Nasdaq - Delayed Quote USD
ClearBridge Dividend Strategy C (SBPLX)
28.23
+1.71
+(6.45%)
At close: 8:04:07 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.52% |
| 5y Average Return | 12.03% |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 8, 2025) | 29.98% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 29.98% |
| Worst 3Y Total Return | 6.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SBPLX
Category
- YTD
- 0.93%
- 4.44%
- 1-Month
- -1.84%
- -4.04%
- 3-Month
- 0.93%
- 4.09%
- 1-Year
- 8.94%
- 14.37%
- 3-Year
- 6.92%
- 6.04%
- 5-Year
- 15.68%
- 9.20%
- 10-Year
- 9.88%
- 8.57%
- Last Bull Market
- 17.43%
- 22.97%
- Last Bear Market
- -10.95%
- -11.27%
Annual Total Return (%) History
Year
SBPLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.93% | -- | -- | -- |
| 2024 | 7.34% | -0.59% | 8.10% | 0.44% |
| 2023 | 1.07% | 6.97% | -4.46% | 9.58% |
| 2022 | -1.52% | -10.95% | -7.54% | 12.17% |
| 2021 | 4.92% | 7.28% | 0.57% | 10.94% |
| 2020 | -22.03% | 15.53% | 7.39% | 10.46% |
| 2019 | 12.95% | 5.33% | 3.07% | 6.01% |
| 2018 | -3.67% | 1.70% | 6.08% | -9.37% |
| 2017 | 4.37% | 3.38% | 3.93% | 5.51% |
| 2016 | 5.16% | 3.03% | 1.86% | 3.48% |
| 2015 | -1.30% | -2.45% | -6.73% | 5.51% |
| 2014 | 1.61% | 4.76% | -0.01% | 5.24% |
| 2013 | 10.76% | 1.19% | 3.28% | 7.74% |
| 2012 | 8.22% | -0.40% | 4.93% | -0.38% |
| 2011 | 4.63% | 0.94% | -9.81% | 11.58% |
| 2010 | 2.43% | -7.84% | 10.67% | 6.56% |
| 2009 | -5.51% | 14.33% | 7.73% | 6.33% |
| 2008 | -8.38% | 1.86% | -12.97% | -21.31% |
| 2007 | 1.49% | 5.08% | 1.16% | -1.77% |
| 2006 | 4.21% | -1.77% | 1.97% | 6.24% |
| 2005 | -2.23% | 4.00% | 4.41% | 0.12% |
| 2004 | 2.49% | -1.10% | 0.04% | 7.33% |
| 2003 | 2.91% | 13.59% | 3.20% | 12.05% |
| 2002 | -0.99% | -10.79% | -12.03% | 10.82% |
| 2001 | -1.20% | 1.48% | -11.85% | 8.23% |
| 2000 | 2.71% | 3.29% | 0.97% | -1.43% |
| 1999 | -2.25% | 5.18% | -5.55% | 7.84% |
| 1998 | -9.99% | 9.41% | -- | -- |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 21 |
| 3-Month | 62 |
| 1-Year | 24 |
| 3-Year | 52 |
| 5-Year | 66 |
Load Adjusted Returns
| 1-Year | 7.94% |
| 3-Year | 6.92% |
| 5-Year | 15.68% |
| 10-Year | 9.88% |
Performance & Risk
| YTD Return | -8.52% |
| 5y Average Return | 12.03% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 8.27B |
| YTD Return | 0.93% |
| Yield | 0.48% |
| Morningstar Rating | |
| Inception Date | May 16, 2013 |
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.
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