Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMESX (CLEARBRIDGE APPRECIATION FUND CLASS IS) | 5.99% | 17.60% | 18.06% | 8.63% | 11.80% | 11.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMESX (CLEARBRIDGE APPRECIATION FUND CLASS IS) | 08/14/2008 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 17.60 | 18.06 | 8.63 | 11.80 | 11.89 | NA | … | … | 5.99 | 14.75 | 22.80 | 19.94 | -18.63 | 16.62 | 11.13 | 30.32 | -1.79 | 19.98 | 9.47 | 1.89 | 11.20 | 29.77 | 15.94 | 2.63 | 12.82 | 21.31 | -25.34 |
| Sharpe Ratio | NA | 1.60 | 1.20 | 0.41 | 0.60 | NA | NA | … | … | 1.14 | 0.73 | 1.73 | 1.43 | -0.91 | 1.19 | 0.32 | 2.49 | -0.20 | 3.24 | 0.79 | 0.13 | 1.03 | 2.92 | 1.34 | 0.12 | 0.81 | 0.89 | -1.00 |
| Standard Deviation(%) | NA | 10.47 | 13.00 | 15.46 | 17.04 | NA | NA | … | … | 11.86 | 16.42 | 11.10 | 11.50 | 22.21 | 13.89 | 33.88 | 11.60 | 16.15 | 5.99 | 11.74 | 14.76 | 10.82 | 10.20 | 11.95 | 21.33 | 15.67 | 23.90 | 54.14 |
| Draw Down(%) | NA | 8.67 | 16.09 | 23.94 | 32.16 | NA | NA | … | … | 8.67 | 16.09 | 7.61 | 7.50 | 20.16 | 9.24 | 32.16 | 5.57 | 16.66 | 2.29 | 8.19 | 11.68 | 7.72 | 5.21 | 7.76 | 17.25 | 13.49 | 24.20 | 36.38 |
| Yield(%) | 0.00 | 14.09 | 11.07 | 6.37 | 7.98 | 9.49 | 7.40 | … | … | 0.00 | 14.58 | 10.62 | 5.22 | 1.02 | 1.00 | 1.23 | 9.06 | 6.58 | 7.27 | 3.97 | 5.03 | 5.17 | 6.20 | 2.34 | 1.79 | 1.91 | 1.88 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMESX (CLEARBRIDGE APPRECIATION FUND CLASS IS) |
0.71%
Sep 2008 – Sep 2011 |
5.75%
Jan 2018 – Jan 2023 |
8.75%
Oct 2013 – Oct 2023 |
9.26%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMESX (CLEARBRIDGE APPRECIATION FUND CLASS IS) |
21.41%
Feb 2009 – Feb 2012 |
20.20%
Feb 2009 – Feb 2014 |
14.92%
Sep 2011 – Sep 2021 |
13.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart