Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBDAX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A2) | NA | 16.52% | 15.28% | 8.77% | NA | NA | NA | … | … |
Data as of 12/20/2021, Common starting date is 06/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBDAX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A2) | 06/05/2013 | 12/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.52 | 15.28 | 8.77 | NA | NA | NA | … | … | 15.60 | 0.18 | 31.56 | -6.13 | 6.61 | 11.28 | -14.07 | 7.89 | 10.39 |
| Sharpe Ratio | NA | 1.78 | 0.66 | 0.44 | NA | NA | NA | … | … | 1.76 | 0.00 | 3.01 | -0.57 | 0.94 | 0.81 | -1.02 | 0.81 | 2.01 |
| Standard Deviation(%) | NA | 9.05 | 22.37 | 18.37 | NA | NA | NA | … | … | 9.16 | 35.98 | 10.03 | 13.13 | 6.37 | 13.55 | 13.85 | 9.74 | 9.33 |
| Draw Down(%) | NA | 3.21 | 42.07 | 42.07 | NA | NA | NA | … | … | 3.21 | 42.07 | 4.93 | 16.14 | 3.93 | 12.38 | 21.00 | 10.26 | 4.70 |
| Yield(%) | 0.00 | 1.07 | 4.37 | 4.26 | 3.79 | 2.53 | 1.90 | … | … | 1.08 | 4.18 | 5.16 | 4.55 | 4.85 | 5.36 | 4.86 | 6.09 | 2.16 |
Data as of 12/20/2021, Common starting date is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBDAX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A2) |
-4.37%
Mar 2017 – Mar 2020 |
-2.71%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBDAX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS A2) |
13.28%
Jun 2018 – Jun 2021 |
9.70%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart