Clearbridge Appreciation Fund Price History
SHAPX Fund | USD 38.94 0.24 0.62% |
Below is the normalized historical share price chart for Clearbridge Appreciation Fund extending back to May 15, 1986. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Clearbridge Appreciation stands at 38.94, as last reported on the 11th of December 2024, with the highest price reaching 38.94 and the lowest price hitting 38.94 during the day.
If you're considering investing in Clearbridge Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Clearbridge Mutual Fund to be very steady. Clearbridge Appreciation secures Sharpe Ratio (or Efficiency) of 0.17, which signifies that the fund had a 0.17% return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Clearbridge Appreciation Fund, which you can use to evaluate the volatility of the entity. Please confirm Clearbridge Appreciation's risk adjusted performance of 0.1417, and Mean Deviation of 0.4492 to double-check if the risk estimate we provide is consistent with the expected return of 0.11%.
Clearbridge Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Clearbridge |
Sharpe Ratio = 0.1711
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Estimated Market Risk
0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Clearbridge Appreciation is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Clearbridge Appreciation by adding it to a well-diversified portfolio.
Clearbridge Appreciation Mutual Fund Price History Chart
There are several ways to analyze Clearbridge Appreciation Fund price data. The simplest method is using a basic Clearbridge candlestick price chart, which shows Clearbridge Appreciation price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | December 4, 2024 | 39.13 |
Lowest Price | September 18, 2024 | 36.39 |
Clearbridge Appreciation December 11, 2024 Mutual Fund Price Synopsis
Various analyses of Clearbridge Appreciation's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Clearbridge Mutual Fund. It can be used to describe the percentage change in the price of Clearbridge Appreciation from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Clearbridge Mutual Fund.Clearbridge Appreciation Price Rate Of Daily Change | 1.01 | |
Clearbridge Appreciation Price Action Indicator | 0.12 |
Clearbridge Appreciation December 11, 2024 Mutual Fund Price Analysis
Clearbridge Mutual Fund Price History Data
The price series of Clearbridge Appreciation for the period between Thu, Sep 12, 2024 and Wed, Dec 11, 2024 has a statistical range of 3.49 with a coefficient of variation of 2.34. The price distribution for the period has arithmetic mean of 37.44. The median price for the last 90 days is 37.28. The company had dividends distributed to its stock-holders on 12/05/2019.Open | High | Low | Close | Volume | ||
12/11/2024 | 38.94 | 38.94 | 38.94 | 38.94 | 1.00 | |
12/10/2024 | 38.70 | 38.70 | 38.70 | 38.70 | 1.00 | |
12/09/2024 | 38.78 | 38.78 | 38.78 | 38.78 | 1.00 | |
12/06/2024 | 39.13 | 39.13 | 39.13 | 39.13 | 1.00 | |
12/05/2024 | 39.06 | 39.06 | 39.06 | 39.06 | 1.00 | |
12/04/2024 | 39.13 | 39.13 | 39.13 | 39.13 | 1.00 | |
12/03/2024 | 38.86 | 38.86 | 38.86 | 38.86 | 1.00 | |
12/02/2024 | 38.83 | 38.83 | 38.83 | 38.83 | 1.00 | |
11/29/2024 | 38.78 | 38.78 | 38.78 | 38.78 | 1.00 | |
11/27/2024 | 38.58 | 38.58 | 38.58 | 38.58 | 1.00 | |
11/26/2024 | 38.69 | 38.69 | 38.69 | 38.69 | 1.00 | |
11/25/2024 | 38.39 | 38.39 | 38.39 | 38.39 | 1.00 | |
11/22/2024 | 38.29 | 38.29 | 38.29 | 38.29 | 1.00 | |
11/21/2024 | 38.16 | 38.16 | 38.16 | 38.16 | 1.00 | |
11/20/2024 | 37.95 | 37.95 | 37.95 | 37.95 | 1.00 | |
11/19/2024 | 37.92 | 37.92 | 37.92 | 37.92 | 1.00 | |
11/18/2024 | 37.75 | 37.75 | 37.75 | 37.75 | 1.00 | |
11/15/2024 | 37.67 | 37.67 | 37.67 | 37.67 | 1.00 | |
11/14/2024 | 38.16 | 38.16 | 38.16 | 38.16 | 1.00 | |
11/13/2024 | 38.36 | 38.36 | 38.36 | 38.36 | 1.00 | |
11/12/2024 | 38.31 | 38.31 | 38.31 | 38.31 | 1.00 | |
11/11/2024 | 38.23 | 38.23 | 38.23 | 38.23 | 1.00 | |
11/08/2024 | 38.29 | 38.29 | 38.29 | 38.29 | 1.00 | |
11/07/2024 | 38.19 | 38.19 | 38.19 | 38.19 | 1.00 | |
11/06/2024 | 37.98 | 37.98 | 37.98 | 37.98 | 1.00 | |
11/05/2024 | 37.01 | 37.01 | 37.01 | 37.01 | 1.00 | |
11/04/2024 | 36.62 | 36.62 | 36.62 | 36.62 | 1.00 | |
11/01/2024 | 36.74 | 36.74 | 36.74 | 36.74 | 1.00 | |
10/31/2024 | 36.60 | 36.60 | 36.60 | 36.60 | 1.00 | |
10/30/2024 | 37.28 | 37.28 | 37.28 | 37.28 | 1.00 | |
10/29/2024 | 37.28 | 37.28 | 37.28 | 37.28 | 1.00 | |
10/28/2024 | 37.21 | 37.21 | 37.21 | 37.21 | 1.00 | |
10/25/2024 | 37.09 | 37.09 | 37.09 | 37.09 | 1.00 | |
10/24/2024 | 37.18 | 37.18 | 37.18 | 37.18 | 1.00 | |
10/23/2024 | 37.30 | 37.30 | 37.30 | 37.30 | 1.00 | |
10/22/2024 | 37.60 | 37.60 | 37.60 | 37.60 | 1.00 | |
10/21/2024 | 37.56 | 37.56 | 37.56 | 37.56 | 1.00 | |
10/18/2024 | 37.68 | 37.68 | 37.68 | 37.68 | 1.00 | |
10/17/2024 | 37.51 | 37.51 | 37.51 | 37.51 | 1.00 | |
10/16/2024 | 37.42 | 37.42 | 37.42 | 37.42 | 1.00 | |
10/15/2024 | 37.30 | 37.30 | 37.30 | 37.30 | 1.00 | |
10/14/2024 | 37.55 | 37.55 | 37.55 | 37.55 | 1.00 | |
10/11/2024 | 37.28 | 37.28 | 37.28 | 37.28 | 1.00 | |
10/10/2024 | 37.00 | 37.00 | 37.00 | 37.00 | 1.00 | |
10/09/2024 | 37.03 | 37.03 | 37.03 | 37.03 | 1.00 | |
10/08/2024 | 36.74 | 36.74 | 36.74 | 36.74 | 1.00 | |
10/07/2024 | 36.43 | 36.43 | 36.43 | 36.43 | 1.00 | |
10/04/2024 | 36.86 | 36.86 | 36.86 | 36.86 | 1.00 | |
10/03/2024 | 36.59 | 36.59 | 36.59 | 36.59 | 1.00 | |
10/02/2024 | 36.68 | 36.68 | 36.68 | 36.68 | 1.00 | |
10/01/2024 | 36.68 | 36.68 | 36.68 | 36.68 | 1.00 | |
09/30/2024 | 36.96 | 36.96 | 36.96 | 36.96 | 1.00 | |
09/27/2024 | 36.76 | 36.76 | 36.76 | 36.76 | 1.00 | |
09/26/2024 | 36.83 | 36.83 | 36.83 | 36.83 | 1.00 | |
09/25/2024 | 36.78 | 36.78 | 36.78 | 36.78 | 1.00 | |
09/24/2024 | 36.86 | 36.86 | 36.86 | 36.86 | 1.00 | |
09/23/2024 | 36.88 | 36.88 | 36.88 | 36.88 | 1.00 | |
09/20/2024 | 36.82 | 36.82 | 36.82 | 36.82 | 1.00 | |
09/19/2024 | 36.88 | 36.88 | 36.88 | 36.88 | 1.00 | |
09/18/2024 | 36.39 | 36.39 | 36.39 | 36.39 | 1.00 | |
09/17/2024 | 36.51 | 36.51 | 36.51 | 36.51 | 1.00 |
About Clearbridge Appreciation Mutual Fund history
Clearbridge Appreciation investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Clearbridge is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Clearbridge Appreciation will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Clearbridge Appreciation stock prices may prove useful in developing a viable investing in Clearbridge Appreciation
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20 percent of its net assets in the equity securities of foreign issuers.
Clearbridge Appreciation Mutual Fund Technical Analysis
Clearbridge Appreciation technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Clearbridge Appreciation Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Clearbridge Appreciation's price direction in advance. Along with the technical and fundamental analysis of Clearbridge Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Clearbridge to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.1417 | |||
Jensen Alpha | 0.034 | |||
Total Risk Alpha | 0.0153 | |||
Sortino Ratio | 0.0038 | |||
Treynor Ratio | 0.1614 |
Cycle Indicators | ||
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Volume Indicators |
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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