Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBDX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS) | 7.04% | 16.35% | 14.76% | 9.54% | 9.85% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBDX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS) | 05/24/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 16.35 | 14.76 | 9.54 | 9.85 | NA | NA | … | … | 7.04 | 4.57 | 20.02 | 19.76 | -10.03 | 26.21 | 0.65 | 31.30 | -5.79 | 7.02 | 11.74 | -13.74 | 8.35 | 7.93 |
| Sharpe Ratio | NA | 1.59 | 1.00 | 0.53 | 0.51 | NA | NA | … | … | 1.66 | 0.11 | 1.55 | 1.38 | -0.56 | 2.17 | 0.01 | 3.11 | -0.55 | 1.01 | 0.85 | -0.99 | 0.85 | 1.39 |
| Standard Deviation(%) | NA | 9.52 | 12.22 | 14.26 | 16.57 | NA | NA | … | … | 10.26 | 15.19 | 10.55 | 11.79 | 20.54 | 12.06 | 35.93 | 9.59 | 13.13 | 6.31 | 13.56 | 13.86 | 9.76 | 9.67 |
| Draw Down(%) | NA | 6.53 | 17.37 | 18.24 | 42.08 | NA | NA | … | … | 6.53 | 17.08 | 5.37 | 7.23 | 18.24 | 4.55 | 42.08 | 4.88 | 16.08 | 3.90 | 12.33 | 20.80 | 10.17 | 5.87 |
| Yield(%) | 0.00 | 4.01 | 4.45 | 4.19 | 5.23 | 4.28 | 3.21 | … | … | 0.00 | 4.66 | 3.91 | 4.49 | 3.85 | 4.78 | 4.51 | 5.54 | 4.90 | 5.21 | 5.73 | 5.17 | 6.38 | 3.46 |
Data as of 06/05/2026, Common starting date is 05/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBDX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS) |
-4.01%
Mar 2017 – Mar 2020 |
-2.34%
Mar 2015 – Mar 2020 |
5.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBDX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS IS) |
19.61%
Mar 2020 – Mar 2023 |
18.05%
Mar 2020 – Mar 2025 |
11.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart