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 Dow Down0.16% Nasdaq Up0.40%

ClearBridge Equity Income A (SOPAX)

19.52 Down 0.01(0.05%) Jul 23

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:6.79%
5-Year Average Return:16.04%
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:12.34%
3-Year:13.18%
5-Year:14.68%
10-Year:6.68%
Trailing Returns (%) vs. Benchmarks 
ReturnSOPAXCategoryDiffIndex*Diff
Year To Date6.79N/AN/AN/AN/A
1-Month1.63N/AN/AN/AN/A
3-Month4.93N/AN/AN/AN/A
1-Year19.19N/AN/AN/AN/A
3-Year15.43N/AN/AN/AN/A
5-Year16.04N/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
20141.774.93N/AN/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 Date56N/A
1-Month84N/A
3-Month38N/A
6-Month56N/A
1-Year90N/A
3-Year43N/A
5-YearN/A