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ClearBridge Appreciation C (SAPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.09+0.02 (+0.06%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.44%
5-year average return12.82%
Number of years up23
Number of years down7
Best 1-yr total return (4 Jun 2024)28.96%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return28.96%
Worst 3-yr total return6.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAPCXCategory
YTD11.15%5.31%
1-month4.67%-4.19%
3-month3.06%3.90%
1-year24.58%20.31%
3-year8.00%6.48%
5-year13.15%11.78%
10-year10.69%10.96%
Last bull market21.85%25.56%
Last bear market-12.84%-15.11%

Annual total return (%) history

Year
SAPCXCategory
2024
N/AN/A
2023
18.58%22.32%
2022
-13.26%-16.96%
2021
22.70%26.07%
2020
13.68%15.83%
2019
28.96%28.78%
2018
-2.82%-6.27%
2017
18.66%20.44%
2016
8.24%10.37%
2015
0.77%-1.07%
2014
9.96%10.96%
2013
28.31%31.50%
2012
14.73%14.96%
2011
1.37%-1.27%
2010
11.79%14.01%
2009
20.48%28.17%
2008
-29.53%-37.79%
2007
7.37%6.16%
2006
13.80%14.17%
2005
3.31%5.88%
2004
8.08%10.02%
2003
23.63%27.05%
2002
-17.61%-22.25%
2001
-4.18%-13.50%
2000
-0.09%-6.31%
1999
14.16%20.16%
1998
19.32%22.39%
1997
25.55%28.37%
1996
18.34%20.76%
1995
28.21%32.35%
1994
-1.41%-0.93%
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.95%N/AN/AN/A
20234.00%8.07%-3.42%9.23%
2022-4.27%-12.84%-4.94%9.37%
20214.60%7.86%-0.70%9.52%
2020-19.94%17.18%9.41%10.75%
201911.32%5.71%1.71%7.75%
2018-2.19%2.74%8.21%-10.63%
20175.13%2.53%3.52%6.33%
20161.46%2.15%1.45%2.95%
20150.55%-0.15%-6.26%7.06%
20140.74%3.80%0.66%4.46%
20139.93%2.08%4.43%9.49%
201210.62%-1.14%6.38%-1.37%
20114.86%-0.07%-13.06%11.27%
20104.39%-10.17%9.46%8.90%
2009-10.22%13.64%12.48%4.98%
2008-5.11%-1.49%-8.41%-17.69%
2007-0.66%6.02%2.92%-0.95%
20064.04%-0.91%3.76%6.38%
2005-0.80%-0.78%3.49%1.41%
20041.85%1.01%-2.15%7.36%
2003-2.19%11.94%2.17%10.52%
2002-0.15%-9.88%-13.53%5.89%
2001-6.50%6.70%-12.59%9.87%
20001.41%-1.34%-0.40%0.26%
19994.06%6.16%-5.49%9.34%
199810.01%2.17%-9.64%17.48%
19972.89%12.97%5.78%2.11%
19964.21%3.31%3.28%6.43%
19958.48%7.64%5.07%4.51%
1994-3.00%0.66%1.86%-0.87%
1993-0.64%2.11%2.87%N/A

Rank in category (by total return)

YTD35
1-month46
3-month62
1-year68
3-year52
5-year74

Load adjusted returns

1-year23.58%
3-year8.00%
5-year13.15%
10-year10.69%