Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMPPX (CLEARBRIDGE APPRECIATION FUND CLASS R) | 5.69% | 16.81% | 17.25% | 7.90% | 11.03% | 11.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPPX (CLEARBRIDGE APPRECIATION FUND CLASS R) | 01/08/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 16.81 | 17.25 | 7.90 | 11.03 | 11.12 | NA | … | … | 5.69 | 13.96 | 21.94 | 19.13 | -19.17 | 15.85 | 10.39 | 29.37 | -2.48 | 19.17 | 8.72 | 1.08 | 10.43 | 28.92 | 15.20 | 1.92 | 11.87 | 21.09 | -29.17 | 7.05 |
| Sharpe Ratio | NA | 1.52 | 1.13 | 0.36 | 0.55 | NA | NA | … | … | 1.07 | 0.68 | 1.65 | 1.36 | -0.93 | 1.14 | 0.30 | 2.41 | -0.24 | 3.12 | 0.73 | 0.07 | 0.96 | 2.83 | 1.32 | 0.09 | 0.75 | 0.88 | -0.83 | 0.31 |
| Standard Deviation(%) | NA | 10.45 | 13.01 | 15.46 | 17.03 | NA | NA | … | … | 11.87 | 16.44 | 11.09 | 11.48 | 22.19 | 13.88 | 33.89 | 11.57 | 16.19 | 5.96 | 11.70 | 14.73 | 10.81 | 10.20 | 11.60 | 21.39 | 15.67 | 23.87 | 36.06 | 13.26 |
| Draw Down(%) | NA | 8.78 | 16.18 | 24.52 | 32.23 | NA | NA | … | … | 8.78 | 16.18 | 7.62 | 7.64 | 20.56 | 9.25 | 32.23 | 5.57 | 16.83 | 2.38 | 8.18 | 11.72 | 7.75 | 5.26 | 7.93 | 17.48 | 13.61 | 24.25 | 41.12 | 7.20 |
| Yield(%) | 0.00 | 13.34 | 10.20 | 5.62 | 6.94 | 8.17 | 6.29 | … | … | 0.00 | 13.76 | 9.70 | 4.37 | 0.38 | 0.06 | 0.49 | 8.09 | 5.75 | 6.30 | 3.20 | 4.23 | 4.39 | 5.48 | 1.85 | 1.11 | 1.03 | 1.36 | 3.81 | 8.44 |
Data as of 06/04/2026, Common starting date is 01/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPPX (CLEARBRIDGE APPRECIATION FUND CLASS R) |
-6.35%
Jun 2007 – Jun 2010 |
0.49%
May 2007 – May 2012 |
6.59%
May 2007 – May 2017 |
6.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPPX (CLEARBRIDGE APPRECIATION FUND CLASS R) |
20.75%
Feb 2009 – Feb 2012 |
19.49%
Feb 2009 – Feb 2014 |
14.13%
Sep 2011 – Sep 2021 |
12.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart