LMNVX
ClearBridge Value Fund Class I
Mutual fund
$142.71+0.78 (+0.55%)Close Oct 2, 2026
Dec 1, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $166,518
- CAGR
- +9.24%
- Max drawdown
- −72.07%
- Sharpe ratio
- 0.52
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.76%
- 3M
- −0.23%
- 6M
- +10.35%
- YTD
- +12.28%
- 1Y
- +15.07%
- 3Y
- +17.33%
- 5Y
- +11.15%
- 10Y
- +12.02%
- 15Y
- +13.34%
- 20Y
- +7.37%
- 25Y
- +7.60%
- 30Y
- +7.99%
- Since 1994
- +9.24%
Metrics
Since 1994| Volatility | 21.30% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.13 |
| Best year, 1998 | +45.45% |
| Worst year, 2008 | −54.60% |
| Positive years | 22 of 31 |
| Longest drawdown | 7.6 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −72.1% | Jun 2007 | Mar 2009 | Jun 2014 | 7 years |
| −55.6% | Apr 1999 | Oct 2002 | Nov 2006 | 7.6 years |
| −40.4% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −28.9% | Jul 1998 | Oct 1998 | Nov 1998 | 4 months |
| −22.4% | May 2015 | Feb 2016 | Nov 2016 | 1.5 years |
Annual returns
1994 from Dec 1 · 2026 through Oct 2