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ClearBridge Appreciation R (LMPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.67+0.10 (+0.28%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.62%
5-year average return12.66%
Number of years up14
Number of years down3
Best 1-yr total return (2 July 2024)29.37%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return29.37%
Worst 3-yr total return6.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMPPXCategory
YTD14.39%5.31%
1-month2.74%-4.19%
3-month3.01%3.90%
1-year20.93%20.31%
3-year8.93%6.48%
5-year12.85%11.78%
10-year11.25%10.96%
Last bull market22.07%25.56%
Last bear market-12.78%-15.11%

Annual total return (%) history

Year
LMPPXCategory
2024
N/AN/A
2023
19.08%22.32%
2022
-12.92%-16.96%
2021
23.17%26.07%
2020
14.13%15.83%
2019
29.37%28.78%
2018
-2.48%-6.27%
2017
19.17%20.44%
2016
8.71%10.37%
2015
1.08%-1.07%
2014
10.42%10.96%
2013
28.91%31.50%
2012
15.20%14.96%
2011
1.92%-1.27%
2010
11.87%14.01%
2009
21.08%28.17%
2008
-29.17%-37.79%
2007
7.87%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.05%3.01%N/AN/A
20234.13%8.18%-3.33%9.36%
2022-4.22%-12.78%-4.76%9.45%
20214.71%7.94%-0.58%9.61%
2020-19.88%17.35%9.52%10.84%
201911.38%5.83%1.80%7.81%
2018-2.12%2.78%8.35%-10.53%
20175.26%2.64%3.63%6.43%
20161.62%2.24%1.56%3.04%
20150.64%-0.05%-6.18%7.11%
20140.83%3.91%0.74%4.62%
201310.09%2.20%4.54%9.60%
201210.71%-1.05%6.54%-1.30%
20115.03%0.00%-12.99%11.52%
20104.45%-10.29%9.58%8.96%
2009-10.15%13.87%12.62%5.09%
2008-4.92%-1.42%-8.25%-17.63%
2007-0.58%6.16%3.09%-0.86%

Rank in category (by total return)

YTD43
1-month55
3-month52
1-year64
3-year41
5-year66

Load adjusted returns

1-year20.93%
3-year8.93%
5-year12.85%
10-year11.25%