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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

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
LMPIXCategory average
5 years
LMPIXCategory average
10 years
LMPIXCategory average
Alpha
-0.08-0.01
-0.72-0.01
-0.28-0.01
BETA
0.880.01
0.910.01
0.910.01
Mean annual return
0.840.01
1.150.01
10.01
R-squared
96.060.94
97.190.95
97.080.95
Standard deviation
160.17
16.70.19
14.140.15
Sharpe ratio
0.420
0.690.01
0.740.01
Treynor ratio
6.610.03
11.890.1
10.930.1