SAPCX
ClearBridge Appreciation-C
$34.11
-0.03 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8885.928M |
| 52 Week High | 34.16 |
| 52 Week Low | 26.201 |
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Key Data
| Symbol | SAPCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 34.11 |
| Price Yesterday | 34.14 |
| Market Cap | 8,885.93 |
| YTD Return | 15.98% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0165 |
Overview
| 52 Week High | 34.16 |
|---|---|
| 52 Week Low | 26.20 |
| Market Cap | 8,885.93M |
| Shares Outstanding | 260.51M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 3.03% |
| Short Term Dividend Yield | 0.13% |
| 52 Week Yield (All) | 3.16% |
Returns Annualized
| One Day | -19.89% |
|---|---|
| Five Days | 89.65% |
| One Months | 48.91% |
| Three Months | 24.21% |
| Six Months | 34.46% |
| Nine Months | 35.17% |
| One Year | 24.27% |
| Three Years | 8.42% |
| Five Years | 12.49% |
| Ten Years | 10.95% |
| YTD | 33.33% |
| Since Inception | 8.78% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.28% |
| One Month | 3.21% |
| Three Months | 5.47% |
| Six Months | 15.67% |
| Nine Months | 25.03% |
| One Year | 24.24% |
| Three Years | 27.30% |
| Five Years | 79.86% |
| Ten Years | 181.90% |
| YTD | 15.98% |
| Since Inception | 962.62% |
Yearly Returns
| 2024 | 15.98% |
|---|---|
| 2023 | 18.57% |
| 2022 | -13.26% |
| 2021 | 22.70% |
| 2020 | 13.68% |
| 2019 | 28.96% |
| 2018 | -2.82% |
| 2017 | 18.66% |
| 2016 | 8.24% |
| 2015 | 0.76% |
Risk against SP-DA
| Alpha | -0.63% |
|---|---|
| Beta | 0.84 |
| Correlation | 98.27% |
| Downside Deviation | 2.54% |
| Coefficient of determination | 96.56% |
| Standard Deviation | 2.74% |
| Sharpe Ratio | -0.47 |
| Sortino | -1.75 |
| Treynor | 22.59 |
| Ulcer Index | 2.15 |
| Ulcer Performance Index | -2.07 |