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ClearBridge Appreciation FI (LMPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.06+0.10 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.80%
5-year average return12.96%
Number of years up13
Number of years down2
Best 1-yr total return (2 Jul 2024)29.73%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.73%
Worst 3-yr total return6.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMPIXCategory
YTD14.55%5.31%
1-month2.77%-4.19%
3-month3.06%3.90%
1-year21.16%20.31%
3-year9.23%6.48%
5-year13.15%11.78%
10-year11.56%10.96%
Last bull market22.19%25.56%
Last bear market-12.72%-15.11%

Annual total return (%) history

Year
LMPIXCategory
2024
N/AN/A
2023
19.29%22.32%
2022
-12.63%-16.96%
2021
23.52%26.07%
2020
14.36%15.83%
2019
29.73%28.78%
2018
-2.18%-6.27%
2017
19.46%20.44%
2016
9.05%10.37%
2015
1.46%-1.07%
2014
10.69%10.96%
2013
29.20%31.50%
2012
15.62%14.96%
2011
2.17%-1.27%
2010
12.41%14.01%
2009
21.22%28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.14%3.06%N/AN/A
20234.20%8.23%-3.30%9.38%
2022-4.15%-12.72%-4.71%9.61%
20214.78%8.00%-0.52%9.72%
2020-19.84%17.40%9.56%10.92%
201911.44%5.87%1.90%7.91%
2018-2.02%2.88%8.36%-10.44%
20175.32%2.70%3.73%6.48%
20161.70%2.32%1.64%3.11%
20150.73%0.05%-6.05%7.15%
20140.88%3.95%0.89%4.62%
201310.14%2.26%4.59%9.68%
201210.77%-0.98%6.59%-1.11%
20115.03%0.07%-12.83%11.51%
20104.53%-10.13%9.72%9.06%
2009-10.05%13.75%12.62%5.20%

Rank in category (by total return)

YTD42
1-month54
3-month52
1-year62
3-year35
5-year62

Load adjusted returns

1-year21.16%
3-year9.23%
5-year13.15%
10-year11.56%