ClearBridge Appreciation Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1973 | 0 | -4.52 | 11.49 | -7.88 | 0 |
| 1974 | 0.22 | -11.41 | -21.97 | 8.74 | -24.67 |
| 1975 | 16.28 | 10.57 | -8.82 | 1.61 | 19.12 |
| 1976 | 14.88 | 7.09 | -5.3 | 3.5 | 20.58 |
| 1977 | -8.33 | 5.93 | -4.89 | 5.15 | -2.9 |
| 1978 | -1.92 | 15.22 | 10.69 | -3.41 | 20.82 |
| 1979 | 6.24 | 13.48 | 8.91 | 10.45 | 45.04 |
| 1980 | -2.44 | 12.77 | 14.72 | 7.57 | 35.75 |
| 1981 | 3.86 | -0.61 | -8.23 | 7.64 | 1.97 |
| 1982 | -4.98 | 1.35 | 10.67 | 16.26 | 23.91 |
| 1983 | 7.19 | 10.59 | -0.67 | 1.35 | 19.34 |
| 1984 | -7.49 | -1.46 | 7.14 | 2.3 | -0.08 |
| 1985 | 7.07 | 8.9 | -2.33 | 15.94 | 32.02 |
| 1986 | 12.03 | 7.82 | -8.68 | 1.87 | 12.37 |
| 1987 | 18.71 | 4.44 | 6.88 | -22.29 | 2.98 |
| 1988 | 4.16 | 5.47 | 0.56 | 0.74 | 11.3 |
| 1989 | 6.68 | 7.86 | 10.62 | -1.22 | 26.42 |
| 1990 | -2.19 | 7.23 | -11.65 | 4 | -1.29 |
| 1991 | 12.29 | 0.22 | 3.5 | 7.45 | 26.23 |
| 1992 | -3.02 | 1.01 | 3.28 | 4.2 | 5.42 |
| 1993 | 3.1 | -0.55 | 2.38 | -0.24 | 4.72 |
| 1994 | -2.82 | 0.84 | 2.04 | -6.27 | -6.27 |
| 1995 | 8.77 | 7.79 | 5.29 | -3.04 | 19.22 |
| 1996 | 4.37 | 2.39 | 2.86 | 6.76 | 19.32 |
| 1997 | 3.11 | 13.21 | 5.93 | 2.36 | 26.57 |
| 1998 | 10.27 | 2.34 | -9.45 | 17.91 | 20.49 |
| 1999 | 4.25 | 6.38 | -5.27 | 9.61 | 15.15 |
| 2000 | 1.59 | -1.15 | -0.2 | 0.36 | 0.71 |
| 2001 | -6.32 | 8.28 | -13 | 10.75 | -3.42 |
| 2002 | 0.07 | -8.97 | -12.17 | 6.34 | -16.07 |
| 2003 | -1.3 | 12.19 | 2.39 | 10.75 | 25.56 |
| 2004 | 2.03 | 1.21 | -1.92 | 8.11 | 9.5 |
| 2005 | -0.59 | -0.62 | 3.77 | 1.59 | 4.15 |
| 2006 | 4.16 | -0.67 | 3.87 | 6.97 | 14.59 |
| 2007 | -0.45 | 6.07 | 2.21 | -1.74 | 8.12 |
| 2008 | -4.92 | -1.34 | -8.24 | -17.58 | -29.06 |
| 2009 | -9.96 | 13.81 | 12.7 | 5.14 | 21.42 |
| 2010 | 4.61 | -10.13 | 9.64 | 9.13 | 12.48 |
| 2011 | 5.03 | 0.07 | -12.91 | 11.56 | 2.12 |
| 2012 | 10.78 | -1.49 | 6.32 | -1 | 15.47 |
| 2013 | 10.13 | 2.49 | 3.93 | 9.68 | 29.24 |
| 2014 | 0.88 | 4 | 0.84 | 4.62 | 10.68 |
| 2015 | 0.73 | 0 | -6.05 | 7.16 | 1.41 |
| 2016 | 1.71 | 2.28 | 1.65 | 3.18 | 9.1 |
| 2017 | 5.29 | 2.72 | 3.75 | 6.15 | 19.51 |
| 2018 | -2.03 | 4.89 | 8.18 | -10.98 | -2.19 |
| 2019 | 11.51 | 4.82 | 1.16 | 0.54 | 20.95 |
| 2020 | -19.79 | 17.42 | 5.15 | 10.98 | 9.9 |
| 2021 | -1.86 | 15.38 | -6.86 | 9.66 | 15.66 |
| 2022 | -4.1 | -12.68 | -4.72 | 0.9 | -19.5 |
| 2023 | 4.2 | 8.28 | -3.26 | 4.94 | 14.62 |
| 2024 | 11.17 | -3.42 | 0 | 18.86 |