | -6.87 | -9.14 | 6.4 | 8.59 | 5.04 | -0.23 | 6.45 | 2.49 | 3.3 | -1.85 | 5.4 | 1.63 | 21.4 |
| 2010 | -2.59 | 2.74 | 4.53 | 1.08 | -7.57 | -3.81 | 6.02 | -3.98 | 7.69 | 3.85 | -0.45 | 5.57 | 12.5 |
| 2011 | 1.82 | 3.15 | 0 | 2.92 | -0.94 | -1.84 | -2.08 | -5.53 | -5.85 | 10.04 | 0 | 1.38 | 2.1 |
| 2012 | 3.55 | 4.05 | 2.82 | -0.2 | -5.04 | 4.48 | 1.78 | 1.68 | 2.93 | -1.73 | 0.25 | 0.3 | 15.5 |
| 2013 | 4.71 | 1.76 | 3.35 | 1.97 | 1.36 | -1.06 | 4.75 | -2.97 | 2.95 | 3.84 | 3.18 | 2.37 | 29.2 |
| 2014 | -3.72 | 4.19 | 0.57 | 0.36 | 1.94 | 1.65 | -1.58 | 3.95 | -1.44 | 2.15 | 2.63 | -0.2 | 10.7 |
| 2015 | -3.56 | 5.97 | -1.43 | 0.77 | 0.91 | -1.67 | 2.42 | -6.19 | -2.22 | 8.35 | 0.33 | -1.42 | 1.4 |
| 2016 | -3.42 | -0.73 | 6.09 | 0.2 | 1.48 | 0.58 | 2.52 | -0.28 | -0.57 | -2.38 | 3.51 | 2.11 | 9.1 |
| 2017 | 1.29 | 3.72 | 0.23 | 1.36 | 0.89 | 0.44 | 1.81 | 0.52 | 1.38 | 2.21 | 3.28 | 0.89 | 19.5 |
| 2018 | 5.51 | -4.58 | -2.69 | 0.52 | 1.81 | 0.55 | 4.67 | 3.01 | 0.55 | -4.77 | 2.81 | -8.58 | -2.2 |
| 2019 | 5.76 | 3.05 | 2.32 | 4.62 | -4.66 | 6.17 | 1.48 | -1.04 | 1.44 | 1.72 | 3.54 | -4.54 | 21 |
| 2020 | 7.55 | 5.54 | 1.39 | 4.05 | 11.3 | -11.69 | -8.51 | -0.72 | -7.36 | -2.66 | 10.69 | 3 | 9.9 |
| 2021 | -8.22 | 1.73 | 5.1 | 12.62 | 1.03 | 1.4 | 2.42 | 2.18 | -4.94 | 7.1 | -2.07 | -2.11 | 15.7 |
| 2022 | -4.1 | -3.31 | 3.42 | -6.96 | 1.04 | -7.11 | 7.55 | -3.29 | -8.39 | 8.6 | 5.63 | -12.04 | -19.5 |
| 2023 | 3.39 | -2.95 | 3.86 | 2.68 | -0.83 | 6.35 | 1.91 | -0.45 | -4.65 | -0.48 | 7.02 | -1.41 | 14.6 |
| 2024 | 3.05 | 18.9 |