Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEMOX (ClearBridge Energy MLP Opportunity Fund Inc) | 21.60% | 22.35% | 28.90% | 23.44% | -12.54% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEMOX (ClearBridge Energy MLP Opportunity Fund Inc) | 06/16/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 22.35 | 28.90 | 23.44 | -12.54 | NA | NA | … | … | 21.60 | 3.19 | 46.09 | 20.89 | 27.15 | 63.97 | -92.25 | 11.13 | -26.20 | -14.52 | 4.26 | -43.92 | 8.36 | 25.60 | -0.81 | 5.13 |
| Sharpe Ratio | NA | 1.51 | 1.38 | 0.84 | -0.20 | NA | NA | … | … | 3.63 | 0.01 | 2.40 | 0.80 | 0.65 | 1.99 | -0.44 | 0.44 | -1.03 | -0.91 | 0.08 | -1.18 | 0.46 | 2.17 | -0.08 | 0.34 |
| Standard Deviation(%) | NA | 14.87 | 19.36 | 26.24 | 70.76 | NA | NA | … | … | 16.33 | 21.76 | 17.67 | 21.65 | 39.56 | 32.14 | 209.69 | 22.16 | 26.95 | 16.74 | 53.21 | 37.31 | 18.33 | 11.79 | 11.49 | 28.21 |
| Draw Down(%) | NA | 8.12 | 17.63 | 28.79 | 96.70 | NA | NA | … | … | 6.58 | 17.63 | 11.20 | 15.50 | 28.79 | 20.01 | 95.21 | 22.85 | 39.09 | 28.19 | 48.57 | 55.04 | 19.01 | 8.19 | 13.64 | 18.59 |
| Yield(%) | 0.00 | 8.46 | 10.54 | 10.21 | 2.65 | 2.03 | 1.52 | … | … | 3.67 | 8.06 | 8.58 | 7.16 | 6.73 | 8.28 | 1.94 | 3.47 | 0.65 | 0.62 | 0.00 | 0.00 | 5.87 | 3.37 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEMOX (ClearBridge Energy MLP Opportunity Fund Inc) |
-65.46%
Sep 2017 – Sep 2020 |
-50.34%
Jul 2015 – Jul 2020 |
-23.40%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEMOX (ClearBridge Energy MLP Opportunity Fund Inc) |
54.15%
Sep 2020 – Sep 2023 |
41.66%
Sep 2020 – Sep 2025 |
-10.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart