Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YLDE (ClearBridge Dividend Strategy ESG ETF) | 5.06% | 15.03% | 14.61% | 9.86% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YLDE (ClearBridge Dividend Strategy ESG ETF) | 05/30/2017 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 15.03 | 14.61 | 9.86 | NA | NA | NA | … | … | 5.06 | 13.09 | 16.45 | 15.69 | -8.57 | 22.13 | 9.88 | 32.45 | -5.75 | 10.55 |
| Sharpe Ratio | NA | 1.31 | 1.03 | 0.53 | NA | NA | NA | … | … | 0.86 | 0.75 | 1.29 | 1.06 | -0.50 | 1.96 | 0.29 | 3.01 | -0.54 | 3.53 |
| Standard Deviation(%) | NA | 9.34 | 11.27 | 13.51 | NA | NA | NA | … | … | 9.89 | 13.64 | 9.94 | 11.46 | 19.88 | 11.30 | 33.11 | 10.30 | 13.14 | 5.01 |
| Draw Down(%) | NA | 7.60 | 11.42 | 20.22 | NA | NA | NA | … | … | 7.60 | 11.03 | 5.61 | 8.95 | 20.22 | 4.56 | 33.24 | 5.01 | 13.64 | 0.94 |
| Yield(%) | 0.00 | 7.47 | 4.83 | 3.61 | 3.62 | 2.41 | 1.81 | … | … | 2.72 | 6.07 | 1.93 | 1.87 | 1.51 | 1.41 | 1.16 | 2.12 | 2.07 | 1.43 |
Data as of 06/11/2026, Common starting date is 05/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YLDE (ClearBridge Dividend Strategy ESG ETF) |
4.81%
Sep 2019 – Sep 2022 |
7.81%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YLDE (ClearBridge Dividend Strategy ESG ETF) |
21.13%
Dec 2018 – Dec 2021 |
16.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart