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ClearBridge Dividend Strategy A (SOPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.81-0.18 (-0.60%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.35%
5-year average return10.94%
Number of years up25
Number of years down6
Best 1-yr total return (24 June 2024)30.92%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return30.92%
Worst 3-yr total return7.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSOPAXCategory
YTD6.27%5.31%
1-month3.11%-4.19%
3-month2.34%3.90%
1-year19.18%20.31%
3-year7.57%6.48%
5-year11.97%11.78%
10-year10.16%10.96%
Last bull market19.02%25.56%
Last bear market-10.79%-15.11%

Annual total return (%) history

Year
SOPAXCategory
2024
N/AN/A
2023
14.05%22.32%
2022
-8.40%-16.96%
2021
26.48%26.07%
2020
7.62%15.83%
2019
30.92%28.78%
2018
-5.16%-6.27%
2017
19.12%20.44%
2016
15.03%10.37%
2015
-4.63%-1.07%
2014
12.81%10.96%
2013
25.61%31.50%
2012
13.51%14.96%
2011
7.14%-1.27%
2010
12.22%14.01%
2009
24.77%28.17%
2008
-35.59%-37.79%
2007
6.77%6.16%
2006
11.69%14.17%
2005
7.11%5.88%
2004
9.75%10.02%
2003
36.19%27.05%
2002
-13.25%-22.25%
2001
-3.65%-13.50%
2000
6.46%-6.31%
1999
5.51%20.16%
1998
6.21%22.39%
1997
25.20%28.37%
1996
20.67%20.76%
1995
22.42%32.35%
1994
3.44%-0.93%
1993
11.76%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.53%N/AN/AN/A
20231.24%7.19%-4.30%9.82%
2022-1.35%-10.79%-7.37%12.37%
20215.11%7.47%0.74%11.15%
2020-21.90%15.76%7.56%10.68%
201913.18%5.50%3.22%6.22%
2018-3.47%1.85%6.22%-9.19%
20174.54%3.56%4.11%5.69%
20165.36%3.21%2.05%3.65%
2015-1.12%-2.30%-6.52%5.61%
20141.77%4.93%0.17%5.46%
201310.96%1.41%3.41%7.94%
20128.39%-0.20%5.21%-0.27%
20114.86%1.13%-9.67%11.85%
20102.60%-7.69%10.97%6.78%
2009-5.32%14.65%7.87%6.56%
2008-8.24%2.12%-12.87%-21.12%
20071.72%5.27%1.32%-1.59%
20064.40%-1.57%2.15%6.40%
2005-2.11%4.22%4.67%0.31%
20042.72%-0.93%0.22%7.61%
20033.14%13.78%3.40%12.23%
2002-0.85%-10.62%-11.83%11.02%
2001-1.05%1.69%-11.69%8.44%
20002.87%3.50%1.21%-1.22%
1999-2.05%5.36%-5.40%8.09%
19986.50%0.86%-9.83%9.65%
19973.13%10.29%6.89%2.98%
19964.87%3.27%1.80%9.46%
19955.05%6.14%5.54%4.03%
1994-0.63%1.92%1.80%0.33%
19933.41%1.45%4.80%1.65%

Rank in category (by total return)

YTD84
1-month81
3-month73
1-year87
3-year62
5-year85

Load adjusted returns

1-year12.63%
3-year5.56%
5-year10.71%
10-year9.54%