Clearbridge Dividend Strategy Fund Market Value
| SBPLX Fund | USD 29.56 0.21 0.71% |
| Symbol | Clearbridge |
Clearbridge Dividend 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Clearbridge Dividend's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Clearbridge Dividend.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Clearbridge Dividend on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Clearbridge Dividend Strategy or generate 0.0% return on investment in Clearbridge Dividend over 90 days. Clearbridge Dividend is related to or competes with T Rowe, Touchstone Ohio, Rbc Bluebay, Ambrus Core, Multisector Bond, Transamerica Intermediate, and T Rowe. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus borrowings for investment p... More
Clearbridge Dividend Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Clearbridge Dividend's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Clearbridge Dividend Strategy upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.622 | |||
| Information Ratio | 0.12 | |||
| Maximum Drawdown | 13.21 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 1.03 |
Clearbridge Dividend Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Dividend's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Clearbridge Dividend's standard deviation. In reality, there are many statistical measures that can use Clearbridge Dividend historical prices to predict the future Clearbridge Dividend's volatility.| Risk Adjusted Performance | 0.1481 | |||
| Jensen Alpha | 0.2554 | |||
| Total Risk Alpha | 0.1124 | |||
| Sortino Ratio | 0.299 | |||
| Treynor Ratio | 2.06 |
Clearbridge Dividend February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1481 | |||
| Market Risk Adjusted Performance | 2.07 | |||
| Mean Deviation | 0.6553 | |||
| Downside Deviation | 0.622 | |||
| Coefficient Of Variation | 562.39 | |||
| Standard Deviation | 1.55 | |||
| Variance | 2.4 | |||
| Information Ratio | 0.12 | |||
| Jensen Alpha | 0.2554 | |||
| Total Risk Alpha | 0.1124 | |||
| Sortino Ratio | 0.299 | |||
| Treynor Ratio | 2.06 | |||
| Maximum Drawdown | 13.21 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 1.03 | |||
| Downside Variance | 0.3869 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.84) | |||
| Skewness | 6.38 | |||
| Kurtosis | 47.84 |
Clearbridge Dividend Backtested Returns
Clearbridge Dividend appears to be very steady, given 3 months investment horizon. Clearbridge Dividend secures Sharpe Ratio (or Efficiency) of 0.18, which signifies that the fund had a 0.18 % return per unit of standard deviation over the last 3 months. We have found twenty-five technical indicators for Clearbridge Dividend Strategy, which you can use to evaluate the volatility of the entity. Please makes use of Clearbridge Dividend's risk adjusted performance of 0.1481, and Mean Deviation of 0.6553 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Clearbridge Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Dividend is expected to be smaller as well.
Auto-correlation | 0.59 |
Modest predictability
Clearbridge Dividend Strategy has modest predictability. Overlapping area represents the amount of predictability between Clearbridge Dividend time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Clearbridge Dividend price movement. The serial correlation of 0.59 indicates that roughly 59.0% of current Clearbridge Dividend price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.75 | |
| Residual Average | 0.0 | |
| Price Variance | 0.11 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Dividend financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Dividend security.
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