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ClearBridge Energy Midstream Opportunity Fund (EMO) Sharpe Ratio: 1.25

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

ClearBridge Energy MLP Opportunity Fund Inc. seeks to invest primarily in equity securities of MLPs operating in the energy sector, focusing on companies with long-lived assets, predictable cash flows, and relatively low direct commodity exposure.

EMO's Sharpe Ratio of 1.25 indicates that for each unit of volatility, it generates 1.25 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 24, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

EMO Sharpe Ratio Rank

EMO Sharpe Ratio Rank: 22.122
Below Average

EMO ranks above 22.1% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

EMO Sharpe Ratio Market Positioning

The chart shows EMO's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.30 or lower
  • Yellow zone (middle 50%): 1.30 to 2.32
  • Green zone (top 25%): 2.32 or higher
  • Top 1%: 4.29+
  • Median: 1.93 — half of all investments score higher

How it compares to other similar mutual funds

The table compares ClearBridge Energy Midstream Opportunity Fund's Sharpe Ratio with other mutual funds in the MLPs, Energy Equities category across multiple time periods, showing how EMO's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
RSNYXVictory Global Energy Transition Fund Class Y4.11
RSNRXVictory Global Energy Transition Fund4.09
MLOZXCohen & Steers MLP & Energy Opportunity Fund, Inc.3.40
IEYYXDelaware Ivy Energy Fund3.02
GOFIXGMO Resources Fund2.66
FRNRXFranklin Natural Resources Fund2.55
CGAEXCalvert Global Energy Solutions Fund Class A2.48
OEPIXOil Equipment & Services UltraSector ProFund2.41
IGNAXDelaware Ivy Natural Resources Fund2.25
PGNAXPGIM Jennison Natural Resources Fund2.18
EMOClearBridge Energy Midstream Opportunity Fund1.25

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows EMO's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when EMO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does EMO fit in your portfolio?

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