Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPAX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS A) | 5.25% | 14.43% | 14.75% | 10.02% | 12.07% | 11.67% | 9.11% | … | … |
Data as of 06/03/2026, Common starting date is 11/25/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPAX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS A) | 11/25/1992 | 06/03/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 14.43 | 14.75 | 10.02 | 12.07 | 11.67 | 9.11 | … | … | 5.25 | 12.27 | 16.76 | 14.13 | -8.41 | 26.35 | 7.62 | 30.97 | -5.18 | 18.92 | 15.07 | -4.63 | 12.82 | 25.62 | 13.52 | 7.14 | 12.22 | 24.76 | -35.58 | 6.95 | 11.70 | 7.12 | 9.75 | 36.62 | -12.87 | -3.60 | 6.36 | 5.82 | 6.48 | 25.17 | 20.68 | 22.50 | 3.48 | 11.65 | 2.53 |
| Sharpe Ratio | NA | 1.46 | 1.10 | 0.57 | 0.65 | NA | NA | … | … | 1.26 | 0.69 | 1.34 | 0.93 | -0.49 | 2.23 | 0.21 | 2.73 | -0.44 | 3.22 | 1.34 | -0.33 | 1.34 | 2.80 | 1.33 | 0.39 | 0.94 | 1.62 | -1.35 | 0.36 | 1.39 | 0.80 | 1.37 | 4.16 | -1.00 | -0.54 | 0.18 | 0.20 | 0.26 | 2.55 | 2.49 | 3.32 | 0.07 | 1.57 | 5.65 |
| Standard Deviation(%) | NA | 9.27 | 11.33 | 13.65 | 16.12 | NA | NA | … | … | 10.30 | 13.70 | 9.84 | 11.42 | 19.98 | 11.83 | 34.30 | 10.81 | 14.94 | 5.69 | 11.08 | 13.94 | 9.54 | 9.13 | 10.20 | 18.34 | 12.91 | 15.25 | 26.89 | 10.52 | 5.98 | 6.03 | 6.38 | 8.63 | 14.05 | 11.36 | 12.16 | 12.42 | 11.47 | 8.41 | 6.78 | 5.59 | 5.95 | 6.03 | 4.88 |
| Draw Down(%) | NA | 8.04 | 11.96 | 19.31 | 34.72 | NA | NA | … | … | 8.04 | 11.67 | 5.26 | 8.72 | 19.31 | 4.35 | 34.72 | 4.85 | 15.95 | 1.72 | 6.63 | 13.61 | 6.25 | 5.49 | 6.53 | 14.38 | 9.52 | 16.85 | 43.64 | 7.55 | 4.46 | 4.27 | 6.28 | 6.44 | 26.39 | 18.30 | 5.58 | 11.97 | 15.81 | 5.64 | 3.96 | 2.96 | 5.98 | 3.50 | 0.58 |
| Yield(%) | 0.00 | 13.03 | 11.23 | 9.20 | 9.89 | 10.82 | 7.77 | … | … | 0.26 | 13.48 | 10.13 | 9.62 | 4.91 | 11.58 | 1.85 | 8.90 | 5.86 | 7.76 | 3.42 | 1.44 | 1.82 | 1.74 | 2.27 | 3.01 | 3.72 | 4.88 | 3.39 | 13.02 | 11.56 | 3.22 | 3.40 | 5.74 | 4.92 | 6.65 | 16.76 | 20.65 | 9.93 | 8.56 | 8.01 | 8.47 | 8.10 | 8.18 | 1.40 |
Data as of 06/03/2026, Common starting date is 11/25/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPAX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS A) |
-11.92%
Feb 2006 – Feb 2009 |
-4.36%
Feb 2004 – Feb 2009 |
0.99%
Feb 1999 – Feb 2009 |
5.13%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPAX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS A) |
23.32%
Mar 1995 – Mar 1998 |
18.52%
Feb 2009 – Feb 2014 |
13.71%
Feb 2009 – Feb 2019 |
13.07%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart