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CEM: Clearbridge Energy MLP Closed Fund (CEF)
Basic Info
| Asset Class: | Energy Limited Partnership |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 06/28/2010 |
| Last Dividend Date: | 08/14/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 08/29/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | -94.3 | -54.9 | -22.9 | -11.2 | -5.0 | -5.0 | 33.2 | -94.8 | 37.9 | 42.3 | 75.9 | 66.5 | 20.0 | -24.8 | 7.8 | 13.2 | -40.7 | 7.4 | 25.2 | 9.4 | 9.0 | 11.7 |
| Sharpe Ratio | NA | -0.29 | -0.3 | -0.17 | -0.1 | NA | -0.06 | 1.5 | -0.3 | 1.42 | 1.07 | 2.34 | 0.32 | 1.0 | -0.93 | 0.34 | 0.29 | -1.02 | 0.39 | 1.52 | 0.67 | 0.39 | 1.64 |
| Draw Down(%) | NA | 96.6 | 96.6 | 96.6 | 96.6 | NA | 96.6 | 18.5 | 96.6 | 16.1 | 27.8 | 21.9 | 92.9 | 17.2 | 38.5 | 24.2 | 37.6 | 50.5 | 18.7 | 11.1 | 12.3 | 20.1 | 5.6 |
| Standard Deviation(%) | NA | 335.8 | 193.0 | 151.1 | 126.8 | NA | 103.5 | 34.1 | 331.6 | 24.3 | 38.3 | 32.4 | 206.1 | 18.6 | 28.4 | 21.5 | 45.2 | 39.8 | 18.9 | 16.5 | 14.1 | 22.7 | 14.5 |
| Treynor Ratio | NA | 0.46 | 1.55 | -1.03 | -0.18 | NA | -0.09 | 1.72 | 0.2 | 0.34 | 0.48 | 0.6 | 0.65 | 0.25 | -0.28 | 0.07 | 0.07 | -0.46 | 0.11 | 0.4 | 0.17 | 0.17 | 1.68 |
| Alpha | NA | 1.04 | 0.38 | 0.3 | 0.25 | NA | 0.17 | 0.17 | 1.24 | 0.04 | 0.23 | 0.11 | 1.3 | 0.0 | -0.09 | -0.04 | 0.0 | -0.18 | 0.0 | 0.02 | 0.01 | 0.03 | 0.07 |
| Beta | NA | -2.13 | -0.38 | 0.24 | 0.68 | NA | 0.65 | 0.3 | -4.92 | 1.01 | 0.86 | 1.26 | 1.01 | 0.74 | 0.95 | 1.06 | 1.95 | 0.88 | 0.71 | 0.63 | 0.55 | 0.51 | 0.14 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.04 | 0.02 | 0.29 | 0.3 | 0.26 | 0.01 | 0.25 | 0.34 | 0.11 | 0.32 | 0.12 | 0.18 | 0.18 | 0.25 | 0.28 | 0.02 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 6.5 | 6.5 | 6.6 | 3.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 6.1 | 3.2 | 103.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1987
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See Energy Limited Partnership Asset Class Trend Rankings |
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