ClearBridge Value R (LMVRX)

109.43 -0.41 (-0.37%) USD  |  Aug 15 2022

LMVRX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
ClearBridge Value R
15.53%
37.56%
13.20%
-4.02%
12.11%
14.20%
-13.20%
26.61%
10.88%
27.59%
-5.02%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.98%
Lord Abbett Fundamental Equity R2
10.50%
36.25%
6.69%
-3.53%
15.36%
12.59%
-8.75%
22.28%
2.29%
28.53%
-6.83%
JPMorgan Large Cap Value R3
16.14%
35.52%
14.19%
-2.16%
21.74%
17.42%
-15.43%
27.06%
10.28%
23.46%
1.58%
BlackRock Large Cap Focus Value R
13.36%
37.55%
9.38%
-6.45%
17.86%
7.88%
-8.24%
23.44%
2.65%
21.84%
-0.88%
JPMorgan U.S. Applied Data Sci Val R2
17.69%
34.83%
13.47%
-6.51%
11.61%
16.07%
-8.77%
22.53%
1.04%
30.78%
-2.30%
As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
ClearBridge Value R
11.75%
4.33%
-5.98%
-2.00%
14.63%
9.59%
11.53%
5.09%
6.82%
11.45%
S&P 500 Total Return
11.37%
7.24%
-3.12%
-2.39%
16.60%
13.77%
14.02%
9.94%
10.11%
10.21%
Lord Abbett Fundamental Equity R2
10.18%
3.46%
-4.71%
-0.43%
11.36%
8.13%
9.98%
7.53%
8.57%
9.35%
JPMorgan Large Cap Value R3
8.65%
2.81%
-4.16%
4.93%
17.25%
10.66%
13.03%
8.08%
8.97%
8.42%
BlackRock Large Cap Focus Value R
8.10%
2.63%
-2.72%
0.23%
12.53%
8.69%
10.09%
6.49%
7.92%
10.73%
JPMorgan U.S. Applied Data Sci Val R2
9.83%
4.85%
-1.04%
2.88%
13.25%
9.84%
10.85%
7.16%
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9.58%
As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022