SAPCX
ClearBridge Appreciation-C
$31.06
-0.16 (-0.51%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap |
---|---|
Market Cap | 8164.059M |
52 Week High | 32.63 |
52 Week Low | 25.767 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | SAPCX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 31.06 |
Price Yesterday | 31.22 |
Market Cap | 8,164.06 |
YTD Return | 5.61% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0166 |
Overview
52 Week High | 32.63 |
---|---|
52 Week Low | 25.77 |
Market Cap | 8,164.06M |
Shares Outstanding | 262.85M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 3.33% |
Short Term Dividend Yield | 0.14% |
52 Week Yield (All) | 3.47% |
Returns Annualized
One Day | -72.64% |
---|---|
Five Days | -70.93% |
One Months | -35.48% |
Three Months | 14.92% |
Six Months | 31.42% |
Nine Months | 13.65% |
One Year | 18.09% |
Three Years | 6.75% |
Five Years | 11.32% |
Ten Years | 10.45% |
YTD | 19.86% |
Since Inception | 8.49% |
Returns Total
One Day | -0.51% |
---|---|
Five Days | -2.42% |
One Month | -3.75% |
Three Months | 3.53% |
Six Months | 14.50% |
Nine Months | 10.11% |
One Year | 18.07% |
Three Years | 21.62% |
Five Years | 70.75% |
Ten Years | 169.64% |
YTD | 5.61% |
Since Inception | 867.30% |
Yearly Returns
2024 | 5.61% |
---|---|
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 | -0.89% |
---|---|
Beta | 0.85 |
Correlation | 97.38% |
Downside Deviation | 2.39% |
Coefficient of determination | 94.83% |
Standard Deviation | 2.96% |
Sharpe Ratio | -0.33 |
Sortino | -1.42 |
Treynor | 15.03 |
Ulcer Index | 2.07 |
Ulcer Performance Index | -1.64 |