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ClearBridge Appreciation IS (LMESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.80+0.24 (+0.67%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★
Number of years up13
Number of years down2
Best 1-yr total return (4 Jul 2024)30.32%
Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years
LMESXCategory average
5 years
LMESXCategory average
10 years
LMESXCategory average
Alpha
0.34-0.01
-0.28-0.01
0.14-0.01
BETA
0.880.01
0.910.01
0.910.01
Mean annual return
0.880.01
1.190.01
1.030.01
R-squared
96.090.94
97.20.95
97.110.95
Standard deviation
15.990.17
16.70.19
14.150.15
Sharpe ratio
0.450
0.720.01
0.760.01
Treynor ratio
7.120.03
12.430.1
11.440.1