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    More On SOPAX


    ClearBridge Equity Income A (SOPAX)

    20.39 Up 0.10(0.49%) Dec 19

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:12.91%
    5-Year Average Return:14.55%
    Number of Years Up:18
    Number of Years Down:3
    Best 1 Yr Total Return (2003-12-31):36.19%
    Worst 1 Yr Total Return (2008-12-31):-35.59%
    Best 3-Yr Total Return (N/A):16.98%
    Worst 3-Yr Total Return (N/A):-8.42%
    Load Adjusted Returns 
    1-Year:8.28%
    3-Year:15.94%
    5-Year:13.20%
    10-Year:6.79%
    Trailing Returns (%) vs. Benchmarks 
    ReturnSOPAXCategoryDiffIndex*Diff
    Year To Date12.91N/AN/AN/AN/A
    1-Month2.37N/AN/AN/AN/A
    3-Month3.80N/AN/AN/AN/A
    1-Year14.89N/AN/AN/AN/A
    3-Year18.26N/AN/AN/AN/A
    5-Year14.55N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)20.98N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-11.52N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearSOPAXCategoryDiff
    2014N/AN/AN/A
    2013
     
    25.61N/AN/A
    2012
     
    13.51N/AN/A
    2011
     
    7.14N/AN/A
    2010
     
    12.22N/AN/A
    2009
     
    24.77N/AN/A
    2008
     
    -35.59N/AN/A
    2007
     
    6.77N/AN/A
    2006
     
    11.69N/AN/A
    2005
     
    7.11N/AN/A
    2004
     
    9.75N/AN/A
    2003
     
    36.19N/AN/A
    2002
     
    -13.25N/AN/A
    2001
     
    -3.65N/AN/A
    2000
     
    6.46N/AN/A
    1999
     
    5.51N/AN/A
    1998
     
    6.21N/AN/A
    1997
     
    25.20N/AN/A
    1996
     
    20.67N/AN/A
    1995
     
    22.42N/AN/A
    1994
     
    3.44N/AN/A
    1993
     
    11.76N/AN/A
    Past Quarterly Returns (%) for SOPAX 
    Q1Q2Q3Q4
    20141.774.930.17N/A
    201310.961.413.417.94
    20128.39-0.205.21-0.27
    20114.861.13-9.6711.85
    20102.60-7.6910.976.78
    2009-5.3214.657.876.56
    2008-8.242.12-12.87-21.12
    20071.725.271.32-1.59
    20064.40-1.572.156.40
    2005-2.114.224.670.31
    20042.72-0.930.227.61
    20033.1413.783.4012.23
    2002-0.85-10.62-11.8311.02
    2001-1.051.69-11.698.44
    20002.873.501.21-1.22
    1999-2.055.36-5.408.09
    19986.500.86-9.839.65
    19973.1310.296.892.98
    19964.873.271.809.46
    19955.056.145.544.03
    1994-0.631.921.800.33
    19933.411.454.801.65
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date13N/A
    1-Month34N/A
    3-Month9N/A
    6-Month12N/A
    1-Year21N/A
    3-Year65N/A
    5-YearN/A