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ClearBridge Dividend Strategy IS (LCBEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.79+0.09 (+0.29%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.83%
5-Year Average Return10.85%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)31.34%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return31.34%
Worst 3-Yr Total Return7.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLCBEXCategory
YTD7.27%5.31%
1-Month0.76%-4.19%
3-Month-0.34%3.90%
1-Year12.95%20.31%
3-Year8.17%6.48%
5-Year11.18%11.78%
10-Year10.47%10.96%
Last Bull Market19.19%25.56%
Last Bear Market-10.70%-15.11%

Annual Total Return (%) History

Year
LCBEXCategory
2024
N/AN/A
2023
14.44%22.32%
2022
-8.07%-16.96%
2021
26.90%26.07%
2020
8.02%15.83%
2019
31.34%28.78%
2018
-4.78%-6.27%
2017
19.60%20.44%
2016
15.52%10.37%
2015
-4.28%-1.07%
2014
13.21%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.63%-0.34%N/AN/A
20231.35%7.23%-4.19%9.91%
2022-1.29%-10.70%-7.28%12.47%
20215.22%7.55%0.80%11.25%
2020-21.84%15.88%7.69%10.76%
201913.23%5.61%3.34%6.29%
2018-3.40%1.95%6.37%-9.10%
20174.62%3.71%4.19%5.80%
20165.44%3.33%2.15%3.79%
2015-1.02%-2.22%-6.49%5.75%
20141.92%5.01%0.25%5.52%
20133.54%8.01%N/AN/A

Rank In Category (By Total Return)

YTD86
1-Month87
3-Month84
1-Year90
3-Year55
5-Year82

Load Adjusted Returns

1-Year12.95%
3-Year8.17%
5-Year11.18%
10-Year10.47%