# ClearBridge Dividend Strategy A (SOPAX)

> Source: Nexqual · https://nexqual.com/SOPAX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, ClearBridge Dividend Strategy A (SOPAX), nexqual.com/SOPAX" · informational, not investment advice.

**Price:** USD 31.96 (-0.65% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 32.17 · day 31.96–31.96 · 52w 28.58–32.44 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +13.8% vs S&P 500 +13.4%; 5Y +59.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +13.8% | +59.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +13.9% | +9.8% |
| Volatility (annualized) | 9.7% | 13.3% |
| Max drawdown | -8.0% (Feb 2026→Mar 2026) | -18.5% (Dec 2021→Sep 2022) |

## Peers
SHAPX (ClearBridge Appreciation Fund C) USD 37.66 -0.42% · SHRAX (ClearBridge Aggressive Growth F) USD 91.51 -0.13% · SBMAX (ClearBridge Mid Cap Fund Class ) USD 32.91 -0.45% · SBLGX (ClearBridge Large Cap Growth Fd) USD 60.92 +0.00% · SGVAX (Western Asset Mortgage Total Re) USD 7.95 +0.00%

## More
Full page: https://nexqual.com/SOPAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt