ClearBridge Dividend Strategy Fund A (SOPAX)

29.70 +0.13 (+0.44%) USD  |  Jan 03 2025
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SOPAX 1 Year Total Returns (Daily): 17.16% for Jan. 3, 2025

1 Year Total Returns (Daily) Chart

Sep '18
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Hartford Dividend and Growth Fund A 13.25%
Columbia Dividend Income Fund A 15.75%
Lord Abbett Affiliated Fund A 19.24%
AB Equity Income Fund A 19.36%
Franklin Equity Income Fund A 18.95%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -3.11%
3 Month Total Returns (Daily) 1.49%
6 Month Total Returns (Daily) 8.65%
Annualized 3 Year Total Returns (Daily) 6.87%
Annualized 5 Year Total Returns (Daily) 10.73%
Annualized 10 Year Total Returns (Daily) 10.44%
Annualized 15 Year Total Returns (Daily) 11.64%
Annualized Total Returns Since Inception (Daily) 9.34%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:SOPAX", "one_year_total_return")
Last 5 Data Points: =YCS("M:SOPAX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.