Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) | 7.43% | 3.87% | 10.27% | 8.92% | 9.37% | 11.27% | 8.83% | 8.55% |
Data as of 07/11/2025, AR inception is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPYX (CLEARBRIDGE APPRECIATION FUND CLASS I) | 12/19/1996 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.08 | 3.87 | 10.27 | 8.92 | 9.37 | 11.27 | 8.83 | 8.55 | 7.43 | 13.26 | 15.66 | -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 | 0.03 | 0.42 | 0.40 | 0.46 | NA | NA | 0.39 | 0.56 | 0.47 | 0.99 | -0.91 | 1.19 | 0.32 | 2.49 | -0.20 | 3.23 | 0.79 | 0.12 | 1.01 | 2.92 | 1.39 | 0.11 | 0.81 | 0.91 | -0.82 | 0.43 | 1.35 | 0.28 | 0.91 | 1.81 | -0.86 | -0.32 | -0.19 | 0.90 | 1.33 | 0.33 | -0.58 |
| Standard Deviation(%) | NA | 19.60 | 16.47 | 16.64 | 17.63 | NA | NA | 17.36 | 20.85 | 14.16 | 11.67 | 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 | 22.27 | 22.27 | 23.99 | 32.19 | NA | NA | 45.96 | 16.11 | 11.31 | 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 | 0.74 | 1.03 | 1.14 | 3.89 | 6.03 | 5.18 | 6.14 | 0.00 | 0.87 | 1.11 | 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 07/11/2025, AR inception 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 |
12.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart