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SAPBX: CLEARBRIDGE APPRECIATION FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/19/1992 |
Last Dividend Date: | 12/06/2017 |
12-Mo. Yield | 5.83% |
Expenses | 2.17% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 4.3 | 5.6 | 9.3 | 9.1 | 6.9 | 8.2 | 5.3 | 18.1 | 7.7 | 0.3 | 9.5 | 27.9 | 14.3 | 1.0 | 12.1 | 20.1 | -29.8 | 7.2 | 13.6 | 3.3 | 8.9 | 23.7 | -17.7 | -4.2 | -0.1 | 14.2 | 27.0 | 25.7 | 18.4 | 18.2 | -6.9 | 4.0 | 1.4 |
Sharpe Ratio | NA | 3.31 | 0.87 | 1.09 | 0.43 | NA | NA | 0.41 | 7.61 | 2.94 | 0.64 | 0.02 | 0.87 | 2.73 | 1.24 | 0.04 | 0.77 | 0.84 | -0.85 | 0.32 | 1.18 | 0.13 | 0.84 | 1.7 | -0.91 | -0.39 | -0.26 | 0.81 | 1.35 | 1.58 | 1.45 | 1.32 | -0.97 | 0.23 | 1.75 |
Draw Down(%) | NA | 2.4 | 11.8 | 11.8 | 45.8 | NA | NA | 46.9 | 1.9 | 2.4 | 8.3 | 11.8 | 7.7 | 5.3 | 8.0 | 17.9 | 13.2 | 24.4 | 41.4 | 7.3 | 6.4 | 6.4 | 7.2 | 10.3 | 27.3 | 22.7 | 9.0 | 10.7 | 16.1 | 8.5 | 7.0 | 8.0 | 9.7 | 5.0 | 1.2 |
Standard Deviation(%) | NA | 6.2 | 11.1 | 11.0 | 18.1 | NA | NA | 15.4 | 7.4 | 6.0 | 11.7 | 14.7 | 10.8 | 10.2 | 11.5 | 21.3 | 15.6 | 23.9 | 36.1 | 13.1 | 8.7 | 8.7 | 9.4 | 13.5 | 20.7 | 16.8 | 16.0 | 13.6 | 17.5 | 14.0 | 10.1 | 10.9 | 10.3 | 8.2 | 6.2 |
Treynor Ratio | NA | 0.45 | 0.12 | 0.14 | 0.09 | NA | NA | 0.07 | 3.89 | 0.2 | 0.09 | 0.0 | 0.1 | 0.31 | 0.16 | 0.01 | 0.14 | 0.23 | -0.35 | 0.05 | 0.12 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.05 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.18 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.46 | 0.83 | 0.86 | 0.88 | NA | NA | 0.87 | 0.14 | 0.86 | 0.87 | 0.95 | 0.93 | 0.91 | 0.89 | 0.9 | 0.85 | 0.87 | 0.88 | 0.82 | 0.83 | 0.83 | 0.84 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.5 | 0.89 | 0.92 | 0.98 | NA | NA | 0.61 | 0.17 | 0.92 | 0.97 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 | 0.94 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 5.8 | 4.1 | 4.9 | 3.3 | 5.2 | 4.7 | N/A | 0.0 | 5.9 | 2.6 | 3.8 | 3.9 | 4.9 | 0.5 | 0.2 | 1.2 | 0.3 | 3.4 | 9.1 | 6.2 | 5.5 | 2.5 | 0.0 | 1.6 | 2.0 | 7.7 | 11.2 | 16.1 | 16.8 | 10.3 | 1.1 | 0.9 | 0.8 | 1.5 |
Dividend Growth(%) | N/A | 151.9 | 55.4 | 416.1 | -48.0 | N/A | N/A | N/A | -100.0 | 150.0 | -36.0 | 2.7 | -5.2 | 1000.0 | 133.3 | -80.0 | 400.0 | -94.0 | -63.5 | 53.9 | 12.7 | 132.4 | N/A | -100.0 | -24.1 | -75.6 | -30.0 | -24.1 | 4.2 | 74.8 | 1018.2 | 10.0 | 25.0 | -50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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