Performance analysis of EMO (ClearBridge Energy Midstream Opportunity Fund)
Annual Return
Over the past 3 years, EMO has had an average annual return of +32.19%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EMO has had an average annual return of +26.17%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EMO has had an average annual return of +6.82%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jun 14, 2011, EMO has had an average annual return of +3.99%, underperforming the benchmark SPY, which returned +14.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.78% | +7.41% | +44.36% | +31.78% | +40.17% | +74.78% | -64.52% | +19.61% | -25.76% | +0.02% | +15.65% | -41.84% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +7.93% | +18.47% | +16.23% | -1.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.68% | +7.21% | +2.77% | -1.29% | -3.63% | +0.71% | +15.78% | ||||||
| 2025 | +6.82% | +0.63% | +1.24% | -7.38% | +2.43% | +4.35% | +0.56% | +2.51% | -5.06% | -4.46% | +7.90% | -1.17% | +7.41% |
| 2024 | +2.78% | +5.51% | +9.19% | -0.05% | +5.60% | -2.33% | -2.59% | +3.67% | +3.94% | +1.51% | +19.54% | -7.15% | +44.36% |
| 2023 | +8.04% | -1.56% | -5.54% | +0.10% | -2.66% | +10.56% | +7.57% | -0.26% | +1.02% | -1.83% | +13.05% | +1.22% | +31.78% |
| 2022 | +14.15% | +3.90% | +10.58% | -2.01% | +10.21% | -21.07% | +19.10% | +3.55% | -12.65% | +21.08% | +2.28% | -6.01% | +40.17% |
| 2021 | +8.93% | +18.03% | +10.36% | +5.98% | +13.70% | +4.24% | -7.45% | +0.06% | +4.20% | +9.88% | -8.31% | +0.87% | +74.78% |
| 2020 | -4.76% | -19.74% | -79.19% | +89.93% | +10.38% | -11.26% | -7.46% | +8.07% | -23.67% | +6.84% | +39.02% | +5.76% | -64.52% |
| 2019 | +23.29% | -2.89% | +5.26% | -1.03% | -2.82% | +2% | +0.65% | -6.25% | +2.96% | -5.74% | -4.28% | +10.37% | +19.61% |
| 2018 | +8.55% | -13.60% | -8.90% | +12.02% | +3.27% | -1.08% | +5.30% | +1.92% | +0% | -11.82% | -5.19% | -15.38% | -25.76% |
| 2017 | +4.74% | +1.79% | -1.46% | +0.81% | -3.85% | +0.16% | -1.41% | -3.36% | +2.96% | -9.20% | -2.32% | +12.71% | +0.02% |
Drawdown analysis of EMO (ClearBridge Energy Midstream Opportunity Fund)
The maximum drawdown for the EMO was -95.08%, occurring on Mar 18, 2020. Recovery took 1217 trading sessions.
The current EMO drawdown is -6.64%.
Since Jun 14, 2011 EMO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.08% | Aug 28, 2014 | 1397 | Mar 18, 2020 | 1217 | Jan 21, 2025 | 2614 |
| -22.28% | Jul 27, 2011 | 48 | Oct 4, 2011 | 89 | Feb 10, 2012 | 137 |
| -18.81% | Apr 2, 2025 | 4 | Apr 8, 2025 | 99 | Aug 29, 2025 | 103 |
| -13.19% | Oct 4, 2012 | 28 | Nov 15, 2012 | 31 | Jan 2, 2013 | 59 |
| -11.04% | May 24, 2013 | 7 | Jun 5, 2013 | 232 | May 7, 2014 | 239 |
| -10.87% | Aug 29, 2025 | 33 | Oct 16, 2025 | 60 | Jan 13, 2026 | 93 |
| -10.63% | Mar 25, 2026 | 16 | Apr 17, 2026 | Ongoing | Ongoing | Ongoing |
| -9.78% | Mar 27, 2012 | 46 | Jun 1, 2012 | 32 | Jul 18, 2012 | 78 |
| -7.81% | Jan 21, 2025 | 31 | Mar 6, 2025 | 19 | Apr 2, 2025 | 50 |
| -7.03% | Jul 1, 2014 | 22 | Aug 1, 2014 | 13 | Aug 20, 2014 | 35 |
| -4.29% | Feb 28, 2013 | 13 | Mar 19, 2013 | 6 | Mar 27, 2013 | 19 |
| -4.12% | Feb 8, 2013 | 9 | Feb 22, 2013 | 3 | Feb 27, 2013 | 12 |
| -4.04% | Aug 20, 2012 | 8 | Aug 30, 2012 | 14 | Sep 20, 2012 | 22 |
| -3.96% | Mar 2, 2026 | 5 | Mar 9, 2026 | 9 | Mar 20, 2026 | 14 |
| -3.79% | Jun 22, 2011 | 23 | Jul 26, 2011 | 1 | Jul 27, 2011 | 24 |
| -3.64% | Jan 3, 2013 | 9 | Jan 16, 2013 | 10 | Jan 31, 2013 | 19 |
| -3.30% | Apr 1, 2013 | 10 | Apr 15, 2013 | 6 | Apr 23, 2013 | 16 |
| -2.06% | Jan 30, 2026 | 4 | Feb 5, 2026 | 1 | Feb 6, 2026 | 5 |
| -1.77% | Mar 1, 2012 | 3 | Mar 6, 2012 | 10 | Mar 20, 2012 | 13 |
| -1.70% | Sep 24, 2012 | 2 | Sep 26, 2012 | 3 | Oct 1, 2012 | 5 |
| -1.45% | Aug 7, 2012 | 1 | Aug 8, 2012 | 2 | Aug 10, 2012 | 3 |
| -1.44% | Aug 10, 2012 | 2 | Aug 14, 2012 | 2 | Aug 16, 2012 | 4 |
| -1.41% | Jul 27, 2012 | 4 | Aug 2, 2012 | 1 | Aug 3, 2012 | 5 |
| -1.22% | Mar 20, 2012 | 4 | Mar 26, 2012 | 1 | Mar 27, 2012 | 5 |
| -1.11% | Feb 15, 2012 | 3 | Feb 21, 2012 | 2 | Feb 23, 2012 | 5 |