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U.S. Markets closed

S&P Futures
5,888.50
-4.00(-0.07%)
Dow Futures
43,043.00
-126.00(-0.29%)
Nasdaq Futures
20,522.75
-19.25(-0.09%)
Russell 2000 Futures
2,244.70
-1.50(-0.07%)
Crude Oil
72.24
+0.15(+0.21%)
Gold
2,752.90
-6.90(-0.25%)

ClearBridge Dividend Strategy A (SOPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Visitors trend2W10W9M

32.35

+0.03

(+0.09%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★

Number of Years Up25

Number of Years Down6

Best 1 Yr Total Return (Oct 20, 2024)30.92%

Worst 1 Yr Total Return (Oct 20, 2024)N/A

Risk Statistics

3 Years

SOPAXCategory Average

5 Years

SOPAXCategory Average

10 Years

SOPAXCategory Average

Alpha

-0.18-0.01

-2.26-0.01

-0.9-0.01

BETA

0.830.01

0.880.01

Mean Annual Return

0.930.01

1.050.01

0.950.01

R-squared

87.260.94

90.930.95

91.240.95

Standard Deviation

15.60.17

16.720.19

13.990.15

Sharpe Ratio

0.470

0.610.01

0.690.01

Treynor Ratio

7.850.03

10.610.1

10.470.1

S&P Futures5,888.50-4.00(-0.07%)

Dow Futures43,043.00-126.00(-0.29%)

Nasdaq Futures20,522.75-19.25(-0.09%)

Russell 2000 Futures2,244.70-1.50(-0.07%)

Crude Oil72.24+0.15(+0.21%)

Gold2,752.90-6.90(-0.25%)

ClearBridge Dividend Strategy A (SOPAX)

Risk Overview

Risk Statistics

S&P Futures
5,888.50
-4.00(-0.07%)

Dow Futures
43,043.00
-126.00(-0.29%)

Nasdaq Futures
20,522.75
-19.25(-0.09%)

Russell 2000 Futures
2,244.70
-1.50(-0.07%)

Crude Oil
72.24
+0.15(+0.21%)

Gold
2,752.90
-6.90(-0.25%)