Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMNVX (CLEARBRIDGE VALUE TRUST CLASS I) | 8.79% | 19.59% | 15.80% | 5.48% | 9.59% | 10.43% | 6.12% | … | … |
Data as of 06/10/2026, Common starting date is 12/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMNVX (CLEARBRIDGE VALUE TRUST CLASS I) | 12/21/1994 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 19.59 | 15.80 | 5.48 | 9.59 | 10.43 | 6.12 | … | … | 8.79 | 10.81 | 15.34 | 19.90 | -11.20 | 11.54 | 6.90 | 27.36 | -12.69 | 14.84 | 12.78 | -3.44 | 13.93 | 38.43 | 16.24 | -2.99 | 7.71 | 41.96 | -54.63 | -5.70 | 6.92 | 6.36 | 13.09 | 44.99 | -18.06 | -8.79 | -24.98 | 23.56 | 45.45 | 30.11 | 33.06 | 34.66 | -0.42 |
| Sharpe Ratio | NA | 1.59 | 0.92 | 0.15 | 0.39 | NA | NA | … | … | 1.55 | 0.45 | 0.88 | 1.12 | -0.50 | 0.49 | 0.18 | 1.98 | -0.87 | 1.79 | 0.73 | -0.20 | 1.08 | 3.10 | 1.15 | -0.13 | 0.36 | 1.16 | -1.19 | -0.51 | 0.29 | 0.34 | 0.83 | 2.24 | -0.69 | -0.49 | -1.01 | 0.88 | 1.61 | 1.31 | 2.20 | 2.96 | -3.41 |
| Standard Deviation(%) | NA | 12.48 | 14.82 | 19.09 | 19.96 | NA | NA | … | … | 13.60 | 17.66 | 13.32 | 14.63 | 25.26 | 23.44 | 37.28 | 13.04 | 16.31 | 7.96 | 17.32 | 17.07 | 12.85 | 12.39 | 14.24 | 24.12 | 21.11 | 36.20 | 46.53 | 17.47 | 12.16 | 11.95 | 14.51 | 19.78 | 27.86 | 23.29 | 28.80 | 23.02 | 26.14 | 20.13 | 13.22 | 10.37 | 6.06 |
| Draw Down(%) | NA | 7.79 | 18.99 | 29.00 | 40.37 | NA | NA | … | … | 7.79 | 17.66 | 9.05 | 11.51 | 20.27 | 18.97 | 40.37 | 9.06 | 22.31 | 3.82 | 15.77 | 16.80 | 9.99 | 5.96 | 12.39 | 22.70 | 20.52 | 33.41 | 65.05 | 16.40 | 13.65 | 8.99 | 13.94 | 16.95 | 35.11 | 28.13 | 29.04 | 19.64 | 28.92 | 13.35 | 7.90 | 4.97 | 0.63 |
| Yield(%) | 0.00 | 8.28 | 9.39 | 4.99 | 5.14 | 6.19 | 3.64 | … | … | 0.00 | 8.30 | 8.92 | 10.97 | 1.02 | 1.03 | 0.94 | 0.72 | 1.61 | 0.66 | 1.03 | 0.47 | 0.50 | 1.27 | 1.62 | 0.88 | 0.00 | 1.33 | 4.55 | 7.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.59 | 2.12 | 0.05 |
Data as of 06/10/2026, Common starting date is 12/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMNVX (CLEARBRIDGE VALUE TRUST CLASS I) |
-28.23%
Feb 2006 – Feb 2009 |
-15.19%
Feb 2004 – Feb 2009 |
-8.51%
Mar 1999 – Mar 2009 |
0.68%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMNVX (CLEARBRIDGE VALUE TRUST CLASS I) |
41.86%
Apr 1996 – Apr 1999 |
31.59%
Mar 1995 – Mar 2000 |
15.48%
Feb 2009 – Feb 2019 |
12.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart