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Legg Mason IF ClearBridge US Equity Fund Class A Accumulation (0P00000REI.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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317.20-0.70 (-0.22%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up11
Number of years down6
Best 1-yr total return (Invalid Date)33.45%
Worst 1-yr total return (Invalid Date)-42.44%
Best 3-yr total return33.45%
Worst 3-yr total return-21.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000REI.LCategory
YTD20.84%5.53%
1-month1.31%0.00%
3-month11.77%5.53%
1-year54.43%15.32%
3-year14.21%7.50%
5-year11.13%10.62%
10-year12.05%5.16%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000REI.LCategory
2021
N/AN/A
2020
9.15%N/A
2019
20.19%N/A
2018
-9.99%N/A
2017
4.07%N/A
2016
32.75%N/A
2015
-2.07%-1.68%
2014
19.93%10.74%
2013
33.45%31.19%
2012
5.37%12.72%
2011
-4.72%-2.40%
2010
9.65%11.34%
2009
25.66%27.82%
2008
-42.44%-39.75%
2007
-8.96%5.85%
2006
-7.20%13.24%
2005
18.10%3.58%
2004
3.36%8.87%
2003
N/A27.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202116.95%N/AN/AN/A
2020-23.74%19.47%0.50%19.21%
201911.04%4.77%4.68%-1.31%
2018-8.50%9.39%5.39%-14.67%
20172.34%-1.92%-0.42%4.12%
2016-0.25%7.41%10.15%12.48%
20155.11%-7.30%-11.49%13.55%
20142.55%1.42%7.16%7.60%
201320.10%3.16%1.97%5.63%
20128.55%-6.92%5.00%-0.68%
2011-0.10%-3.01%-9.58%8.76%
201011.68%-14.88%4.74%10.12%
2009-13.05%15.29%22.05%2.71%
2008-20.08%-9.87%-8.29%-12.87%
2007-1.91%4.39%-3.58%-7.79%
2006-0.72%-10.69%-0.30%4.96%
2005-3.79%8.84%2.58%9.94%
2004-4.00%5.25%-5.22%7.93%
200316.89%3.44%5.48%N/A

Rank in category (by total return)

YTD1
1-month99
3-month3
1-year3
3-year81
5-year85

Load adjusted returns

1-year48.63%
3-year13.69%
5-year14.03%
10-year12.07%