Nasdaq - Delayed Quote USD
ClearBridge Appreciation FI (LMPIX)
At close: November 5 at 6:45 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.79% |
| 5y Average Return | 12.95% |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 4, 2024) | 29.73% |
| Worst 1Y Total Return (Nov 4, 2024) | -- |
| Best 3Y Total Return | 29.73% |
| Worst 3Y Total Return | 6.99% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LMPIX
Category
- YTD
- 19.88%
- 5.31%
- 1-Month
- 0.84%
- -4.19%
- 3-Month
- 4.65%
- 3.90%
- 1-Year
- 31.12%
- 20.31%
- 3-Year
- 11.09%
- 6.48%
- 5-Year
- 13.75%
- 11.78%
- 10-Year
- 11.97%
- 10.96%
- Last Bull Market
- 22.19%
- 25.56%
- Last Bear Market
- -12.72%
- -15.11%
Annual Total Return (%) History
Year
LMPIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.14% | 3.06% | 4.65% | -- |
| 2023 | 4.20% | 8.23% | -3.30% | 9.38% |
| 2022 | -4.15% | -12.72% | -4.71% | 9.61% |
| 2021 | 4.78% | 8.00% | -0.52% | 9.72% |
| 2020 | -19.84% | 17.40% | 9.56% | 10.92% |
| 2019 | 11.44% | 5.87% | 1.90% | 7.91% |
| 2018 | -2.02% | 2.88% | 8.36% | -10.44% |
| 2017 | 5.32% | 2.70% | 3.73% | 6.48% |
| 2016 | 1.70% | 2.32% | 1.64% | 3.11% |
| 2015 | 0.73% | 0.05% | -6.05% | 7.15% |
| 2014 | 0.88% | 3.95% | 0.89% | 4.62% |
| 2013 | 10.14% | 2.26% | 4.59% | 9.68% |
| 2012 | 10.77% | -0.98% | 6.59% | -1.11% |
| 2011 | 5.03% | 0.07% | -12.83% | 11.51% |
| 2010 | 4.53% | -10.13% | 9.72% | 9.06% |
| 2009 | -10.05% | 13.75% | 12.62% | 5.20% |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 90 |
| 3-Month | 81 |
| 1-Year | 70 |
| 3-Year | 38 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 31.12% |
| 3-Year | 11.09% |
| 5-Year | 13.75% |
| 10-Year | 11.97% |
Performance & Risk
| YTD Return | 18.79% |
| 5y Average Return | 12.95% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 8.98B |
| YTD Return | 19.88% |
| Yield | 0.47% |
| Morningstar Rating | |
| Inception Date | Mar 10, 1970 |
Fund Summary
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.
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