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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.

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
SHAPXCategory average
5 years
SHAPXCategory average
10 years
SHAPXCategory average
Alpha
-0.02-0.01
-0.65-0.01
-0.24-0.01
BETA
0.880.01
0.910.01
0.910.01
Mean annual return
0.850.01
1.150.01
10.01
R-squared
96.090.94
97.210.95
97.10.95
Standard deviation
15.960.17
16.670.19
14.130.15
Sharpe ratio
0.430
0.690.01
0.740.01
Treynor ratio
6.680.03
11.990.1
10.980.1