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ClearBridge Appreciation IS (LMESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.42+0.07 (+0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.30%
5-year average return13.84%
Number of years up13
Number of years down2
Best 1-yr total return (16 May 2024)30.32%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return30.32%
Worst 3-yr total return7.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMESXCategory
YTD6.59%5.31%
1-month-4.19%-4.19%
3-month3.42%3.90%
1-year19.26%20.31%
3-year7.90%6.48%
5-year12.25%11.78%
10-year11.61%10.96%
Last bull market22.43%25.56%
Last bear market-12.60%-15.11%

Annual total return (%) history

Year
LMESXCategory
2024
N/AN/A
2023
19.88%22.32%
2022
-12.31%-16.96%
2021
24.04%26.07%
2020
14.91%15.83%
2019
30.32%28.78%
2018
-1.79%-6.27%
2017
19.98%20.44%
2016
9.47%10.37%
2015
1.89%-1.07%
2014
11.20%10.96%
2013
29.77%31.50%
2012
15.97%14.96%
2011
2.62%-1.27%
2010
12.82%14.01%
2009
21.98%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.26%N/AN/AN/A
20234.30%8.39%-3.21%9.55%
2022-4.03%-12.60%-4.66%9.67%
20214.91%8.13%-0.43%9.83%
2020-19.73%17.53%9.69%11.05%
201911.61%5.97%1.99%8.04%
2018-1.96%2.99%8.51%-10.37%
20175.41%2.82%3.80%6.65%
20161.77%2.43%1.70%3.26%
20150.83%0.15%-6.01%7.35%
20140.99%4.11%0.99%4.73%
201310.24%2.38%4.71%9.82%
201210.83%-0.85%6.68%-1.07%
20115.13%0.21%-12.80%11.71%
20104.63%-10.09%9.76%9.27%
2009-9.89%13.86%12.83%5.37%
2008-17.43%N/AN/AN/A

Rank in category (by total return)

YTD26
1-month48
3-month68
1-year67
3-year26
5-year49

Load adjusted returns

1-year19.26%
3-year7.90%
5-year12.25%
10-year11.61%