Nasdaq - Delayed Quote USD

ClearBridge Appreciation I (SAPYX)

34.81
+0.15
+(0.43%)
At close: 8:04:30 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.37%
5y Average Return 15.08%
Number of Years Up 23
Number of Years Down 5
Best 1Y Total Return (May 8, 2025) 30.21%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 30.21%
Worst 3Y Total Return 7.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SAPYX
Category
YTD
-3.12%
5.31%
1-Month
0.00%
-4.19%
3-Month
-5.94%
3.90%
1-Year
11.57%
20.31%
3-Year
11.82%
6.48%
5-Year
14.73%
11.78%
10-Year
11.53%
10.96%
Last Bull Market
18.35%
25.56%
Last Bear Market
-12.62%
-15.11%

Annual Total Return (%) History

Year
SAPYX
Category
2025
--
--
2024
22.75%
--
2023
19.77%
22.32%
2022
-12.36%
-16.96%
2021
23.95%
26.07%
2020
14.79%
15.83%
2019
30.21%
28.78%
2018
-1.84%
-6.27%

2017
19.81%
20.44%
2016
9.39%
10.37%
2015
1.75%
-1.07%
2014
11.07%
10.96%
2013
29.73%
31.50%
2012
15.97%
14.96%
2011
2.45%
-1.27%
2010
12.70%
14.01%
2009
21.78%
28.17%
2008
-28.79%
-37.79%
2007
8.56%
6.16%
2006
14.97%
14.17%
2005
4.62%
5.88%
2004
9.30%
10.02%
2003
25.12%
27.05%
2002
-16.69%
-22.25%
2001
-3.06%
-13.50%
2000
1.07%
-6.31%
1999
15.40%
20.16%
1998
20.93%
22.39%
1997
26.70%
28.37%
1996
--
20.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.12% -- -- --
2024 11.24% 3.15% 4.74% 2.13%
2023 4.28% 8.35% -3.19% 9.49%
2022 -4.05% -12.62% -4.65% 9.62%
2021 4.89% 8.09% -0.43% 9.80%
2020 -19.75% 17.50% 9.68% 11.00%
2019 11.60% 5.94% 1.96% 8.01%
2018 -1.92% 2.96% 8.50% -10.41%
2017 5.38% 2.78% 3.81% 6.56%
2016 1.77% 2.39% 1.65% 3.26%

2015 0.79% 0.10% -5.98% 7.28%
2014 0.94% 4.07% 0.94% 4.75%
2013 10.26% 2.33% 4.72% 9.81%
2012 10.92% -0.92% 6.69% -1.10%
2011 5.14% 0.14% -12.82% 11.62%
2010 4.64% -10.19% 9.78% 9.23%
2009 -10.00% 13.89% 12.86% 5.27%
2008 -4.81% -1.25% -8.18% -17.50%
2007 -0.32% 6.25% 3.22% -0.69%
2006 4.31% -0.65% 4.01% 6.66%
2005 -0.45% -0.49% 3.84% 1.70%
2004 2.11% 1.28% -1.82% 7.65%
2003 -1.88% 12.25% 2.43% 10.91%
2002 0.07% -9.58% -13.30% 6.19%
2001 -6.20% 6.93% -12.33% 10.24%
2000 1.66% -1.02% -0.13% 0.58%
1999 4.32% 6.48% -5.21% 9.60%
1998 10.41% 2.38% -9.39% 18.07%
1997 3.27% 13.25% 6.05% 2.16%
1996 3.62% 3.49% 6.79% --

Rank in Category (By Total Return)

YTD 23
1-Month 17
3-Month 17
1-Year 31
3-Year 30
5-Year 51

Load Adjusted Returns

1-Year 11.57%
3-Year 11.82%
5-Year 14.73%
10-Year 11.53%

Performance & Risk

YTD Return -1.37%
5y Average Return 15.08%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 8.43B
YTD Return -3.12%
Yield 0.73%
Morningstar Rating
Inception Date Jan 30, 1996

Fund Summary

The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.

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