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ClearBridge Appreciation FI (LMPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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Visitors trend9M

37.98

+0.04

(+0.11%)

As of 08:05AM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★

Number of Years Up13

Number of Years Down2

Best 1 Yr Total Return (Oct 21, 2024)29.73%

Worst 1 Yr Total Return (Oct 21, 2024)N/A

Risk Statistics

3 Years

LMPIXCategory Average

5 Years

LMPIXCategory Average

10 Years

LMPIXCategory Average

Alpha

0.09-0.01

-0.95-0.01

-0.34-0.01

BETA

0.870.01

0.910.01

0.910.01

Mean Annual Return

0.980.01

1.190.01

1.030.01

R-squared

95.720.94

97.060.95

96.950.95

Standard Deviation

15.630.17

16.690.19

14.080.15

Sharpe Ratio

0.510

0.710.01

0.750.01

Treynor Ratio

8.260.03

12.370.1

11.240.1