Clearbridge Appreciation Fund Market Value
| LMPIX Fund | USD 36.11 0.10 0.28% |
| Symbol | Clearbridge |
Clearbridge Appreciation 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Clearbridge Appreciation's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Clearbridge Appreciation.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Clearbridge Appreciation on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Clearbridge Appreciation Fund or generate 0.0% return on investment in Clearbridge Appreciation over 90 days. Clearbridge Appreciation is related to or competes with Small-cap Value, Lord Abbett, Goldman Sachs, Ab Discovery, Pace Small/medium, Boston Partners, and Ab Small. The fund invests primarily in equity securities of U.S More
Clearbridge Appreciation Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Clearbridge Appreciation's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Clearbridge Appreciation Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7427 | |||
| Information Ratio | 0.1017 | |||
| Maximum Drawdown | 17.83 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.08 |
Clearbridge Appreciation Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Appreciation's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Clearbridge Appreciation's standard deviation. In reality, there are many statistical measures that can use Clearbridge Appreciation historical prices to predict the future Clearbridge Appreciation's volatility.| Risk Adjusted Performance | 0.1078 | |||
| Jensen Alpha | 0.197 | |||
| Total Risk Alpha | 0.0927 | |||
| Sortino Ratio | 0.2835 | |||
| Treynor Ratio | 0.2279 |
Clearbridge Appreciation January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1078 | |||
| Market Risk Adjusted Performance | 0.2379 | |||
| Mean Deviation | 0.7479 | |||
| Semi Deviation | 0.2153 | |||
| Downside Deviation | 0.7427 | |||
| Coefficient Of Variation | 725.46 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.29 | |||
| Information Ratio | 0.1017 | |||
| Jensen Alpha | 0.197 | |||
| Total Risk Alpha | 0.0927 | |||
| Sortino Ratio | 0.2835 | |||
| Treynor Ratio | 0.2279 | |||
| Maximum Drawdown | 17.83 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.08 | |||
| Downside Variance | 0.5516 | |||
| Semi Variance | 0.0463 | |||
| Expected Short fall | (0.95) | |||
| Skewness | 6.94 | |||
| Kurtosis | 53.49 |
Clearbridge Appreciation Backtested Returns
Clearbridge Appreciation appears to be very steady, given 3 months investment horizon. Clearbridge Appreciation secures Sharpe Ratio (or Efficiency) of 0.14, which signifies that the fund had a 0.14 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Clearbridge Appreciation Fund, which you can use to evaluate the volatility of the entity. Please makes use of Clearbridge Appreciation's risk adjusted performance of 0.1078, and Mean Deviation of 0.7479 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.21, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Clearbridge Appreciation will likely underperform.
Auto-correlation | 0.51 |
Modest predictability
Clearbridge Appreciation Fund has modest predictability. Overlapping area represents the amount of predictability between Clearbridge Appreciation time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Clearbridge Appreciation price movement. The serial correlation of 0.51 indicates that about 51.0% of current Clearbridge Appreciation price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.51 | |
| Spearman Rank Test | 0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 0.13 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Appreciation financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Appreciation security.
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