Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCD (LMP Capital And Income Closed Fund) | -2.36% | 12.88% | 25.95% | 28.13% | 14.97% | 14.72% | 10.27% | NA |
Data as of 08/01/2025, AR inception is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCD (LMP Capital And Income Closed Fund) | 02/25/2004 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 12.88 | 25.95 | 28.13 | 14.97 | 14.72 | 10.27 | NA | -2.36 | 41.52 | 37.97 | 2.28 | 51.61 | -14.41 | 45.51 | -23.44 | 7.34 | 18.27 | -19.90 | 13.37 | 26.19 | 18.35 | 6.45 | 24.44 | 42.17 | -50.81 | 5.41 | 17.49 | 4.73 | -7.98 |
| Sharpe Ratio | NA | 0.44 | 1.05 | 1.24 | 0.55 | NA | NA | 0.35 | -0.28 | 2.10 | 1.97 | 0.03 | 3.32 | -0.28 | 2.46 | -1.23 | 0.59 | 1.02 | -1.23 | 0.98 | 1.76 | 1.35 | 0.33 | 1.52 | 1.55 | -1.01 | 0.16 | 1.90 | 0.22 | -0.52 |
| Standard Deviation(%) | NA | 22.19 | 21.43 | 21.11 | 24.63 | NA | NA | 23.19 | 24.92 | 16.83 | 17.30 | 29.54 | 15.52 | 52.96 | 16.00 | 20.15 | 11.46 | 17.60 | 16.27 | 13.68 | 14.85 | 13.68 | 19.57 | 15.99 | 27.18 | 51.15 | 15.25 | 7.50 | 11.55 | 20.27 |
| Draw Down(%) | NA | 20.12 | 20.12 | 20.14 | 60.76 | NA | NA | 64.08 | 20.11 | 8.38 | 10.55 | 20.14 | 6.02 | 60.76 | 6.09 | 32.68 | 7.47 | 18.66 | 29.27 | 16.70 | 15.50 | 13.63 | 19.99 | 12.24 | 29.94 | 62.43 | 13.61 | 4.13 | 9.50 | 23.80 |
| Yield(%) | 0.00 | 8.92 | 9.70 | 12.73 | 8.74 | 11.30 | 6.72 | NA | 4.84 | 9.77 | 10.04 | 6.87 | 13.72 | 7.67 | 11.25 | 8.79 | 9.28 | 10.09 | 6.82 | 7.12 | 8.02 | 9.05 | 6.85 | 5.19 | 6.34 | 9.50 | 10.28 | 6.35 | 6.25 | NA |
Data as of 08/01/2025, AR inception is 02/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCD (LMP Capital And Income Closed Fund) |
-19.01%
Feb 2006 - Feb 2009 |
-7.53%
Apr 2004 - Apr 2009 |
3.19%
Feb 2006 - Feb 2016 |
3.68%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCD (LMP Capital And Income Closed Fund) |
36.15%
Mar 2020 - Mar 2023 |
35.24%
Mar 2020 - Mar 2025 |
15.06%
Jul 2015 - Jul 2025 |
16.98%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart