Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPIX (CLEARBRIDGE APPRECIATION FUND CLASS FI) | 5.79% | 17.05% | 17.51% | 8.20% | 11.34% | 11.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPIX (CLEARBRIDGE APPRECIATION FUND CLASS FI) | 12/26/2008 | 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 | 17.05 | 17.51 | 8.20 | 11.34 | 11.44 | NA | … | … | 5.79 | 14.21 | 22.26 | 19.35 | -18.84 | 16.24 | 10.63 | 29.74 | -2.18 | 19.47 | 9.05 | 1.46 | 10.70 | 29.20 | 15.62 | 2.17 | 12.41 | 20.65 | 3.43 |
| Sharpe Ratio | NA | 1.54 | 1.16 | 0.38 | 0.57 | NA | NA | … | … | 1.09 | 0.69 | 1.68 | 1.38 | -0.92 | 1.17 | 0.31 | 2.43 | -0.22 | 3.14 | 0.76 | 0.10 | 0.99 | 2.87 | 1.35 | 0.10 | 0.79 | 0.86 | 80.18 |
| Standard Deviation(%) | NA | 10.47 | 13.00 | 15.44 | 17.04 | NA | NA | … | … | 11.89 | 16.41 | 11.11 | 11.48 | 22.17 | 13.86 | 33.90 | 11.61 | 16.19 | 6.01 | 11.68 | 14.71 | 10.79 | 10.17 | 11.63 | 21.32 | 15.67 | 23.87 | 19.97 |
| Draw Down(%) | NA | 8.75 | 16.15 | 24.17 | 32.20 | NA | NA | … | … | 8.75 | 16.15 | 7.64 | 7.59 | 20.40 | 9.19 | 32.20 | 5.56 | 16.74 | 2.36 | 8.17 | 11.70 | 7.73 | 5.20 | 7.85 | 17.39 | 13.51 | 24.21 | 0.27 |
| Yield(%) | 0.00 | 13.29 | 10.35 | 5.82 | 7.26 | 8.60 | 9.19 | … | … | 0.00 | 13.73 | 9.95 | 4.65 | 0.65 | 0.38 | 0.66 | 8.41 | 6.01 | 6.74 | 3.53 | 4.15 | 4.46 | 5.72 | 2.20 | 1.34 | 1.48 | 1.11 | 1.21 |
Data as of 06/04/2026, Common starting date is 12/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPIX (CLEARBRIDGE APPRECIATION FUND CLASS FI) |
1.44%
Dec 2019 – Dec 2022 |
5.35%
Jan 2018 – Jan 2023 |
8.31%
Oct 2013 – Oct 2023 |
10.46%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPIX (CLEARBRIDGE APPRECIATION FUND CLASS FI) |
20.87%
Feb 2009 – Feb 2012 |
19.70%
Feb 2009 – Feb 2014 |
14.44%
Sep 2011 – Sep 2021 |
12.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart