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ClearBridge All Cap Value A (SHFVX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.65-0.03 (-0.19%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.06%
5-Year Average Return12.68%
Number of Years Up29
Number of Years Down6
Best 1 Yr Total Return (Jun 29, 2017)38.95%
Worst 1 Yr Total Return (Jun 29, 2017)-37.49%
Best 3-Yr Total Return38.95%
Worst 3-Yr Total Return-9.79%

Trailing Returns (%) Vs. Benchmarks

ReturnSHFVXCategory
YTD7.06%5.55%
1-Month2.48%1.52%
3-Month1.26%1.78%
1-Year24.17%16.49%
3-Year6.85%6.40%
5-Year12.68%12.64%
10-Year4.73%5.18%
Last Bull Market24.76%23.06%
Last Bear Market-24.31%-18.14%

Annual Total Return (%) History

Year
SHFVXCategory
2017
N/AN/A
2016
17.70%14.81%
2015
-5.62%-4.05%
2014
7.93%10.21%
2013
30.38%31.21%
2012
14.36%14.57%
2011
-6.84%-0.75%
2010
15.80%13.66%
2009
29.56%24.13%
2008
-37.49%-37.09%
2007
0.45%1.42%
2006
16.91%18.15%
2005
3.99%5.95%
2004
7.42%12.97%
2003
38.95%28.44%
2002
-26.51%-18.69%
2001
-6.26%-4.99%
2000
16.28%7.87%
1999
30.87%6.72%
1998
15.82%12.00%
1997
15.27%26.61%
1996
19.69%20.08%
1995
27.88%32.39%
1994
1.44%-0.70%
1993
19.75%13.61%
1992
14.86%10.21%
1991
31.44%28.60%
1990
-8.41%-6.22%
1989
18.48%23.21%
1988
21.08%17.28%
1987
2.54%0.66%
1986
4.62%16.12%
1985
19.73%28.53%
1984
9.64%6.00%
1983
26.30%23.98%
1982
14.69%24.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.73%1.26%N/AN/A
2016-1.55%3.08%6.74%8.66%
20150.31%-0.62%-10.62%5.92%
20141.58%3.58%-0.06%2.63%
201311.91%1.47%5.59%8.74%
201210.66%-4.78%6.90%1.53%
20116.87%-4.51%-19.54%13.46%
20106.19%-14.65%12.45%13.62%
2009-10.76%17.61%19.28%3.50%
2008-6.87%-4.33%-8.15%-23.62%
2007-0.12%5.97%-1.11%-4.02%
20065.61%-1.42%4.14%7.84%
2005-3.98%1.45%5.45%1.23%
20043.21%0.97%-4.79%8.27%
2003-5.25%21.97%5.32%14.17%
20020.00%-14.64%-21.84%10.15%
2001-7.01%6.22%-17.42%14.93%
200012.83%-2.00%5.27%-0.10%
19997.18%13.90%-5.15%13.02%
19988.93%-0.27%-10.01%18.47%
19972.64%7.61%8.60%-3.89%
19966.90%3.23%0.43%7.99%
19957.42%9.30%5.22%3.51%
1994-0.74%2.31%2.89%-2.91%
19938.64%3.91%5.65%0.41%
19923.94%2.33%2.85%5.00%
199116.96%0.00%7.83%4.22%
1990-1.94%9.09%-19.09%5.82%
19894.79%9.15%7.04%-3.23%
19888.49%8.90%1.80%0.67%
198720.44%4.74%5.03%-22.61%
19864.84%1.22%-2.82%1.44%
19859.02%3.77%-3.36%9.51%
1984-0.64%-2.58%9.92%3.05%
19838.23%11.66%2.57%1.90%
1982-5.51%-2.81%5.56%18.32%

Rank In Category (By Total Return)

YTD18
1-Month12
3-Month72
1-Year6
3-Year42
5-Year53

Load Adjusted Returns

1-Year17.03%
3-Year4.76%
5-Year11.35%
10-Year4.11%