# ClearBridge Dividend Strategy I (SOPYX)

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

**Price:** USD 33.58 (-0.62% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 33.58 · day 33.58–33.58 · 52w 30.01–33.91 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.1% vs S&P 500 +13.4%; 5Y +61.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.1% | +61.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.1% | +10.1% |
| Volatility (annualized) | 9.7% | 13.2% |
| Max drawdown | -8.0% (Feb 2026→Mar 2026) | -18.4% (Dec 2021→Sep 2022) |

## Peers
MRFIX (MFS Series Trust V  - MFS Resea) USD 63.39 +0.00% · LSGRX (Loomis Sayles Funds  - Growth F) USD 33.23 +0.00% · AMRFX (American Mutual Fund, Class F-2) USD 64.59 +0.00% · SAPYX (ClearBridge Appreciation Fund C) USD 37.32 -0.43% · PADZX (PGIM Absolute Return Bond Fund ) USD 9.07 +0.00%

## More
Full page: https://nexqual.com/SOPYX · 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