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ClearBridge Appreciation FI (LMPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
38.67+0.13 (+0.34%)
At close: 08:00PM EST

Risk Overview

Morningstar Risk Rating★★
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (Nov 21, 2024)29.73%
Worst 1 Yr Total Return (Nov 21, 2024)N/A

Risk Statistics

3 Years
LMPIXCategory Average
5 Years
LMPIXCategory Average
10 Years
LMPIXCategory Average
Alpha
-0.28-0.01
-0.93-0.01
-0.35-0.01
BETA
0.860.01
0.910.01
0.910.01
Mean Annual Return
0.750.01
1.150.01
10.01
R-squared
95.630.94
97.070.95
96.960.95
Standard Deviation
15.230.17
16.720.19
14.090.15
Sharpe Ratio
0.340
0.680.01
0.730.01
Treynor Ratio
4.860.03
11.650.1
10.820.1