# ClearBridge Appreciation IS (LMESX)

> Source: Nexqual · https://nexqual.com/LMESX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, ClearBridge Appreciation IS (LMESX), nexqual.com/LMESX" · informational, not investment advice.

**Price:** USD 37.55 (-0.42% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 37.55 · day 37.55–37.55 · 52w 32.43–40.01 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +9.3% vs S&P 500 +13.4%; 5Y +65.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +9.3% | +65.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.4% | +10.7% |
| Volatility (annualized) | 10.9% | 14.4% |
| Max drawdown | -8.7% (Jan 2026→Mar 2026) | -20.0% (Dec 2021→Sep 2022) |

## Peers
LMOIX (ClearBridge Small Cap Growth Fu) USD 39.32 +0.00% · CSMUX (Carillon Scout Mid Cap Fund Cla) USD 26.34 -0.00% · CSFZX (Cohen & Steers Global Realty Sh) USD 55.97 -0.00% · RIGGX (International Growth and Income) USD 47.87 +0.00% · BDOKX (iShares MSCI Total Internationa) USD 14.14 -0.00%

## More
Full page: https://nexqual.com/LMESX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt