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ClearBridge Appreciation A (SHAPX)

Nasdaq - Nasdaq Verzögerter Preis. Währung in USD
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35,58+0,17 (+0,48%)
Börsenschluss: 05:39PM EDT

Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr14,93%
5-Jahres-Durchschnittsrendite13,13%
Anzahl der Jahre aufwärts42
Anzahl der Jahre abwärts11
Beste 1-Jahresrendite (30. Juni 2024)29,82%
Schlechteste 1-Jahresrendite (30. Juni 2024)N/A
Beste 3-Jahresrendite29,82%
Schlechteste 3-Jahresrendite7,00%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragSHAPXKategorie
YTD11,49%5,31%
1 Monat4,73%-4,19%
3 Monate3,25%3,90%
1 Jahr25,51%20,31%
3 Jahre8,80%6,48%
5 Jahre13,96%11,78%
10 Jahre11,49%10,96%
Letzte Hausse22,23%25,56%
Letzte Baisse-12,68%-15,11%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
SHAPXKategorie
2024
N/AN/A
2023
19,45%22,32%
2022
-12,61%-16,96%
2021
23,58%26,07%
2020
14,50%15,83%
2019
29,82%28,78%
2018
-2,18%-6,27%
2017
19,51%20,44%
2016
9,07%10,37%
2015
1,43%-1,07%
2014
10,73%10,96%
2013
29,28%31,50%
2012
15,48%14,96%
2011
2,14%-1,27%
2010
12,48%14,01%
2009
21,31%28,17%
2008
-28,98%-37,79%
2007
8,14%6,16%
2006
14,58%14,17%
2005
4,15%5,88%
2004
8,92%10,02%
2003
24,70%27,05%
2002
-17,00%-22,25%
2001
-3,44%-13,50%
2000
0,73%-6,31%
1999
15,08%20,16%
1998
20,45%22,39%
1997
26,29%28,37%
1996
19,25%20,76%
1995
29,26%32,35%
1994
-0,77%-0,93%
1993
8,13%N/A
1992
6,29%N/A
1991
26,94%N/A
1990
-0,27%N/A
1989
29,55%N/A
1988
13,36%N/A
1987
7,03%N/A
1986
19,83%N/A
1985
34,42%N/A
1984
1,84%N/A
1983
22,98%N/A
1982
23,71%N/A
1981
1,87%N/A
1980
35,71%N/A
1979
44,99%N/A
1978
20,77%N/A
1977
-2,92%N/A
1976
20,49%N/A
1975
18,75%N/A
1974
-24,69%N/A
1973
-27,97%N/A
1972
-0,92%N/A
1971
16,78%N/A
1970
N/AN/A

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
202411,17%N/AN/AN/A
20234,20%8,28%-3,26%9,43%
2022-4,10%-12,68%-4,72%9,53%
20214,81%8,03%-0,52%9,71%
2020-19,79%17,42%9,58%10,95%
201911,51%5,90%1,87%7,91%
2018-2,03%2,90%8,41%-10,49%
20175,29%2,72%3,75%6,51%
20161,71%2,28%1,65%3,15%
20150,73%0,00%-6,05%7,18%
20140,88%4,00%0,84%4,67%
201310,13%2,26%4,64%9,71%
201210,78%-0,98%6,53%-1,18%
20115,03%0,07%-12,91%11,58%
20104,61%-10,13%9,64%9,12%
2009-10,05%13,82%12,70%5,14%
2008-4,92%-1,34%-8,24%-17,50%
2007-0,45%6,23%3,09%-0,80%
20064,16%-0,67%3,87%6,61%
2005-0,58%-0,62%3,77%1,59%
20042,03%1,21%-1,92%7,54%
2003-1,98%12,19%2,39%10,75%
20020,07%-9,71%-13,34%6,00%
2001-6,32%6,93%-12,39%10,05%
20001,59%-1,14%-0,20%0,50%
19994,25%6,41%-5,27%9,51%
199810,27%2,32%-9,45%17,89%
19973,11%13,21%5,93%2,13%
19964,37%3,54%3,42%6,70%
19958,77%7,79%5,29%4,70%
1994-2,82%0,84%2,04%-0,77%
19933,10%-0,55%2,38%3,01%
1992-3,02%1,01%3,28%5,06%
199112,29%-0,54%5,18%8,06%
1990-2,19%6,85%-10,90%7,10%
19896,68%7,86%10,99%1,45%
19884,16%5,47%0,56%2,61%
198718,71%4,44%6,88%-19,23%
198614,70%7,82%-8,68%6,10%
19859,01%8,90%-2,33%15,94%
1984-5,72%-1,46%7,14%2,30%
198310,47%10,59%-0,67%1,35%
1982-5,13%1,35%10,67%16,27%
19813,76%-0,61%-8,23%7,64%
1980-2,47%12,77%14,72%7,57%
19796,21%13,48%8,91%10,45%
1978-1,96%15,22%10,69%-3,41%
1977-8,35%5,93%-4,90%5,15%
197614,79%7,09%-5,30%3,50%
197515,92%10,57%-8,82%1,61%
19740,19%-11,41%-21,97%8,74%
1973-20,86%-11,38%11,49%-7,88%
19729,08%-7,17%-6,44%4,59%
197123,25%-1,12%-4,92%0,80%
1970-6,28%13,97%8,33%N/A

Rang in Kategorie (nach Gesamtertrag)

YTD28
1 Monat42
3 Monate58
1 Jahr64
3 Jahre36
5 Jahre64

Berichtigte Erträge

1 Jahr18,61%
3 Jahre6,76%
5 Jahre12,67%
10 Jahre10,86%