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Clearbridge Appreciation Fund Class A: (MF: SHAPX)

(NASDAQ Mutual Funds) As of May 27, 2026 05:54 PM ET

$36.80 USD

-0.04 (-0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.51 51
3 months 2.30 66
6 months 4.35 55
1 Year 23.41 64
3 Year 17.74 49
5 Year 11.27 24
10 Year 13.36 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 91.79
Bear Market (10/07 - 2/09) -41.86
Bull Market (2/09 - 3/21) 887.92

Load Adjusted Returns as of Apr 30, 2026

1 Year 7.70
5 Year 9.45
10 Year 11.86
Since Inception 10.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.71 NA NA NA
2025 -3.17 10.36 5.90 0.96
2024 11.16 3.06 4.70 2.07
2023 4.20 8.28 -3.26 9.40
2022 -4.10 -12.68 -4.72 9.51
2021 4.81 8.03 -0.52 9.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5114.2622.4519.41-12.6223.5514.5029.82-2.1919.499.08
% Total Return Rel to Index 0.62-3.95-2.57-6.835.58-5.12-3.89-1.662.19-2.30-2.85
% Total Return Rel to Peer -0.041.553.05-3.587.071.49-5.411.404.66-1.181.26
% Perf Quintile vs Peer* 3.003.002.003.002.003.004.003.002.004.003.00
% Dividends 0.000.110.170.200.220.160.220.290.240.230.21
% Yield 0.290.280.440.310.730.440.711.001.000.900.93
Capital Gains ($) 0.004.772.951.072.152.010.971.571.211.200.48
Expense Ratio 0.000.910.910.930.930.930.950.950.970.970.99

* 1 = Top 20%, 5 = Bottom 20%