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 | 0.22 | 4.98 | 2.72 | 1.83 | 3.21 | 2.01 | 4.01 | 0.31 | 3.42 | -2.25 | 5.93 | -4.9 | 23.1 |
| 1996 | 3.07 | 1.64 | 0 | 0.81 | 2.23 | 0.33 | -3.12 | 4.38 | 4.58 | 2.82 | -2.74 | -0.32 | 14.2 |
| 1997 | 2.81 | 0.77 | -3.89 | 3.19 | 6.04 | 3.94 | 7.71 | -3.57 | 4.38 | -3.98 | 1.75 | 3.09 | 23.7 |
| 1998 | -0.29 | 7.55 | 4.09 | 0.32 | -2.04 | 2.05 | -1.31 | -15.77 | 5.21 | 5.99 | 4.79 | 5.52 | 14.7 |
| 1999 | 0.87 | -3.85 | 4.38 | 7.18 | 0.59 | 5.2 | -2.71 | -4.68 | -3.45 | 2.59 | 3.03 | 2.09 | 10.9 |
| 2000 | -2.83 | -2.92 | 10.84 | -1.07 | 4.04 | 1 | -1.27 | 6.6 | -1.34 | 3.57 | -6.72 | 4.62 | 14.1 |
| 2001 | 7 | -5.76 | -4.25 | 5.74 | 0.45 | -3.46 | 0.92 | -5.28 | -9.12 | 0.94 | 7.31 | 1.8 | -5.2 |
| 2002 | -1.34 | -3.09 | 5.15 | -3.46 | -0.44 | -9.63 | -8.71 | 1.01 | -13.71 | 8.87 | 11.12 | -7.76 | -22.5 |
| 2003 | -1.73 | -2.89 | -0.13 | 7.93 | 8.76 | 1.81 | 0.73 | 2.06 | -1.36 | 5.54 | 1.31 | 5.71 | 30.5 |
| 2004 | 3.57 | 2.16 | -3.1 | -2.76 | 0.75 | 2.5 | -3.32 | 0.64 | 0.65 | 1.17 | 4.87 | 2.38 | 9.5 |
| 2005 | -2.43 | 2.08 | -1.86 | -2.69 | 2.86 | 1.45 | 2.9 | -0.05 | 0.99 | -1.56 | 2.47 | 1.15 | 5.2 |
| 2006 | 2.79 | 0.39 | 1.45 | 2.05 | -2.43 | 0.04 | 1.49 | 0.47 | 2.42 | 3.36 | 1.38 | 2.22 | 16.7 |
| 2007 | 1.26 | -1.29 | 0.63 | 3.89 | 3.52 | -1.73 | -3.95 | 0.65 | 3.4 | 1.07 | -2.99 | -1.42 | 2.7 |
| 2008 | -4.84 | -4.43 | -1.79 | 4.78 | 2.26 | -9.63 | -1.48 | 1.85 | -7.48 | -13.21 | -8 | -0.05 | -35.9 |
| 2009 | -9.65 | -9.4 | 7.24 | 7.7 | 8.46 | -0.88 | 6.91 | 4.09 | 3.34 | -1.61 | 5.51 | 1.24 | 22.8 |
| 2010 | -2.88 | 1.98 | 4.74 | 0.49 | -8.3 | -4.75 | 7.22 | -4.42 | 7.08 | 2.65 | -0.94 | 6.91 | 8.6 |
| 2011 | 2.8 | 4.4 | 0.01 | 2.72 | 0.16 | -1.82 | -3.47 | -6.06 | -6.93 | 10.87 | -0.41 | 2.58 | 3.6 |
| 2012 | 2.67 | 4.74 | 3.19 | -0.1 | -6.35 | 5.06 | 1.07 | 1.64 | 2.52 | -0.56 | 0.26 | 0.76 | 15.4 |
| 2013 | 5.32 | 1.01 | 3.71 | 1.79 | 2.03 | 0.02 | 4.26 | -3.2 | 2.67 | 3.61 | 3.48 | 2.64 | 30.7 |
| 2014 | -4.77 | 4.59 | 2.03 | 0.27 | 1.65 | 2.66 | -1.36 | 2.99 | -1.85 | 1.89 | 2.76 | -0.45 | 10.5 |
| 2015 | -4.59 | 6.08 | -1.81 | 1.18 | 1.31 | -1.86 | 1.18 | -5.8 | -3.33 | 7.01 | 0 | -2.31 | -3.7 |
| 2016 | -5.28 | 0.12 | 6.71 | 2.56 | -0.62 | -2.08 | 3.97 | 0.15 | -0.49 | -0.77 | 6.07 | 1.62 | 11.9 |
| 2017 | 1.58 | 2.88 | -0.69 | 0.13 | 0.13 | 2.13 | 1.56 | -1.95 | 2.45 | 0.16 | 2.77 | 1.46 | 13.3 |
| 2018 | 5.21 | -5.1 | -3.14 | -0.1 | -0.39 | 1.61 | 3.43 | 0.92 | 0.33 | -5.02 | 3.49 | -10.31 | -9.7 |
| 2019 | 7.91 | 3.73 | -0.1 | 3.99 | -4.82 | 6.02 | 1 | -2.16 | 1.83 | 1.27 | 3.86 | -3.04 | 20.4 |
| 2020 | 4.67 | 4.45 | 0.22 | 3.78 | 10.21 | -15.09 | -8.69 | -2.46 | -9.14 | -2.28 | 13.14 | -1.83 | -2.5 |
| 2021 | -2.65 | 9.84 | 6.42 | 5.34 | 2.5 | -0.66 | 0.88 | 2.14 | -3.8 | 5.43 | -3.65 | 1.32 | 19.4 |
| 2022 | -2.19 | -1.82 | 2.23 | -6.84 | 2.31 | -8.76 | 6.18 | -1.58 | -9.16 | 12.15 | 5.78 | -4.18 | -7.9 |
| 2023 | 3.26 | -2.91 | -0.31 | 1.53 | -3.1 | 6.78 | 3.67 | -2.08 | -3.43 | -1.05 | 7.24 | 1.84 | 11.2 |
| 2024 | -0.56 | 8 |