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ClearBridge All Cap Value A (SHFVX)

Nasdaq - Nasdaq Precio retrasado. Moneda en USD.
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14.62-0.01 (-0.07%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado10.34%
Retorno promedio a 5 años8.81%
Número de años al alza33
Número de años a la baja9
Mejor retorno total a 1 año (27 jun 2024)30.38%
Peor retorno total en 1 año (27 jun 2024)N/D
Mejor retorno total a 3 años30.38%
Peor retorno total en 3 años1.09%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoSHFVXCategoría
AIF11.40%4.44%
1 mes3.65%-4.04%
3 meses7.03%4.09%
1 año28.64%14.37%
3 años6.14%6.04%
5 años10.40%9.20%
10 años7.57%8.57%
Último mercado alcista25.85%22.97%
Último mercado bajista-13.43%-11.27%

Historial del rendimiento total anual (%)

Año
SHFVXCategoría
2024
N/DN/D
2023
13.87%11.63%
2022
-7.75%-5.90%
2021
26.01%26.22%
2020
-1.16%2.91%
2019
22.52%25.04%
2018
-14.70%-8.53%
2017
17.12%15.94%
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%N/D
1992
14.86%N/D
1991
31.44%N/D
1990
-8.41%N/D
1989
18.48%N/D
1988
21.08%N/D
1987
2.54%N/D
1986
4.62%N/D
1985
19.73%N/D
1984
9.64%N/D
1983
26.30%N/D
1982
14.69%N/D

Retornos del último trimestre (%)

AñoT1T2T3T4
202411.70%N/DN/DN/D
2023-1.31%7.49%-1.39%8.87%
20221.48%-13.43%-5.31%10.89%
202114.51%5.40%-1.58%6.07%
2020-32.03%16.45%4.08%20.00%
201913.77%1.93%-0.55%6.23%
2018-4.40%2.45%4.00%-16.25%
20175.73%1.26%3.72%5.47%
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%

Rango en categoría (por retorno total)

AIF9
1 mes24
3 meses5
1 año12
3 años53
5 años71

Retornos ajustados por comisiones

1 año21.57%
3 años4.16%
5 años9.16%
10 años6.96%