Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) | 3.93% | 15.63% | 17.19% | 8.14% | 11.48% | 11.64% | 9.70% | … | … |
Data as of 06/05/2026, Common starting date is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) | 12/19/1996 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 15.63 | 17.19 | 8.14 | 11.48 | 11.64 | 9.70 | … | … | 3.93 | 14.64 | 22.67 | 19.84 | -18.70 | 16.51 | 11.00 | 30.23 | -1.85 | 19.80 | 9.42 | 1.73 | 11.02 | 29.69 | 15.97 | 2.43 | 12.83 | 21.77 | -28.79 | 8.54 | 14.98 | 4.63 | 9.47 | 25.13 | -16.61 | -3.05 | 1.06 | 15.47 | 27.10 | 10.30 | -0.32 |
| Sharpe Ratio | NA | 1.58 | 1.19 | 0.40 | 0.59 | NA | NA | … | … | 1.12 | 0.72 | 1.71 | 1.42 | -0.91 | 1.19 | 0.32 | 2.48 | -0.20 | 3.22 | 0.79 | 0.12 | 1.01 | 2.92 | 1.39 | 0.11 | 0.81 | 0.91 | -0.82 | 0.41 | 1.34 | 0.27 | 0.91 | 1.81 | -0.86 | -0.33 | -0.20 | 0.89 | 1.32 | 0.32 | -0.60 |
| Standard Deviation(%) | NA | 10.47 | 13.01 | 15.47 | 17.04 | NA | NA | … | … | 11.87 | 16.42 | 11.13 | 11.48 | 22.21 | 13.91 | 33.90 | 11.58 | 16.18 | 5.97 | 11.59 | 14.74 | 10.86 | 10.15 | 11.55 | 21.25 | 15.65 | 23.89 | 36.05 | 13.09 | 8.69 | 8.77 | 9.36 | 13.51 | 20.70 | 16.83 | 15.95 | 13.62 | 17.84 | 20.51 | 24.71 |
| Draw Down(%) | NA | 8.69 | 16.11 | 23.99 | 32.19 | NA | NA | … | … | 8.69 | 16.11 | 7.62 | 7.53 | 20.19 | 9.26 | 32.19 | 5.55 | 16.68 | 2.30 | 8.16 | 11.71 | 7.69 | 5.16 | 7.77 | 17.22 | 13.41 | 24.23 | 40.93 | 7.19 | 6.27 | 6.22 | 6.82 | 10.13 | 26.69 | 22.36 | 8.84 | 10.48 | 16.01 | 16.50 | 3.24 |
| Yield(%) | 0.00 | 14.08 | 11.00 | 6.31 | 7.87 | 9.35 | 7.91 | … | … | 0.00 | 14.52 | 10.54 | 5.17 | 0.96 | 0.90 | 1.15 | 8.98 | 6.51 | 7.17 | 3.87 | 4.95 | 5.09 | 6.12 | 2.31 | 1.69 | 1.89 | 2.31 | 4.27 | 10.12 | 7.42 | 6.38 | 3.09 | 1.57 | 1.66 | 2.90 | 8.67 | 12.25 | 16.02 | 1.98 | 1.71 |
Data as of 06/05/2026, Common starting date is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) |
-9.60%
Feb 2006 – Feb 2009 |
-3.63%
Feb 2004 – Feb 2009 |
0.12%
Feb 1999 – Feb 2009 |
5.23%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) |
21.51%
Feb 2009 – Feb 2012 |
20.23%
Feb 2009 – Feb 2014 |
14.81%
Sep 2011 – Sep 2021 |
13.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart