Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBPLX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C) | 5.16% | 14.17% | 14.00% | 6.38% | 9.74% | 9.92% | 7.60% | … | … |
Data as of 06/05/2026, Common starting date is 09/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBPLX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C) | 09/14/1998 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 14.17 | 14.00 | 6.38 | 9.74 | 9.92 | 7.60 | … | … | 5.16 | 11.42 | 15.94 | 13.26 | -12.59 | 14.55 | 6.16 | 29.98 | -5.82 | 18.30 | 14.20 | -5.26 | 12.03 | 24.71 | 12.68 | 6.29 | 11.32 | 23.77 | -36.04 | 6.09 | 10.91 | 3.65 | 5.94 | 33.06 | -13.87 | -4.26 | -2.81 | -15.59 | 2.21 |
| Sharpe Ratio | NA | 1.24 | 0.95 | 0.26 | 0.49 | NA | NA | … | … | 0.97 | 0.63 | 1.25 | 0.85 | -0.70 | 0.93 | 0.17 | 2.65 | -0.49 | 3.08 | 1.26 | -0.38 | 1.26 | 2.70 | 1.24 | 0.34 | 0.87 | 1.53 | -1.37 | 0.28 | 1.26 | 0.23 | 0.77 | 3.74 | -1.07 | -0.60 | -0.53 | -0.84 | 0.26 |
| Standard Deviation(%) | NA | 9.32 | 11.26 | 14.44 | 16.45 | NA | NA | … | … | 10.22 | 13.63 | 9.84 | 11.43 | 20.19 | 15.66 | 34.23 | 10.77 | 14.90 | 5.76 | 11.13 | 13.91 | 9.52 | 9.14 | 10.28 | 18.29 | 12.89 | 15.45 | 26.90 | 10.52 | 5.97 | 6.07 | 6.41 | 8.64 | 14.06 | 11.41 | 13.30 | 22.61 | 17.00 |
| Draw Down(%) | NA | 8.12 | 12.19 | 26.02 | 34.79 | NA | NA | … | … | 8.12 | 11.77 | 5.26 | 8.89 | 20.62 | 10.83 | 34.79 | 4.89 | 16.05 | 1.63 | 6.71 | 13.85 | 6.30 | 5.56 | 6.67 | 14.52 | 9.69 | 16.94 | 44.02 | 7.62 | 4.49 | 4.73 | 7.45 | 6.59 | 27.00 | 18.69 | 10.94 | 23.87 | 7.75 |
| Yield(%) | 0.00 | 12.53 | 10.62 | 6.01 | 7.03 | 7.69 | 5.80 | … | … | 0.00 | 12.98 | 9.51 | 9.01 | 0.87 | 0.10 | 0.61 | 8.14 | 5.25 | 7.26 | 2.74 | 0.80 | 1.10 | 0.99 | 1.50 | 2.23 | 2.90 | 3.63 | 3.27 | 12.51 | 10.85 | 0.00 | 0.00 | 2.65 | 3.79 | 5.86 | 7.68 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBPLX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C) |
-13.85%
Sep 1999 – Sep 2002 |
-5.99%
Feb 2004 – Feb 2009 |
-3.68%
Nov 1998 – Nov 2008 |
2.41%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBPLX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS C) |
19.16%
Feb 2009 – Feb 2012 |
17.59%
Feb 2009 – Feb 2014 |
12.89%
Feb 2009 – Feb 2019 |
11.24%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart