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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

Risk overview

Morningstar risk rating★★

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

Risk statistics

3 years

SOPAXCategory average

5 years

SOPAXCategory average

10 years

SOPAXCategory average

Alpha

-0.95-0.01

-2.03-0.01

-1.08-0.01

BETA

0.830.01

0.890.01

0.880.01

Mean annual return

0.710.01

1.060.01

0.890.01

R-squared

88.490.94

91.740.95

91.850.95

Standard deviation

15.730.17

16.850.19

14.030.15

Sharpe ratio

0.340

0.620.01

0.650.01

Treynor ratio

5.160.03

10.950.1

9.760.1