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ClearBridge Appreciation A (SHAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.68+0.10 (+0.28%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.81%
5-year average return13.03%
Number of years up42
Number of years down11
Best 1-yr total return (2 July 2024)29.82%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return29.82%
Worst 3-yr total return7.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHAPXCategory
YTD14.57%5.31%
1-month2.77%-4.19%
3-month3.07%3.90%
1-year21.29%20.31%
3-year9.28%6.48%
5-year13.22%11.78%
10-year11.61%10.96%
Last bull market22.23%25.56%
Last bear market-12.68%-15.11%

Annual total return (%) history

Year
SHAPXCategory
2024
N/AN/A
2023
19.45%22.32%
2022
-12.61%-16.96%
2021
23.58%26.07%
2020
14.50%15.83%
2019
29.82%28.78%
2018
-2.18%-6.27%
2017
19.51%20.44%
2016
9.07%10.37%
2015
1.43%-1.07%
2014
10.73%10.96%
2013
29.28%31.50%
2012
15.48%14.96%
2011
2.14%-1.27%
2010
12.48%14.01%
2009
21.31%28.17%
2008
-28.98%-37.79%
2007
8.14%6.16%
2006
14.58%14.17%
2005
4.15%5.88%
2004
8.92%10.02%
2003
24.70%27.05%
2002
-17.00%-22.25%
2001
-3.44%-13.50%
2000
0.73%-6.31%
1999
15.08%20.16%
1998
20.45%22.39%
1997
26.29%28.37%
1996
19.25%20.76%
1995
29.26%32.35%
1994
-0.77%-0.93%
1993
8.13%N/A
1992
6.29%N/A
1991
26.94%N/A
1990
-0.27%N/A
1989
29.55%N/A
1988
13.36%N/A
1987
7.03%N/A
1986
19.83%N/A
1985
34.42%N/A
1984
1.84%N/A
1983
22.98%N/A
1982
23.71%N/A
1981
1.87%N/A
1980
35.71%N/A
1979
44.99%N/A
1978
20.77%N/A
1977
-2.92%N/A
1976
20.49%N/A
1975
18.75%N/A
1974
-24.69%N/A
1973
-27.97%N/A
1972
-0.92%N/A
1971
16.78%N/A
1970
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.17%3.07%N/AN/A
20234.20%8.28%-3.26%9.43%
2022-4.10%-12.68%-4.72%9.53%
20214.81%8.03%-0.52%9.71%
2020-19.79%17.42%9.58%10.95%
201911.51%5.90%1.87%7.91%
2018-2.03%2.90%8.41%-10.49%
20175.29%2.72%3.75%6.51%
20161.71%2.28%1.65%3.15%
20150.73%0.00%-6.05%7.18%
20140.88%4.00%0.84%4.67%
201310.13%2.26%4.64%9.71%
201210.78%-0.98%6.53%-1.18%
20115.03%0.07%-12.91%11.58%
20104.61%-10.13%9.64%9.12%
2009-10.05%13.82%12.70%5.14%
2008-4.92%-1.34%-8.24%-17.50%
2007-0.45%6.23%3.09%-0.80%
20064.16%-0.67%3.87%6.61%
2005-0.58%-0.62%3.77%1.59%
20042.03%1.21%-1.92%7.54%
2003-1.98%12.19%2.39%10.75%
20020.07%-9.71%-13.34%6.00%
2001-6.32%6.93%-12.39%10.05%
20001.59%-1.14%-0.20%0.50%
19994.25%6.41%-5.27%9.51%
199810.27%2.32%-9.45%17.89%
19973.11%13.21%5.93%2.13%
19964.37%3.54%3.42%6.70%
19958.77%7.79%5.29%4.70%
1994-2.82%0.84%2.04%-0.77%
19933.10%-0.55%2.38%3.01%
1992-3.02%1.01%3.28%5.06%
199112.29%-0.54%5.18%8.06%
1990-2.19%6.85%-10.90%7.10%
19896.68%7.86%10.99%1.45%
19884.16%5.47%0.56%2.61%
198718.71%4.44%6.88%-19.23%
198614.70%7.82%-8.68%6.10%
19859.01%8.90%-2.33%15.94%
1984-5.72%-1.46%7.14%2.30%
198310.47%10.59%-0.67%1.35%
1982-5.13%1.35%10.67%16.27%
19813.76%-0.61%-8.23%7.64%
1980-2.47%12.77%14.72%7.57%
19796.21%13.48%8.91%10.45%
1978-1.96%15.22%10.69%-3.41%
1977-8.35%5.93%-4.90%5.15%
197614.79%7.09%-5.30%3.50%
197515.92%10.57%-8.82%1.61%
19740.19%-11.41%-21.97%8.74%
1973-20.86%-11.38%11.49%-7.88%
19729.08%-7.17%-6.44%4.59%
197123.25%-1.12%-4.92%0.80%
1970-6.28%13.97%8.33%N/A

Rank in category (by total return)

YTD41
1-month54
3-month51
1-year62
3-year34
5-year61

Load adjusted returns

1-year14.61%
3-year7.24%
5-year11.94%
10-year10.98%