ClearBridge Dividend Strategy ESG ETF (YLDE) Performance
YLDE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.8% since Dec 31, 2025
- 1 year
- +14.0% total return
- 5 years
- +10.1% a year
- Since first price
- +12.0% a year since 2017
YLDE trailing returns vs SPY, QQQ, AGG
| Period | YLDE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.3% | +3.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.3% | +1.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.3% | +2.2% | +7.8% | +8.4% | −1.5% |
| YTD | +11.8% | +5.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.0% | +5.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +65.1%+18.2%/yr | +44.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +61.6%+10.1%/yr | +36.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 23, 2017 | +191.9%+12.0%/yr | +127.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: YLDE vs SPY
From May 23, 2017: YLDE grew to $29,186, SPY to $36,695.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
YLDE returns by calendar year
6 of 8 full years positive. Best 2019 (+32.5%), worst 2022 (−8.6%). 2026 is year to date.
YLDE annual returns table
| Year | YLDE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.8% | −7.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.1% | −11.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.4% | −5.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.7% | −8.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.6% | −20.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.1% | −4.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +10.4% | −33.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +32.5% | −5.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.7% | −13.6% | −4.6% | −0.1% | +0.1% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
YLDE largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 13, 2020 | −33.2% | Mar 23, 2020 | Sep 2, 2020 | 39 days | 7 months |
| Jan 5, 2022 | −20.2% | Oct 12, 2022 | Jul 13, 2023 | 9 months | 1.5 years |
| Sep 26, 2018 | −13.6% | Dec 21, 2018 | Apr 1, 2019 | 3 months | 6 months |
| Nov 29, 2024 | −11.4% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
YLDE risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +15.4% | +10.3% | +11.4% |
| Volatility (annualized) | 10.1% | 13.9% | 14.7% |
| Sharpe ratio | 1.05 | 0.52 | 0.65 |
| Sortino ratio | 1.68 | 0.79 | 0.99 |
| Best month | +7.5% | +9.8% | +11.6% |
| Worst month | −5.5% | −9.8% | −11.2% |
| Best 12 months | +28.5% | +28.5% | +45.4% |
| Worst 12 months | +7.1% | −11.0% | −11.0% |
| Positive months | 75% | 65% | 66% |
| Beta vs S&P 500 | 0.57 | 0.77 | — |
| Correlation with S&P 500 | 0.70 | 0.87 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
YLDE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 102 | −11.0% | +12.9% | +45.4% | 86% |
| 3-year (a year) | 78 | +5.0% | +11.3% | +21.3% | 100% |
| 5-year (a year) | 54 | +7.9% | +10.8% | +16.4% | 100% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
YLDE performance overview
ClearBridge Dividend Strategy ESG ETF (YLDE) returned +14.0% over the past year and +10.1% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +12.0% a year, turning $10,000 into about $29,186. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −33.2%, from Feb 13, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. YLDE finished 6 of its 8 full calendar years with a gain; the best year was 2019 (+32.5%) and the worst 2022 (−8.6%). Volatility has been 14.7% a year.
Related: YLDE chart, YLDE holdings, YLDE dividends, YLDE valuation. See the YLDE overview for the latest quote and fund facts.
YLDE performance FAQ
What is the YLDE return over the past year?
YLDE returned +14.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.7%.
What is the average annual return of YLDE?
YLDE has returned +10.1% a year over 5 years, +12.0% a year since May 23, 2017 (total return, distributions reinvested).
How much would $10,000 invested in YLDE be worth?
$10,000 invested in YLDE at its first recorded close on May 23, 2017 would be worth about $29,186 on October 23, 2026 with distributions reinvested.
What was the worst year for YLDE?
The worst calendar year was 2022, with a total return of −8.6%. The best was 2019 at +32.5%.
What is the biggest drawdown of YLDE?
The largest peak-to-trough decline was −33.2% between February 13, 2020 and March 23, 2020. It recovered to the old high on September 2, 2020, 5 months after the bottom.
How volatile is YLDE?
Over the past 3 years YLDE had an annualized volatility of 10.1% and a Sharpe ratio of 1.05 (excess return over 1–3 month T-bills per unit of risk).