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ClearBridge Appreciation FI (LMPIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Risk overview
Morningstar risk rating★★
Number of years up13
Number of years down2
Best 1-yr total return (1 Jul 2024)29.73%
Worst 1-yr total return (1 Jul 2024)N/A
Risk statistics
3 years
LMPIXCategory average5 years
LMPIXCategory average10 years
LMPIXCategory averageAlpha
-0.16-0.01
-0.67-0.01
-0.26-0.01
BETA
0.880.01
0.910.01
0.910.01
Mean annual return
0.80.01
1.210.01
0.990.01
R-squared
96.010.94
97.250.95
97.080.95
Standard deviation
15.960.17
16.830.19
14.130.15
Sharpe ratio
0.40
0.730.01
0.730.01
Treynor ratio
6.220.03
12.760.1
10.840.1
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