Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LADIX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS I) | 8.92% | 18.28% | 15.33% | 9.85% | 9.84% | 8.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LADIX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS I) | 01/12/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 18.28 | 15.33 | 9.85 | 9.84 | 8.55 | NA | … | … | 8.92 | 4.45 | 19.85 | 19.67 | -10.13 | 26.07 | 0.57 | 31.29 | -5.76 | 6.98 | 10.41 | -13.79 | 8.30 | 27.84 | 17.54 | -7.80 | 8.62 | 40.75 |
| Sharpe Ratio | NA | 1.58 | 1.00 | 0.52 | 0.50 | NA | NA | … | … | 1.66 | 0.10 | 1.54 | 1.37 | -0.56 | 2.17 | 0.01 | 3.10 | -0.54 | 1.00 | 0.75 | -1.00 | 0.85 | 2.94 | 1.87 | -0.29 | 0.47 | 1.61 |
| Standard Deviation(%) | NA | 9.54 | 12.20 | 14.26 | 16.57 | NA | NA | … | … | 10.26 | 15.16 | 10.53 | 11.78 | 20.58 | 12.03 | 35.92 | 9.61 | 13.18 | 6.33 | 13.60 | 13.87 | 9.76 | 9.45 | 9.45 | 26.96 | 18.20 | 26.16 |
| Draw Down(%) | NA | 6.52 | 17.36 | 18.26 | 42.09 | NA | NA | … | … | 6.52 | 17.09 | 5.36 | 7.25 | 18.26 | 4.51 | 42.09 | 4.88 | 16.06 | 3.90 | 12.34 | 20.83 | 10.17 | 6.95 | 8.49 | 24.27 | 18.29 | 17.82 |
| Yield(%) | 0.00 | 3.92 | 4.35 | 4.10 | 5.01 | 5.29 | 6.24 | … | … | 0.00 | 4.55 | 3.82 | 4.37 | 3.74 | 4.67 | 4.44 | 5.49 | 4.90 | 5.16 | 4.36 | 5.14 | 6.40 | 5.29 | 5.56 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADIX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS I) |
-4.03%
Mar 2017 – Mar 2020 |
-2.60%
Mar 2015 – Mar 2020 |
3.25%
Mar 2010 – Mar 2020 |
7.77%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADIX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS I) |
20.05%
Sep 2011 – Sep 2014 |
18.47%
Feb 2009 – Feb 2014 |
10.88%
Feb 2016 – Feb 2026 |
10.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart