NasdaqGM - Delayed Quote USD

ClearBridge Dividend Strategy ESG ETF (YLDE)

45.56 -0.09 (-0.20%)
At close: April 25 at 4:00 PM EDT

ETF Summary

Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance ("ESG") criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.

Risk Overview

Performance & Risk

YTD Return 3.25%
5y Average Return 10.38%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
YLDECategory AverageYLDECategory AverageYLDECategory Average
Alpha -0.64 -1.1 -1.36 -0.96 0 -1.2
BETA 0.87 0.95 0.88 0.98 0 0.99
Mean Annual Return 0.88 0.91 1.06 1.21 0 1.01
R-squared 89.84 93.93 92.58 95.16 0 95.05
Standard Deviation 16.16 17.33 16.72 18.46 0 15.4
Sharpe Ratio 0.48 0.46 0.63 0.67 0 0.69
Treynor Ratio 7.75 7.21 11.17 11.73 0 10.12

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