ClearBridge Tactical Dividend Income A2 (LBDAX)

18.42 -0.39 (-2.07%) USD  |  Feb 25

LBDAX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of February 25, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
ClearBridge Tactical Dividend Income A2
-8.03%
17.25%
27.46%
7.89%
-14.07%
11.28%
6.62%
-6.13%
30.87%
0.18%
3.08%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
Rational Equity Armor Fund A
5.65%
10.72%
20.74%
9.45%
-3.60%
5.89%
-2.24%
-12.22%
11.03%
15.74%
3.02%
EquityCompass Quality Dividend A
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--
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13.67%
-3.84%
13.17%
13.76%
-5.63%
22.93%
-2.77%
5.91%
Integrity Dividend Harvest A
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23.88%
11.42%
1.12%
20.93%
11.10%
-5.26%
22.94%
-1.28%
1.18%
Madison Dividend Income A
1.48%
10.59%
30.27%
8.54%
-0.18%
12.51%
19.63%
-0.95%
24.85%
6.05%
0.88%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
ClearBridge Tactical Dividend Income A2
-0.22%
6.38%
12.72%
7.92%
8.80%
9.77%
6.24%
5.02%
3.06%
6.68%
S&P 500 Total Return
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
Rational Equity Armor Fund A
0.25%
5.43%
4.63%
13.97%
6.05%
3.78%
5.49%
4.21%
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5.46%
EquityCompass Quality Dividend A
2.79%
7.67%
18.80%
8.96%
6.60%
9.11%
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8.05%
Integrity Dividend Harvest A
0.16%
2.77%
8.57%
4.60%
6.42%
8.47%
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9.59%
Madison Dividend Income A
0.17%
3.17%
10.45%
12.49%
9.55%
12.59%
10.69%
8.45%
6.87%
8.08%
As of February 25, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of January 31, 2021