Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFLGX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A) | 6.99% | 16.05% | 14.41% | 9.20% | 9.51% | 8.25% | 6.72% | … | … |
Data as of 06/05/2026, Common starting date is 12/21/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFLGX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A) | 12/21/1990 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 16.05 | 14.41 | 9.20 | 9.51 | 8.25 | 6.72 | … | … | 6.99 | 4.22 | 19.62 | 19.37 | -10.34 | 25.71 | 0.32 | 30.95 | -6.04 | 6.70 | 11.55 | -13.94 | 8.04 | 27.51 | 17.28 | -8.03 | 8.82 | 38.58 | -40.45 | 8.77 | 14.08 | -2.55 | 1.18 | 23.17 | -25.34 | -11.53 | -18.34 | 17.30 | 37.30 | 24.23 | 12.72 | 23.28 | -3.37 | 12.26 | 7.60 | 30.73 | -0.02 |
| Sharpe Ratio | NA | 1.56 | 0.97 | 0.50 | 0.49 | NA | NA | … | … | 1.63 | 0.09 | 1.50 | 1.34 | -0.58 | 2.13 | 0.00 | 3.07 | -0.57 | 0.96 | 0.84 | -1.01 | 0.82 | 2.91 | 1.83 | -0.30 | 0.49 | 1.46 | -1.08 | 0.38 | 1.21 | -0.52 | 0.02 | 1.31 | -0.99 | -0.57 | -0.80 | 0.66 | 1.50 | 1.05 | 0.78 | 2.28 | -0.62 | 0.96 | 0.46 | 1.80 | NA |
| Standard Deviation(%) | NA | 9.54 | 12.25 | 14.27 | 16.57 | NA | NA | … | … | 10.30 | 15.18 | 10.67 | 11.80 | 20.54 | 12.04 | 35.88 | 9.59 | 13.13 | 6.31 | 13.53 | 13.85 | 9.78 | 9.45 | 9.47 | 27.02 | 17.90 | 26.39 | 38.10 | 15.03 | 8.87 | 9.34 | 11.12 | 17.12 | 26.87 | 24.80 | 28.35 | 21.06 | 22.56 | 19.57 | 11.56 | 8.48 | 10.33 | 10.53 | 11.08 | 14.79 | NA |
| Draw Down(%) | NA | 6.56 | 17.46 | 18.39 | 42.07 | NA | NA | … | … | 6.56 | 17.12 | 5.38 | 7.32 | 18.39 | 4.55 | 42.07 | 4.91 | 16.11 | 3.92 | 12.36 | 20.88 | 10.21 | 6.99 | 8.53 | 24.32 | 17.96 | 19.26 | 48.93 | 9.04 | 7.00 | 8.76 | 12.17 | 11.97 | 33.97 | 30.31 | 25.62 | 12.83 | 21.53 | 10.38 | 9.71 | 5.55 | 7.78 | 6.78 | 8.52 | 6.20 | NA |
| Yield(%) | 0.00 | 3.79 | 4.15 | 3.90 | 4.90 | 5.13 | 4.32 | … | … | 0.00 | 4.37 | 3.63 | 4.17 | 3.56 | 4.45 | 4.25 | 5.23 | 4.65 | 4.93 | 5.48 | 4.95 | 6.16 | 5.05 | 5.23 | 0.00 | 0.38 | 0.13 | 0.00 | 0.14 | 0.87 | 0.56 | 0.61 | 0.28 | 0.02 | 0.00 | 7.63 | 15.13 | 10.53 | 24.28 | 6.60 | 1.49 | 1.15 | 0.39 | 0.51 | 1.40 | 0.60 |
Data as of 06/05/2026, Common starting date is 12/21/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFLGX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A) |
-19.50%
Mar 2000 – Mar 2003 |
-9.43%
Aug 2000 – Aug 2005 |
-6.42%
Feb 1999 – Feb 2009 |
-0.48%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFLGX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A) |
27.22%
Mar 1997 – Mar 2000 |
22.69%
Dec 1994 – Dec 1999 |
13.21%
Jan 1991 – Jan 2001 |
10.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart