Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPTX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS B) | NA | 19.70% | 9.51% | 11.68% | 7.77% | 9.10% | 6.46% | … | … |
Data as of 02/12/2018, Common starting date is 10/18/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPTX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS B) | 10/18/1985 | 02/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.70 | 9.51 | 11.68 | 7.77 | 9.10 | 6.46 | … | … | 3.84 | 17.87 | 13.88 | -5.31 | 11.90 | 24.79 | 12.79 | 6.38 | 12.29 | 23.89 | -35.95 | 6.39 | 11.04 | 6.62 | 9.18 | 35.69 | -13.59 | -4.10 | 5.81 | 5.21 | 5.90 | 24.57 | 20.12 | 21.87 | 2.93 | 10.63 | 12.23 | 28.98 | -3.14 | 17.37 | 17.73 | -18.17 | 4.10 | 6.28 |
| Sharpe Ratio | NA | 3.27 | 0.87 | 1.12 | 0.52 | NA | NA | … | … | 5.05 | 3.02 | 1.23 | -0.38 | 1.25 | 2.70 | 1.26 | 0.35 | 0.94 | 1.56 | -1.37 | 0.31 | 1.27 | 0.72 | 1.28 | 4.04 | -1.05 | -0.58 | 0.13 | 0.15 | 0.21 | 2.47 | 2.41 | 3.21 | -0.02 | 1.46 | 1.45 | 2.71 | -0.65 | 1.64 | 1.04 | -0.90 | -0.03 | 6.84 |
| Standard Deviation(%) | NA | 5.99 | 10.55 | 10.22 | 14.41 | NA | NA | … | … | 7.47 | 5.73 | 11.10 | 13.92 | 9.54 | 9.18 | 10.19 | 18.33 | 12.94 | 15.30 | 26.88 | 10.51 | 6.02 | 6.01 | 6.39 | 8.65 | 14.06 | 11.41 | 12.17 | 12.51 | 11.51 | 8.43 | 6.76 | 5.57 | 5.96 | 5.75 | 6.67 | 9.21 | 13.16 | 6.97 | 12.25 | 24.76 | 8.45 | 4.48 |
| Draw Down(%) | NA | 1.88 | 13.94 | 14.11 | 43.83 | NA | NA | … | … | 1.88 | 1.64 | 6.73 | 13.94 | 6.26 | 5.52 | 6.63 | 14.54 | 9.15 | 16.88 | 43.92 | 7.63 | 4.49 | 4.33 | 6.33 | 6.55 | 26.81 | 18.62 | 5.72 | 12.03 | 15.90 | 5.68 | 3.96 | 3.00 | 6.06 | 3.56 | 3.69 | 3.94 | 20.14 | 5.11 | 6.59 | 30.57 | 5.85 | 0.60 |
| Yield(%) | 0.00 | 6.77 | 3.35 | 3.02 | 2.81 | 5.46 | 4.53 | … | … | 0.00 | 6.89 | 2.35 | 0.65 | 0.94 | 0.98 | 1.56 | 2.37 | 3.77 | 3.97 | 3.31 | 12.67 | 11.09 | 2.78 | 2.95 | 4.88 | 4.13 | 6.10 | 16.33 | 20.21 | 9.82 | 8.11 | 7.52 | 7.92 | 7.57 | 7.23 | 8.12 | 9.64 | 4.01 | 9.67 | 5.84 | 1.84 | 2.60 | 1.24 |
Data as of 02/12/2018, Common starting date is 10/18/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPTX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS B) |
-12.41%
Feb 2006 – Feb 2009 |
-4.88%
Feb 2004 – Feb 2009 |
0.40%
Feb 1999 – Feb 2009 |
4.55%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPTX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS B) |
22.70%
Mar 1995 – Mar 1998 |
17.88%
Feb 2009 – Feb 2014 |
15.59%
Nov 1987 – Nov 1997 |
11.53%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart