Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVAPX (CLEARBRIDGE VARIABLE APPRECIATION PORTFOLIO CLASS II) | 1.34% | 21.85% | 16.86% | 10.55% | NA | NA | NA | … | … |
Data as of 04/24/2026, Common starting date is 06/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVAPX (CLEARBRIDGE VARIABLE APPRECIATION PORTFOLIO CLASS II) | 06/14/2016 | 04/24/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 21.85 | 16.86 | 10.55 | NA | NA | NA | … | … | 1.34 | 14.20 | 22.39 | 19.40 | -12.71 | 23.39 | 14.49 | 29.59 | -2.08 | 19.26 | 6.24 |
| Sharpe Ratio | NA | 1.80 | 1.04 | 0.54 | NA | NA | NA | … | … | 0.15 | 0.70 | 1.69 | 1.39 | -0.67 | 1.94 | 0.42 | 2.43 | -0.22 | 3.14 | 1.17 |
| Standard Deviation(%) | NA | 10.65 | 13.02 | 14.81 | NA | NA | NA | … | … | 11.95 | 16.35 | 11.14 | 11.42 | 21.10 | 12.02 | 33.53 | 11.56 | 16.02 | 5.94 | 9.70 |
| Draw Down(%) | NA | 8.74 | 16.09 | 20.59 | NA | NA | NA | … | … | 8.74 | 16.09 | 7.65 | 7.60 | 20.43 | 5.21 | 31.96 | 5.58 | 16.61 | 2.31 | 5.46 |
| Yield(%) | 0.00 | 17.75 | 12.56 | 9.00 | 10.17 | 6.78 | 5.08 | … | … | 0.00 | 16.88 | 12.69 | 3.93 | 5.04 | 4.85 | 4.05 | 8.93 | 5.61 | 4.95 | 3.18 |
Data as of 04/24/2026, Common starting date is 06/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVAPX (CLEARBRIDGE VARIABLE APPRECIATION PORTFOLIO CLASS II) |
4.89%
Mar 2017 – Mar 2020 |
8.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVAPX (CLEARBRIDGE VARIABLE APPRECIATION PORTFOLIO CLASS II) |
22.33%
Dec 2018 – Dec 2021 |
17.14%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart