ClearBridge Large Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1995 | 0.29 | 4.98 | 2.79 | 1.94 | 3.21 | 2.14 | 4.06 | 0.37 | 3.47 | -2.19 | 5.98 | -4.85 | 24 |
| 1996 | 3.13 | 1.69 | 0.11 | 0.86 | 2.28 | 0 | -2.68 | 4.43 | 4.63 | 2.9 | 6.66 | -0.26 | 26.1 |
| 1997 | 4.12 | 0.82 | -3.88 | 3.31 | 6.07 | 4.03 | 7.76 | -3.52 | 4.45 | -3.91 | 1.84 | 3.18 | 26.1 |
| 1998 | -0.24 | 7.55 | 4.19 | 2.72 | -2.2 | 2.12 | -1.23 | -15.72 | 5.16 | 6.1 | 4.9 | 5.57 | 18 |
| 1999 | 0.95 | -3.82 | 4.44 | 7.16 | 0.67 | 5.24 | -2.66 | -4.6 | -3.38 | 2.66 | 3.11 | 2.08 | 11.6 |
| 2000 | -2.85 | -2.78 | 10.87 | -1.01 | 4.08 | 1.07 | -1.16 | 6.56 | -1.29 | 3.66 | -6.67 | 4.69 | 14.8 |
| 2001 | 7.1 | -5.72 | -4.2 | 5.82 | 0.54 | -3.43 | 1.01 | -5.2 | -9.07 | 1.05 | 7.36 | 1.82 | -4.4 |
| 2002 | -1.21 | -3.04 | 5.18 | -3.03 | 0.06 | -9.59 | -8.57 | 0.99 | -13.62 | 8.95 | 11.58 | -7.68 | -20.9 |
| 2003 | -1.7 | -2.77 | -0.13 | 8.02 | 8.88 | 1.9 | 0.78 | 2.14 | -1.3 | 5.57 | 1.4 | 5.77 | 31.6 |
| 2004 | 3.67 | 2.23 | -3.04 | -2.66 | 0.79 | 2.57 | -3.21 | 0.74 | 0.69 | 1.25 | 4.94 | 2.45 | 10.5 |
| 2005 | -2.38 | 2.14 | -1.76 | -2.59 | 2.92 | 1.53 | 3.05 | 0.05 | 1.08 | -1.48 | 2.52 | 1.24 | 6.2 |
| 2006 | 2.89 | 0.43 | 1.54 | 2.15 | -2.38 | 0.12 | 1.56 | 0.56 | 2.51 | 3.44 | 1.4 | 2.3 | 17.7 |
| 2007 | 1.33 | -1.27 | 0.72 | 3.95 | 3.58 | -1.63 | -3.83 | 0.68 | 3.42 | 1.18 | -2.97 | -1.4 | 3.4 |
| 2008 | -4.78 | -4.33 | -1.73 | 4.84 | 2.31 | -9.55 | -1.45 | 1.86 | -7.37 | -13.16 | -7.96 | -0.04 | -35.5 |
| 2009 | -9.59 | -9.36 | 7.35 | 7.79 | 8.43 | -0.77 | 6.98 | 4.14 | 3.44 | -1.5 | 5.51 | 1.28 | 23.8 |
| 2010 | -2.75 | 1.99 | 4.81 | 0.54 | -8.28 | -4.66 | 7.26 | -4.38 | 7.08 | 2.78 | -0.86 | 6.99 | 9.4 |
| 2011 | 2.79 | 4.47 | 0.09 | 2.82 | 0.21 | -1.74 | -3.39 | -6.02 | -6.88 | 10.93 | -0.35 | 2.65 | 4.4 |
| 2012 | 2.72 | 4.79 | 3.25 | 0 | -6.29 | 5.12 | 1.09 | 1.75 | 2.54 | -0.45 | 0.3 | 0.81 | 16.3 |
| 2013 | 5.39 | 1.08 | 3.76 | 1.89 | 2.07 | 0.13 | 4.29 | -3.12 | 2.71 | 3.68 | 3.55 | 2.69 | 31.7 |
| 2014 | -4.68 | 4.63 | 2.12 | 0.34 | 1.72 | 2.75 | -1.29 | 3.02 | -1.77 | 1.95 | 2.87 | -0.38 | 11.5 |
| 2015 | -4.54 | 6.14 | -1.74 | 1.26 | 1.38 | -1.8 | 1.25 | -5.78 | -3.23 | 7.09 | 0.04 | -2.26 | -3 |
| 2016 | -5.21 | 0.16 | 6.8 | 2.64 | -0.57 | -1.98 | 4 | 0.18 | -0.39 | -0.67 | 6.11 | 1.68 | 12.8 |
| 2017 | 1.67 | 2.96 | -0.64 | 0.19 | 0.19 | 2.2 | 1.61 | -1.86 | 2.49 | 0.25 | 2.84 | 1.5 | 14.1 |
| 2018 | 5.3 | -5.03 | -3.1 | -0.06 | -0.31 | 1.69 | 3.49 | 0.98 | 0.39 | -4.96 | 3.54 | -10.23 | -9 |
| 2019 | 7.95 | 3.81 | -0.22 | 4.06 | -4.76 | 5.86 | 1.06 | -2.1 | 1.65 | 1.29 | 3.92 | -3 | 20.5 |
| 2020 | 4.75 | 4.49 | 0.3 | 3.65 | 10.24 | -15.19 | -8.63 | -2.39 | -9.47 | -2.24 | 12.96 | 2.69 | -2.3 |
| 2021 | -6.87 | 5.38 | 6.41 | 10.32 | 2.57 | -0.59 | 0.95 | 2.22 | -3.97 | 5.51 | -3.57 | 1.3 | 19.6 |
| 2022 | -2.12 | -1.78 | 2.12 | -6.78 | 2.37 | -8.88 | 6.29 | -1.53 | -9.31 | 12.22 | 5.88 | -4.29 | -7.8 |
| 2023 | 3.34 | -2.83 | -0.46 | 1.61 | -3.04 | 6.64 | 3.75 | -2.03 | -3.54 | -0.98 | 7.3 | 1.78 | 11.3 |
| 2024 | -0.49 | 8.2 |