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ClearBridge Tactical Dividend Income Fund Class A2 (LBDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.45+0.07 (+0.34%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.41%
5-Year Average Return2.90%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)30.87%
Worst 1 Yr Total Return (Feb 3, 2019)-14.07%
Best 3-Yr Total Return30.87%
Worst 3-Yr Total Return0.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLBDAXCategory
YTD15.60%4.44%
1-Month1.89%-4.04%
3-Month11.19%4.09%
1-Year38.66%14.37%
3-Year12.96%6.04%
5-Year6.40%9.20%
10-Year0.00%8.57%
Last Bull Market20.51%22.97%
Last Bear Market-21.46%-11.27%

Annual Total Return (%) History

Year
LBDAXCategory
2021
N/A26.22%
2020
0.18%2.91%
2019
30.87%25.04%
2018
-6.13%-8.53%
2017
6.62%15.94%
2016
11.28%14.81%
2015
-14.07%-4.05%
2014
7.89%10.21%
2013
N/A31.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20215.43%N/AN/AN/A
2020-30.13%20.91%4.72%13.23%
201913.70%4.10%3.86%6.46%
2018-5.09%3.12%7.30%-10.61%
20174.64%0.01%0.13%1.74%
20161.72%6.72%2.15%0.35%
20150.41%-3.63%-12.92%1.98%
20142.09%7.50%-2.59%0.92%
20132.44%7.64%N/AN/A

Rank In Category (By Total Return)

YTD88
1-Month54
3-Month94
1-Year84
3-Year46
5-Year90

Load Adjusted Returns

1-Year26.50%
3-Year10.50%
5-Year8.35%
10-Year6.31%