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ClearBridge Tactical Dividend Income IS (LCBDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.60+0.09 (+0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.72%
5-year average return10.67%
Number of years up7
Number of years down3
Best 1-yr total return (20 Jun 2024)31.30%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return31.30%
Worst 3-yr total return1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCBDXCategory
YTD7.99%4.44%
1-month4.38%-4.04%
3-month4.05%4.09%
1-year23.92%14.37%
3-year8.87%6.04%
5-year11.60%9.20%
10-year6.78%8.57%
Last bull market20.52%22.97%
Last bear market-12.26%-11.27%

Annual total return (%) history

Year
LCBDXCategory
2024
N/AN/A
2023
19.73%11.63%
2022
-10.01%-5.90%
2021
26.23%26.22%
2020
0.62%2.91%
2019
31.30%25.04%
2018
-5.79%-8.53%
2017
7.02%15.94%
2016
11.74%14.81%
2015
-13.75%-4.05%
2014
8.35%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
20234.72%4.64%-1.59%11.03%
2022-0.54%-12.26%-5.29%8.88%
20215.54%10.03%-0.67%9.44%
2020-30.05%21.06%4.85%13.34%
201913.81%4.16%3.97%6.54%
2018-4.97%3.11%7.44%-10.52%
20174.70%0.16%0.23%1.83%
20161.81%6.88%2.29%0.39%
20150.49%-3.57%-12.82%2.09%
20142.19%7.62%-2.51%1.05%
20132.56%7.69%N/AN/A

Rank in category (by total return)

YTD46
1-month9
3-month44
1-year38
3-year11
5-year46

Load adjusted returns

1-year23.92%
3-year8.87%
5-year11.60%
10-year6.78%