ClearBridge Dividend Strategy ESG ETF (YLDE)

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The chart shows the growth of an initial investment of $10,000 in ClearBridge Dividend Strategy ESG ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

ClearBridge Dividend Strategy ESG ETF (YLDE) has returned 0.63% so far this year and 11.48% over the past 12 months.

Based on dividend-adjusted daily data since May 23, 2017, YLDE's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +11.6%, while the worst month was Mar 2020 at -11.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, YLDE closed higher 44% of trading days. The best single day was Mar 13, 2020 with a return of +7.9%, while the worst single day was Mar 12, 2020 at -13.1%.

ClearBridge Dividend Strategy ESG ETF has an annualized alpha of 3.56%, beta of 0.66, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since May 24, 2017.

• This ETF participated in 89.31% of S&P 500 Index downside but only 88.60% of its upside — more exposed to losses than it benefited from rallies.
• This ETF generated an annualized alpha of 3.56% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.66 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

YLDE has an expense ratio of 0.60%, placing it in the medium range.

YLDE ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) and compare them to a chosen benchmark (S&P 500 Index).

ClearBridge Dividend Strategy ESG ETF provided a 6.59% dividend yield over the last twelve months, with an annual payout of $3.56 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for ClearBridge Dividend Strategy ESG ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the ClearBridge Dividend Strategy ESG ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ClearBridge Dividend Strategy ESG ETF was 33.23%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.

The current ClearBridge Dividend Strategy ESG ETF drawdown is 5.77%.

The chart below shows the rolling one-month volatility.