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Clearbridge Appreciation Fund Cl R: (MF: LMPPX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 06:12 PM ET
$39.39 USD
+0.37 (0.95%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.89 | 42 |
| 3 months | 5.83 | 54 |
| 6 months | 16.69 | 52 |
| 1 Year | 15.14 | 42 |
| 3 Year | 21.52 | 44 |
| 5 Year | 14.28 | 40 |
| 10 Year | 13.39 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -42.13 |
| Bull Market (2/09 - 3/21) | 789.29 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 15.14 |
| 5 Year | 14.28 |
| 10 Year | 13.39 |
| Since Inception | 9.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.25 | 10.26 | 5.83 | NA |
| 2024 | 11.05 | 3.00 | 4.59 | 1.98 |
| 2023 | 4.12 | 8.17 | -3.33 | 9.33 |
| 2022 | -4.21 | -12.77 | -4.76 | 9.43 |
| 2021 | 4.71 | 7.94 | -0.58 | 9.59 |
| 2020 | -19.87 | 17.34 | 9.51 | 10.85 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.89 | 22.02 | 19.04 | -12.93 | 23.15 | 14.14 | 29.38 | -2.49 | 19.14 | 8.72 | 1.09 |
| % Total Return Rel to Index | -1.93 | -3.00 | -7.20 | 5.27 | -5.53 | -4.25 | -2.10 | 1.89 | -2.64 | -3.21 | -0.29 |
| % Total Return Rel to Peer | 1.61 | 2.62 | -3.95 | 6.76 | 1.09 | -5.77 | 0.95 | 4.36 | -1.52 | 0.90 | 2.68 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.03 | 0.09 | 0.12 | 0.01 | 0.12 | 0.18 | 0.14 | 0.12 | 0.14 | 0.11 |
| % Yield | 0.00 | 0.09 | 0.10 | 0.42 | 0.04 | 0.42 | 0.65 | 0.62 | 0.47 | 0.67 | 0.53 |
| Capital Gains ($) | 0.00 | 2.95 | 1.07 | 2.15 | 2.01 | 0.97 | 1.57 | 1.21 | 1.20 | 0.48 | 0.75 |
| Expense Ratio | 1.25 | 1.24 | 1.26 | 1.26 | 1.27 | 1.27 | 1.28 | 1.28 | 1.29 | 1.29 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%