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ClearBridge Dividend Strategy R (LMMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.30+0.08 (+0.27%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.45%
5-year average return10.08%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)30.46%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.46%
Worst 3-yr total return7.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMMRXCategory
YTD6.94%5.31%
1-month0.73%-4.19%
3-month-0.49%3.90%
1-year12.16%20.31%
3-year7.42%6.48%
5-year10.43%11.78%
10-year9.73%10.96%
Last bull market18.87%25.56%
Last bear market-10.86%-15.11%

Annual total return (%) history

Year
LMMRXCategory
2024
N/AN/A
2023
13.62%22.32%
2022
-8.71%-16.96%
2021
26.03%26.07%
2020
7.26%15.83%
2019
30.46%28.78%
2018
-5.41%-6.27%
2017
18.76%20.44%
2016
14.78%10.37%
2015
-4.82%-1.07%
2014
12.40%10.96%
2013
25.27%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.47%-0.49%N/AN/A
20231.17%7.08%-4.38%9.69%
2022-1.45%-10.86%-7.44%12.28%
20215.03%7.40%0.65%11.01%
2020-21.98%15.66%7.49%10.58%
201913.03%5.41%3.16%6.14%
2018-3.53%1.79%6.13%-9.24%
20174.46%3.55%4.01%5.56%
20165.29%3.14%1.98%3.65%
2015-1.19%-2.29%-6.63%5.59%
20141.64%4.89%0.09%5.34%
201310.93%1.27%3.39%7.86%
2012-0.26%5.16%-0.36%N/A

Rank in category (by total return)

YTD87
1-month88
3-month85
1-year92
3-year67
5-year88

Load adjusted returns

1-year12.16%
3-year7.42%
5-year10.43%
10-year9.73%