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ClearBridge Dividend Strategy C (SBPLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.00-0.05 (-0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.32%
5-year average return10.14%
Number of years up19
Number of years down6
Best 1-yr total return (13 Jun 2024)29.98%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return29.98%
Worst 3-yr total return6.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBPLXCategory
YTD5.99%5.31%
1-month3.03%-4.19%
3-month2.17%3.90%
1-year18.34%20.31%
3-year6.79%6.48%
5-year11.18%11.78%
10-year9.39%10.96%
Last bull market18.65%25.56%
Last bear market-10.95%-15.11%

Annual total return (%) history

Year
SBPLXCategory
2024
N/AN/A
2023
13.19%22.32%
2022
-9.05%-16.96%
2021
25.58%26.07%
2020
6.86%15.83%
2019
29.98%28.78%
2018
-5.82%-6.27%
2017
18.31%20.44%
2016
14.20%10.37%
2015
-5.25%-1.07%
2014
12.03%10.96%
2013
24.71%31.50%
2012
12.67%14.96%
2011
6.28%-1.27%
2010
11.31%14.01%
2009
23.75%28.17%
2008
-36.09%-37.79%
2007
5.98%6.16%
2006
10.91%14.17%
2005
6.29%5.88%
2004
8.82%10.02%
2003
35.18%27.05%
2002
-13.89%-22.25%
2001
-4.35%-13.50%
2000
5.58%-6.31%
1999
4.73%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
20231.07%6.97%-4.46%9.58%
2022-1.52%-10.95%-7.54%12.17%
20214.92%7.28%0.57%10.94%
2020-22.03%15.53%7.39%10.46%
201912.95%5.33%3.07%6.01%
2018-3.67%1.70%6.08%-9.37%
20174.37%3.38%3.93%5.51%
20165.16%3.03%1.86%3.48%
2015-1.30%-2.45%-6.73%5.51%
20141.61%4.76%-0.01%5.24%
201310.76%1.19%3.28%7.74%
20128.22%-0.40%4.93%-0.38%
20114.63%0.94%-9.81%11.58%
20102.43%-7.84%10.67%6.56%
2009-5.51%14.33%7.73%6.33%
2008-8.38%1.86%-12.97%-21.31%
20071.49%5.08%1.16%-1.77%
20064.21%-1.77%1.97%6.24%
2005-2.23%4.00%4.41%0.12%
20042.49%-1.10%0.04%7.33%
20032.91%13.59%3.20%12.05%
2002-0.99%-10.79%-12.03%10.82%
2001-1.20%1.48%-11.85%8.23%
20002.71%3.29%0.97%-1.43%
1999-2.25%5.18%-5.55%7.84%
1998-9.99%9.41%N/AN/A

Rank in category (by total return)

YTD85
1-month82
3-month76
1-year89
3-year72
5-year90

Load adjusted returns

1-year17.34%
3-year6.79%
5-year11.18%
10-year9.39%