Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPCX (CLEARBRIDGE APPRECIATION FUND CLASS C) | 4.92% | 15.81% | 16.55% | 10.46% | 12.08% | 11.56% | 9.40% | … | … |
Data as of 06/03/2026, Common starting date is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPCX (CLEARBRIDGE APPRECIATION FUND CLASS C) | 12/23/1993 | 06/03/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 15.81 | 16.55 | 10.46 | 12.08 | 11.56 | 9.40 | … | … | 4.92 | 13.47 | 21.46 | 18.63 | -13.21 | 22.65 | 9.81 | 28.98 | -2.83 | 18.65 | 8.27 | 0.74 | 9.90 | 28.26 | 14.74 | 1.37 | 11.91 | 20.47 | -29.53 | 7.36 | 13.80 | 3.32 | 9.57 | 23.63 | -17.53 | -4.19 | -0.10 | 14.17 | 27.68 | 25.57 | 18.41 | 18.23 | -6.83 | -2.73 |
| Sharpe Ratio | NA | 1.47 | 1.10 | 0.54 | 0.63 | NA | NA | … | … | 1.02 | 0.65 | 1.60 | 1.32 | -0.69 | 1.87 | 0.28 | 2.37 | -0.26 | 3.01 | 0.69 | 0.05 | 0.91 | 2.78 | 1.28 | 0.06 | 0.75 | 0.85 | -0.84 | 0.32 | 1.20 | 0.12 | 0.90 | 1.69 | -0.90 | -0.40 | -0.27 | 0.79 | 1.37 | 1.56 | 1.69 | 1.74 | -0.92 | NA |
| Standard Deviation(%) | NA | 10.46 | 13.01 | 14.85 | 16.76 | NA | NA | … | … | 11.89 | 16.42 | 11.12 | 11.47 | 21.16 | 12.10 | 33.87 | 11.58 | 16.16 | 6.00 | 11.72 | 14.75 | 10.86 | 10.16 | 11.55 | 21.28 | 15.67 | 23.93 | 36.11 | 13.04 | 8.72 | 8.74 | 9.53 | 13.59 | 20.70 | 16.90 | 15.97 | 13.64 | 17.67 | 14.00 | 8.66 | 8.21 | 10.79 | NA |
| Draw Down(%) | NA | 8.83 | 16.23 | 20.98 | 32.24 | NA | NA | … | … | 8.83 | 16.23 | 7.66 | 7.74 | 20.81 | 5.28 | 32.24 | 5.59 | 16.91 | 2.41 | 8.26 | 11.77 | 7.72 | 5.29 | 7.94 | 17.61 | 13.41 | 24.38 | 41.23 | 7.26 | 6.35 | 6.38 | 7.23 | 10.39 | 27.20 | 22.68 | 8.99 | 10.74 | 15.96 | 8.45 | 6.97 | 5.47 | 9.62 | NA |
| Yield(%) | 0.00 | 14.13 | 10.53 | 8.39 | 8.89 | 9.78 | 8.05 | … | … | 0.00 | 14.54 | 10.04 | 4.20 | 6.71 | 7.35 | 0.07 | 7.49 | 5.62 | 6.19 | 2.87 | 4.09 | 4.14 | 5.06 | 1.13 | 0.62 | 1.03 | 0.77 | 3.54 | 9.17 | 6.35 | 5.53 | 3.06 | 0.00 | 1.62 | 2.06 | 7.63 | 11.14 | 16.05 | 16.87 | 10.45 | 1.08 | 0.99 | 0.69 |
Data as of 06/03/2026, Common starting date is 12/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPCX (CLEARBRIDGE APPRECIATION FUND CLASS C) |
-10.55%
Feb 2006 – Feb 2009 |
-4.46%
Feb 2004 – Feb 2009 |
-0.88%
Feb 1999 – Feb 2009 |
4.39%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPCX (CLEARBRIDGE APPRECIATION FUND CLASS C) |
25.78%
Jul 1996 – Jul 1999 |
20.71%
Dec 1994 – Dec 1999 |
13.64%
Sep 2011 – Sep 2021 |
13.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart