LMVTX
ClearBridge Value Fund Class C
Mutual fund
$101.52+0.55 (+0.54%)Close Oct 2, 2026
Jun 29, 1982 – Oct 2, 2026, Dividends reinvested
- Final balance
- $935,673
- CAGR
- +10.80%
- Max drawdown
- −72.54%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.85%
- 3M
- −0.46%
- 6M
- +9.82%
- YTD
- +11.47%
- 1Y
- +14.00%
- 3Y
- +16.24%
- 5Y
- +10.11%
- 10Y
- +10.98%
- 15Y
- +12.28%
- 20Y
- +6.35%
- 25Y
- +6.57%
- 30Y
- +8.32%
- Since 1982
- +10.80%
Metrics
Since 1982| Volatility | 19.48% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.15 |
| Best year, 1998 | +48.05% |
| Worst year, 2008 | −55.04% |
| Positive years | 32 of 43 |
| Longest drawdown | 7.5 years |
Worst drawdowns
Since 1982| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −72.5% | Jun 2007 | Mar 2009 | Nov 2014 | 7.5 years |
| −46.8% | Jul 2000 | Oct 2002 | Dec 2004 | 4.4 years |
| −40.5% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −34.1% | Aug 1987 | Dec 1987 | Jun 1989 | 1.8 years |
| −31.1% | Oct 1989 | Oct 1990 | Jan 1992 | 2.3 years |
Annual returns
1982 from Jun 29 · 2026 through Oct 2