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ClearBridge Large Cap Value Fund (LCLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.07+0.03 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.12%
5-year average return9.85%
Number of years up7
Number of years down3
Best 1-yr total return (4 July 2024)28.55%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return28.55%
Worst 3-yr total return5.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCLIXCategory
YTD3.87%4.44%
1-month-0.53%-4.04%
3-month-2.98%4.09%
1-year13.01%14.37%
3-year6.18%6.04%
5-year10.11%9.20%
10-year8.65%8.57%
Last bull market19.49%22.97%
Last bear market-12.77%-11.27%

Annual total return (%) history

Year
LCLIXCategory
2024
N/AN/A
2023
15.02%11.63%
2022
-6.41%-5.90%
2021
25.90%26.22%
2020
5.90%2.91%
2019
28.55%25.04%
2018
-8.80%-8.53%
2017
14.38%15.94%
2016
12.98%14.81%
2015
-2.81%-4.05%
2014
11.63%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.07%-2.98%N/AN/A
20230.29%5.42%-1.54%10.50%
2022-1.56%-12.77%-4.65%14.30%
20219.36%7.54%-0.62%7.72%
2020-23.94%15.05%6.65%13.49%
201912.36%5.36%0.99%7.51%
2018-3.08%1.37%4.98%-11.57%
20174.07%2.65%2.26%4.70%
20161.43%1.70%2.17%7.21%
2015-0.40%0.86%-7.64%4.75%
20141.87%4.91%-0.07%4.53%
201310.30%N/AN/AN/A

Rank in category (by total return)

YTD88
1-month50
3-month79
1-year67
3-year57
5-year45

Load adjusted returns

1-year13.01%
3-year6.18%
5-year10.11%
10-year8.65%