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Legg Mason ClearBridge US Appreciation Fund Class X Euro Accumulating (0P0001023T.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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402.92+1.62 (+0.40%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.58%
5-Year Average Return13.55%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)31.49%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return31.49%
Worst 3-Yr Total Return5.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001023T.FCategory
YTD12.82%0.00%
1-Month3.04%0.00%
3-Month2.27%0.00%
1-Year23.29%0.00%
3-Year11.47%0.00%
5-Year13.22%0.00%
10-Year12.97%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001023T.FCategory
2024
N/AN/A
2023
16.00%N/A
2022
-10.15%N/A
2021
31.49%N/A
2020
4.15%N/A
2019
31.18%N/A
2018
1.77%N/A
2017
4.23%N/A
2016
12.07%N/A
2015
12.11%N/A
2014
25.40%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.55%N/AN/AN/A
20232.34%7.76%-0.29%5.49%
2022-3.00%-8.37%1.44%-0.35%
20219.26%6.42%1.65%11.26%
2020-17.97%14.99%5.10%5.06%
201913.66%4.15%6.10%4.44%
2018-4.66%8.20%8.82%-9.35%
20173.83%-4.22%0.03%4.77%
2016-3.01%4.84%0.18%10.02%
201513.14%-3.61%-6.57%10.03%
20140.84%4.52%9.18%8.98%

Rank In Category (By Total Return)

YTD35
1-Month45
3-Month67
1-Year63
3-Year57
5-Year69

Load Adjusted Returns

1-Year23.29%
3-Year11.47%
5-Year13.22%
10-Year12.97%