Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMVRX (CLEARBRIDGE VALUE TRUST CLASS R) | 11.47% | 24.17% | 17.03% | 5.07% | 8.85% | 9.78% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVRX (CLEARBRIDGE VALUE TRUST CLASS R) | 11/28/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 24.17 | 17.03 | 5.07 | 8.85 | 9.78 | NA | … | … | 11.47 | 10.18 | 14.78 | 19.15 | -12.04 | 10.04 | 6.04 | 26.61 | -13.20 | 14.20 | 12.11 | -4.01 | 13.19 | 37.56 | 15.53 | -3.65 | 7.09 | 40.28 | -57.58 | -13.65 | 2.45 |
| Sharpe Ratio | NA | 1.80 | 0.96 | 0.14 | 0.36 | NA | NA | … | … | 1.98 | 0.42 | 0.84 | 1.07 | -0.53 | 0.42 | 0.15 | 1.93 | -0.90 | 1.71 | 0.69 | -0.24 | 1.02 | 3.03 | 1.10 | -0.15 | 0.33 | 1.11 | -1.25 | -0.91 | 3.70 |
| Standard Deviation(%) | NA | 12.30 | 14.83 | 19.21 | 20.02 | NA | NA | … | … | 13.47 | 17.65 | 13.32 | 14.63 | 25.33 | 23.91 | 37.29 | 13.05 | 16.32 | 7.96 | 17.33 | 17.06 | 12.94 | 12.38 | 14.24 | 24.13 | 21.13 | 36.17 | 46.82 | 18.51 | 7.69 |
| Draw Down(%) | NA | 7.83 | 19.16 | 29.90 | 40.45 | NA | NA | … | … | 7.83 | 17.72 | 9.08 | 11.55 | 20.61 | 19.60 | 40.45 | 9.10 | 22.73 | 3.84 | 15.83 | 17.00 | 9.88 | 5.99 | 12.49 | 23.04 | 20.63 | 33.39 | 67.30 | 20.62 | 1.01 |
| Yield(%) | 0.00 | 8.39 | 9.44 | 4.59 | 4.35 | 5.07 | 2.13 | … | … | 0.00 | 8.26 | 8.96 | 10.53 | 0.33 | 0.23 | 0.53 | 0.01 | 0.99 | 0.07 | 0.41 | 0.00 | 0.00 | 0.48 | 0.71 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVRX (CLEARBRIDGE VALUE TRUST CLASS R) |
-23.97%
Jun 2007 – Jun 2010 |
-12.68%
May 2007 – May 2012 |
-0.22%
May 2007 – May 2017 |
1.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVRX (CLEARBRIDGE VALUE TRUST CLASS R) |
25.67%
Feb 2009 – Feb 2012 |
23.91%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
12.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart