Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDLX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS C) | 7.73% | 16.26% | 13.97% | 8.82% | 8.88% | 7.42% | 5.96% | … | … |
Data as of 06/03/2026, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDLX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS C) | 04/24/2001 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 16.26 | 13.97 | 8.82 | 8.88 | 7.42 | 5.96 | … | … | 7.73 | 3.45 | 18.73 | 18.45 | -10.97 | 24.85 | -0.41 | 30.02 | -6.71 | 5.89 | 10.67 | -14.60 | 7.23 | 26.55 | 16.49 | -8.75 | 7.59 | 37.55 | -40.89 | 7.94 | 13.29 | -3.30 | 0.35 | 22.31 | -25.91 | -0.70 |
| Sharpe Ratio | NA | 1.48 | 0.91 | 0.45 | 0.44 | NA | NA | … | … | 1.58 | 0.04 | 1.41 | 1.26 | -0.61 | 2.06 | -0.02 | 2.95 | -0.62 | 0.83 | 0.77 | -1.06 | 0.74 | 2.81 | 1.75 | -0.33 | 0.42 | 1.42 | -1.10 | 0.32 | 1.11 | -0.60 | -0.06 | 1.26 | -1.00 | -0.15 |
| Standard Deviation(%) | NA | 9.55 | 12.26 | 14.27 | 16.59 | NA | NA | … | … | 10.30 | 15.15 | 10.68 | 11.82 | 20.54 | 12.03 | 35.99 | 9.67 | 13.11 | 6.33 | 13.53 | 13.87 | 9.73 | 9.44 | 9.45 | 27.02 | 17.92 | 26.37 | 38.03 | 15.02 | 8.91 | 9.29 | 11.20 | 17.07 | 26.97 | 20.28 |
| Draw Down(%) | NA | 6.61 | 17.65 | 18.68 | 42.11 | NA | NA | … | … | 6.61 | 17.21 | 5.45 | 7.50 | 18.68 | 4.57 | 42.11 | 5.00 | 16.26 | 4.00 | 12.39 | 21.27 | 10.29 | 7.03 | 8.61 | 24.55 | 18.43 | 19.41 | 49.26 | 9.10 | 7.11 | 8.91 | 12.47 | 12.05 | 34.25 | 25.24 |
| Yield(%) | 0.00 | 3.44 | 3.64 | 3.40 | 4.29 | 4.41 | 3.60 | … | … | 0.00 | 3.91 | 3.13 | 3.57 | 3.03 | 3.74 | 3.80 | 4.63 | 4.14 | 4.39 | 4.99 | 4.49 | 5.71 | 4.72 | 5.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDLX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS C) |
-13.84%
Feb 2006 – Feb 2009 |
-9.13%
Feb 2004 – Feb 2009 |
-1.51%
Dec 2001 – Dec 2011 |
0.98%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDLX (CLEARBRIDGE TACTICAL DIVIDEND INCOME FUND CLASS C) |
18.88%
Sep 2011 – Sep 2014 |
17.42%
Feb 2009 – Feb 2014 |
9.93%
Feb 2016 – Feb 2026 |
9.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart