Nasdaq - Delayed Quote USD
ClearBridge Appreciation FI (LMPIX)
At close: 8:05 AM EDT
Fund Summary
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 21.97% |
| 5y Average Return | 14.05% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LMPIX | Category Average | LMPIX | Category Average | LMPIX | Category Average | |
| Alpha | 0.09 | -0.01 | -0.95 | -0.01 | -0.34 | -0.01 |
| BETA | 0.87 | 0.01 | 0.91 | 0.01 | 0.91 | 0.01 |
| Mean Annual Return | 0.98 | 0.01 | 1.19 | 0.01 | 1.03 | 0.01 |
| R-squared | 95.72 | 0.94 | 97.06 | 0.95 | 96.95 | 0.95 |
| Standard Deviation | 15.63 | 0.17 | 16.69 | 0.19 | 14.08 | 0.15 |
| Sharpe Ratio | 0.51 | 0 | 0.71 | 0.01 | 0.75 | 0.01 |
| Treynor Ratio | 8.26 | 0.03 | 12.37 | 0.1 | 11.24 | 0.1 |
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