Total Returns for Legg Mason Cap Mgmt Value C (LMVTX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    30.84% 12.19 13.79 6 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -55.05% -6.66% 5.85% 5.32% 11.96%
    +/- Category -17.26 -12.82 -8.32 -0.56 1.94
    +/- Index -18.05 -12.15 -9.94 0.41 1.08
    Rank in Category 99 99 99 53 23
    # of Funds in Category 2,086 2,090 1,980 1,743 1,611
    2003 2002 2001 2000 1999
    Total Returns Per Year 43.53% -18.92% -9.29% -7.14% 26.71%
    +/- Category 16.48 3.33 4.21 -0.83 6.55
    +/- Index 14.85 3.18 2.60 1.96 5.67
    Rank in Category 1 17 75 95 3
    # of Funds in Category 1,526 1,468 1,345 1,089 989
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -1.97% — -0.27% 1,658
    1-Week 0.03% 43 -0.03% 1,658
    1-Month 0.68% 93 -2.23% 1,654
    3-Month 1.79% 97 -4.64% 1,630
    Year-to-date 35.75% 9 12.16% 1,569
    1-Year 47.29% 4 21.18% 1,562
    3-Year Annualized -16.48% 99 -11.01% 1,325
    5-Year Annualized -7.61% 99 -8.09% 1,067
    10-Year Annualized -3.18% 94 -2.23% 300
    Since Inception 11.82% — — —
    Inception Date 04/16/1982
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/27/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 2.58% -4.94%
    3-Month 18.66% 3.50%
    Year-to-date 35.38% 29.89%
    1-Year -4.08% 17.14%
    3-Year Annualized -14.37% -16.98%
    5-Year Annualized -6.01% -6.92%
    10-Year Annualized -1.82% -3.18%
    Since Inception 12.03% 11.82%
    Inception Date 04/16/1982
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -47.46%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 30.84% 18.09% -16.98% -6.92% -3.18% 11.82%
    On Distribution* 29.89% 17.14% -17.62% -7.35% -3.84% 10.65%
    Rank in Category 6 11 99 99 93 —
    On Distribution & Sales of Shares* 19.43% 11.14% -13.71% -5.55% -2.55% 10.49%
    Rank in Category 6 15 99 99 92 —
    Tax Cost Ratio — — 0.77% 0.46% 0.68% —
    Data as of 10/31/2009
    * After Tax