Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) | 11.28% | 23.71% | 16.59% | 9.07% | 11.08% | 11.16% | 6.35% | … | … |
Data as of 06/04/2026, Common starting date is 10/15/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) | 10/15/1982 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 23.71 | 16.59 | 9.07 | 11.08 | 11.16 | 6.35 | … | … | 11.28 | 9.80 | 14.22 | 18.80 | -7.00 | 26.93 | 10.63 | 26.25 | -14.56 | 13.76 | 11.72 | -4.34 | 12.83 | 37.15 | 15.09 | -4.00 | 6.67 | 40.65 | -55.04 | -6.61 | 5.85 | 5.32 | 12.01 | 43.53 | -18.92 | -9.29 | -7.00 | 26.63 | 48.05 | 36.96 | 38.50 | 40.99 | 1.39 | 11.26 | 11.44 | 33.97 | -18.19 | 15.85 | 24.86 | -14.51 | 4.84 | 26.26 | 9.78 | 41.39 | 19.99 |
| Sharpe Ratio | NA | 1.76 | 0.92 | 0.38 | 0.49 | NA | NA | … | … | 1.95 | 0.39 | 0.80 | 1.04 | -0.34 | 1.49 | 0.28 | 1.90 | -0.97 | 1.65 | 0.66 | -0.26 | 0.99 | 3.00 | 1.07 | -0.17 | 0.31 | 1.12 | -1.20 | -0.56 | 0.20 | 0.26 | 0.76 | 2.17 | -0.72 | -0.51 | -0.46 | 1.04 | 1.73 | 1.72 | 2.66 | 2.91 | -0.15 | 0.88 | 0.92 | 2.61 | -1.72 | 0.88 | 1.77 | -0.71 | 0.03 | 2.62 | 0.19 | 2.46 | 4.76 |
| Standard Deviation(%) | NA | 12.31 | 14.84 | 17.76 | 19.34 | NA | NA | … | … | 13.47 | 17.67 | 13.32 | 14.62 | 24.86 | 18.08 | 37.26 | 13.06 | 16.41 | 7.96 | 17.33 | 17.08 | 12.89 | 12.39 | 14.24 | 24.12 | 21.10 | 36.15 | 46.52 | 17.48 | 12.16 | 11.93 | 14.49 | 19.78 | 27.87 | 23.28 | 24.53 | 22.47 | 25.78 | 19.32 | 12.97 | 12.71 | 11.36 | 10.30 | 9.64 | 11.44 | 13.76 | 11.19 | 11.23 | 26.28 | 15.65 | 7.92 | 14.65 | 14.21 | 27.77 |
| Draw Down(%) | NA | 7.87 | 19.28 | 20.79 | 40.47 | NA | NA | … | … | 7.87 | 17.77 | 9.09 | 11.57 | 20.79 | 9.40 | 40.47 | 9.12 | 23.90 | 3.87 | 15.86 | 17.10 | 10.05 | 6.01 | 12.53 | 23.20 | 20.69 | 33.50 | 65.33 | 16.79 | 14.16 | 9.24 | 14.40 | 17.08 | 35.59 | 28.28 | 15.07 | 17.18 | 29.04 | 10.53 | 8.25 | 4.99 | 9.82 | 6.15 | 6.21 | 6.10 | 25.02 | 12.86 | 5.46 | 34.10 | 12.21 | 5.45 | 10.10 | 2.66 | 0.00 |
| Yield(%) | 0.00 | 10.42 | 11.25 | 9.32 | 8.93 | 10.15 | 5.24 | … | … | 0.00 | 10.23 | 10.73 | 12.80 | 6.67 | 19.53 | 5.63 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.34 | 0.73 | 0.02 | 0.00 | 0.66 | 5.17 | 8.30 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.48 | 19.08 | 4.02 | 3.26 | 7.19 | 6.72 | 7.44 | 0.48 | 2.20 | 1.03 | 0.96 | 1.33 | 4.05 | 0.85 | 6.30 | 6.00 | 0.80 | 0.89 | 0.82 | 0.60 |
Data as of 06/04/2026, Common starting date is 10/15/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) |
-28.91%
Feb 2006 – Feb 2009 |
-16.01%
Feb 2004 – Feb 2009 |
-6.98%
Mar 1999 – Mar 2009 |
1.01%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) |
47.12%
Apr 1996 – Apr 1999 |
38.05%
Dec 1994 – Dec 1999 |
24.55%
Oct 1990 – Oct 2000 |
18.32%
May 1984 – May 1999 |
Annualized Rolling Returns Comparison Chart