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ClearBridge Special Investment C (LMASX)

38.13 Up 0.68(1.82%) Oct 21

Performance Overview as of Sep 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:1.00
Year-to-Date Return:-1.12%
5-Year Average Return:10.23%
Number of Years Up:21
Number of Years Down:7
Best 1 Yr Total Return (2009-12-31):78.54%
Worst 1 Yr Total Return (2008-12-31):-54.25%
Best 3-Yr Total Return (N/A):23.65%
Worst 3-Yr Total Return (N/A):-21.95%
Load Adjusted Returns 
1-Year:8.67%
3-Year:20.16%
5-Year:10.23%
10-Year:5.01%
Trailing Returns (%) vs. Benchmarks 
ReturnLMASXCategoryDiffIndex*Diff
Year To Date-1.12N/AN/AN/AN/A
1-Month-4.76N/AN/AN/AN/A
3-Month-5.97N/AN/AN/AN/A
1-Year9.67N/AN/AN/AN/A
3-Year20.16N/AN/AN/AN/A
5-Year10.23N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)26.97N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-30.50N/AN/AN/AN/A
Annual Total Return (%) History () 
YearLMASXCategoryDiff
2014N/AN/AN/A
2013
 
35.08N/AN/A
2012
 
18.23N/AN/A
2011
 
-17.33N/AN/A
2010
 
19.01N/AN/A
2009
 
78.54N/AN/A
2008
 
-54.25N/AN/A
2007
 
-3.58N/AN/A
2006
 
7.80N/AN/A
2005
 
8.34N/AN/A
2004
 
13.05N/AN/A
2003
 
54.36N/AN/A
2002
 
-8.74N/AN/A
2001
 
2.26N/AN/A
2000
 
-12.00N/AN/A
1999
 
35.54N/AN/A
1998
 
23.31N/AN/A
1997
 
22.12N/AN/A
1996
 
28.65N/AN/A
1995
 
22.50N/AN/A
1994
 
-13.07N/AN/A
1993
 
24.13N/AN/A
1992
 
15.36N/AN/A
1991
 
39.44N/AN/A
1990
 
0.52N/AN/A
1989
 
32.08N/AN/A
1988
 
19.70N/AN/A
1987
 
-10.44N/AN/A
1986
 
7.35N/AN/A
Past Quarterly Returns (%) for LMASX 
Q1Q2Q3Q4
20140.914.21-5.97N/A
201312.372.705.5310.91
201216.07-5.212.514.83
20114.77-3.04-25.929.86
201010.71-13.0611.9010.50
2009-2.6233.0631.524.76
2008-23.201.84-13.42-32.44
20074.868.14-3.65-11.75
20067.15-9.431.599.33
2005-5.464.655.353.95
20043.533.43-7.4914.13
2003-1.1829.176.5013.55
20025.90-15.01-10.6113.44
2001-6.2214.34-26.2929.38
20000.32-6.862.77-8.37
19995.697.99-3.1822.64
199811.62-0.86-20.4940.13
1997-4.6015.8415.12-4.01
199610.005.492.438.24
19954.897.658.67-0.16
1994-2.62-7.405.02-8.20
1993-0.397.0510.924.95
19923.99-5.910.2017.67
199120.380.969.884.42
1990-0.377.14-12.537.66
198914.0711.4015.00-9.62
198816.718.09-3.01-2.17
198721.88-1.483.52-27.95
198615.304.16-13.603.44
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date23N/A
1-Month21N/A
3-Month31N/A
6-Month14N/A
1-Year10N/A
3-Year62N/A
5-Year95N/A