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Clearbridge Appreciation Fund Class C: (MF: SAPCX)
(NASDAQ Mutual Funds) As of Oct 20, 2025 06:12 PM ET
$37.15 USD
+0.35 (0.95%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.53 | 45 |
| 3 months | 5.68 | 56 |
| 6 months | 16.43 | 53 |
| 1 Year | 14.67 | 44 |
| 3 Year | 21.04 | 46 |
| 5 Year | 13.83 | 46 |
| 10 Year | 12.95 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 84.50 |
| Bear Market (10/07 - 2/09) | -42.40 |
| Bull Market (2/09 - 3/21) | 732.78 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 13.52 |
| 5 Year | 13.82 |
| 10 Year | 12.95 |
| Since Inception | 9.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.34 | 10.16 | 5.68 | NA |
| 2024 | 10.94 | 2.91 | 4.46 | 1.89 |
| 2023 | 4.00 | 8.07 | -3.42 | 9.20 |
| 2022 | -4.27 | -12.84 | -4.93 | 9.36 |
| 2021 | 4.59 | 7.86 | -0.70 | 9.50 |
| 2020 | -19.94 | 17.18 | 9.41 | 10.75 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.53 | 21.54 | 18.54 | -13.25 | 22.68 | 13.67 | 28.96 | -2.84 | 18.63 | 8.25 | 0.77 |
| % Total Return Rel to Index | -2.29 | -3.48 | -7.70 | 4.94 | -6.00 | -4.72 | -2.52 | 1.55 | -3.15 | -3.68 | -0.61 |
| % Total Return Rel to Peer | 1.24 | 2.14 | -4.45 | 6.44 | 0.62 | -6.24 | 0.54 | 4.02 | -2.04 | 0.43 | 2.37 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.07 | 0.06 | 0.06 | 0.06 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.31 | 0.24 | 0.30 | 0.30 |
| Capital Gains ($) | 0.00 | 2.95 | 1.07 | 2.15 | 2.01 | 0.96 | 1.57 | 1.21 | 1.20 | 0.48 | 0.75 |
| Expense Ratio | 1.67 | 1.65 | 1.65 | 1.66 | 1.65 | 1.65 | 1.65 | 1.65 | 1.68 | 1.70 | 1.69 |
* 1 = Top 20%, 5 = Bottom 20%