Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPYX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I) | 5.91% | 15.41% | 15.25% | 7.60% | 10.93% | 11.11% | 8.74% | … | … |
Data as of 06/04/2026, Common starting date is 02/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPYX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I) | 02/15/1996 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 15.41 | 15.25 | 7.60 | 10.93 | 11.11 | 8.74 | … | … | 5.91 | 12.56 | 17.09 | 14.45 | -11.56 | 16.19 | 7.27 | 31.34 | -4.85 | 19.27 | 15.37 | -4.32 | 13.17 | 26.06 | 13.88 | 7.51 | 12.48 | 25.03 | -35.31 | 7.34 | 10.18 | 3.89 | 6.36 | 33.09 | -13.11 | -3.30 | 6.74 | 5.08 | 4.00 | 23.67 | 15.10 |
| Sharpe Ratio | NA | 1.46 | 1.12 | 0.36 | 0.57 | NA | NA | … | … | 1.22 | 0.71 | 1.39 | 0.95 | -0.65 | 1.05 | 0.20 | 2.76 | -0.42 | 3.24 | 1.37 | -0.31 | 1.38 | 2.84 | 1.37 | 0.41 | 0.96 | 1.63 | -1.35 | 0.40 | 1.12 | 0.27 | 0.83 | 3.71 | -1.01 | -0.51 | 0.21 | 0.14 | 0.05 | 2.29 | 1.76 |
| Standard Deviation(%) | NA | 9.24 | 11.28 | 14.36 | 16.42 | NA | NA | … | … | 10.20 | 13.70 | 9.72 | 11.43 | 20.17 | 15.37 | 34.22 | 10.81 | 14.93 | 5.78 | 11.08 | 13.90 | 9.55 | 9.17 | 10.21 | 18.24 | 12.90 | 15.30 | 26.82 | 10.51 | 6.05 | 6.09 | 6.49 | 8.73 | 14.07 | 11.41 | 12.13 | 12.55 | 11.54 | 8.68 | 7.80 |
| Draw Down(%) | NA | 8.03 | 11.88 | 25.03 | 34.72 | NA | NA | … | … | 8.03 | 11.63 | 5.22 | 8.65 | 19.96 | 10.42 | 34.72 | 4.87 | 15.86 | 1.74 | 6.64 | 13.49 | 6.22 | 5.43 | 6.46 | 14.24 | 9.65 | 16.76 | 43.43 | 7.53 | 4.64 | 4.71 | 7.16 | 6.64 | 26.48 | 18.15 | 5.39 | 11.86 | 17.11 | 5.61 | 3.94 |
| Yield(%) | 0.00 | 12.45 | 11.01 | 6.61 | 8.00 | 9.14 | 6.83 | … | … | 0.00 | 13.19 | 10.03 | 9.56 | 1.72 | 1.24 | 1.48 | 9.00 | 6.02 | 7.87 | 3.65 | 1.72 | 2.13 | 2.06 | 2.57 | 3.28 | 3.79 | 5.36 | 3.40 | 13.19 | 10.06 | 0.00 | 0.00 | 2.71 | 4.60 | 6.94 | 16.87 | 19.69 | 7.28 | 7.09 | 6.85 |
Data as of 06/04/2026, Common starting date is 02/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPYX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I) |
-11.91%
Feb 2006 – Feb 2009 |
-5.53%
Feb 2004 – Feb 2009 |
0.05%
Feb 1999 – Feb 2009 |
4.37%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPYX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I) |
20.43%
Feb 2009 – Feb 2012 |
18.85%
Feb 2009 – Feb 2014 |
14.04%
Feb 2009 – Feb 2019 |
12.42%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart