Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPBX (CLEARBRIDGE APPRECIATION FUND CLASS B) | NA | 20.70% | 9.94% | 12.19% | 8.02% | 9.08% | 6.91% | … | … |
Data as of 02/12/2018, Common starting date is 11/19/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPBX (CLEARBRIDGE APPRECIATION FUND CLASS B) | 11/19/1992 | 02/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 20.70 | 9.94 | 12.19 | 8.02 | 9.08 | 6.91 | … | … | 5.35 | 18.06 | 7.71 | 0.34 | 9.46 | 27.86 | 14.26 | 0.96 | 12.07 | 20.08 | -29.77 | 7.18 | 13.55 | 3.31 | 8.89 | 23.65 | -17.69 | -4.19 | -0.14 | 14.24 | 26.98 | 25.72 | 18.36 | 18.25 | -6.95 | 4.00 | 1.38 |
| Sharpe Ratio | NA | 3.30 | 0.87 | 1.09 | 0.43 | NA | NA | … | … | 7.60 | 2.93 | 0.64 | 0.02 | 0.87 | 2.73 | 1.24 | 0.04 | 0.77 | 0.84 | -0.85 | 0.31 | 1.17 | 0.12 | 0.84 | 1.70 | -0.91 | -0.40 | -0.27 | 0.80 | 1.34 | 1.57 | 1.44 | 1.31 | -0.98 | 0.22 | 1.72 |
| Standard Deviation(%) | NA | 6.24 | 11.06 | 10.99 | 18.12 | NA | NA | … | … | 7.39 | 5.96 | 11.67 | 14.71 | 10.82 | 10.20 | 11.55 | 21.33 | 15.65 | 23.88 | 36.08 | 13.07 | 8.71 | 8.72 | 9.43 | 13.52 | 20.71 | 16.80 | 15.96 | 13.64 | 17.54 | 14.00 | 10.14 | 10.93 | 10.25 | 8.16 | 6.24 |
| Draw Down(%) | NA | 2.44 | 11.80 | 11.80 | 45.83 | NA | NA | … | … | 1.87 | 2.44 | 8.29 | 11.80 | 7.74 | 5.31 | 7.99 | 17.85 | 13.15 | 24.40 | 41.37 | 7.28 | 6.36 | 6.39 | 7.23 | 10.32 | 27.35 | 22.67 | 8.99 | 10.74 | 16.05 | 8.45 | 6.97 | 8.01 | 9.74 | 5.04 | 1.21 |
| Yield(%) | 0.00 | 5.83 | 4.06 | 4.87 | 3.35 | 5.23 | 4.74 | … | … | 0.00 | 5.96 | 2.54 | 3.80 | 3.93 | 4.94 | 0.46 | 0.20 | 1.22 | 0.30 | 3.37 | 9.12 | 6.24 | 5.53 | 2.51 | 0.00 | 1.62 | 2.06 | 7.65 | 11.14 | 16.05 | 16.87 | 10.31 | 1.08 | 0.88 | 0.71 | 1.45 |
Data as of 02/12/2018, Common starting date is 11/19/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPBX (CLEARBRIDGE APPRECIATION FUND CLASS B) |
-10.76%
Feb 2006 – Feb 2009 |
-4.70%
Feb 2004 – Feb 2009 |
-1.03%
Feb 1999 – Feb 2009 |
4.25%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPBX (CLEARBRIDGE APPRECIATION FUND CLASS B) |
25.61%
Jul 1996 – Jul 1999 |
20.61%
Dec 1994 – Dec 1999 |
10.47%
Dec 1994 – Dec 2004 |
8.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart