Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGVAX (CLEARBRIDGE VALUE TRUST CLASS A) | 3.09% | -3.16% | 5.90% | 5.71% | 4.59% | 8.18% | NA | 9.98% |
Data as of 07/17/2025, AR inception is 02/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGVAX (CLEARBRIDGE VALUE TRUST CLASS A) | 02/04/2009 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | -3.16 | 5.90 | 5.71 | 4.59 | 8.18 | NA | 9.98 | 3.09 | 5.10 | 7.23 | -12.58 | 8.02 | 5.80 | 27.04 | -12.92 | 14.59 | 12.49 | -3.64 | 13.70 | 38.15 | 15.97 | -3.22 | 7.51 | 51.55 |
| Sharpe Ratio | NA | -0.27 | 0.14 | 0.19 | 0.16 | NA | NA | 0.42 | 0.18 | -0.09 | 0.18 | -0.55 | 0.31 | 0.15 | 1.96 | -0.88 | 1.76 | 0.71 | -0.22 | 1.06 | 3.08 | 1.13 | -0.13 | 0.35 | 1.69 |
| Standard Deviation(%) | NA | 21.36 | 19.09 | 21.43 | 21.20 | NA | NA | 20.95 | 21.71 | 16.68 | 17.01 | 25.54 | 25.41 | 37.36 | 13.05 | 16.31 | 7.96 | 17.33 | 17.06 | 12.94 | 12.38 | 14.24 | 24.14 | 21.08 | 34.23 |
| Draw Down(%) | NA | 26.08 | 26.08 | 31.19 | 40.40 | NA | NA | 40.40 | 17.69 | 16.21 | 11.51 | 20.41 | 21.32 | 40.40 | 9.07 | 22.48 | 3.82 | 15.79 | 16.86 | 9.86 | 5.97 | 12.41 | 22.83 | 20.53 | 28.36 |
| Yield(%) | 0.00 | 0.81 | 1.29 | 1.28 | 1.18 | 1.91 | 2.07 | 2.59 | 0.00 | 0.91 | 1.65 | 1.05 | 0.91 | 0.94 | 0.67 | 1.58 | 0.56 | 1.05 | 0.37 | 0.40 | 1.26 | 1.62 | 0.74 | 0.00 | 1.37 |
Data as of 07/17/2025, AR inception is 02/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGVAX (CLEARBRIDGE VALUE TRUST CLASS A) |
-5.53%
Mar 2017 - Mar 2020 |
-0.98%
Mar 2015 - Mar 2020 |
3.49%
Apr 2015 - Apr 2025 |
6.63%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGVAX (CLEARBRIDGE VALUE TRUST CLASS A) |
24.84%
Sep 2011 - Sep 2014 |
22.61%
Mar 2009 - Mar 2014 |
14.26%
Mar 2009 - Mar 2019 |
11.22%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart