ClearBridge Tactical Dividend Income Fund IS (LCBDX)

25.23 +0.16 (+0.64%) USD  |  Jan 03 2025
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LCBDX 1 Year Total Returns (Daily): 21.54% for Jan. 3, 2025

1 Year Total Returns (Daily) Chart

Sep '18
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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AB Equity Income Fund Z 19.70%
BNY Mellon Equity Income Fund Y 29.59%
Ancora Dividend Value Equity Fund I 18.09%
Hartford Equity Income Fund Y 10.21%
ClearBridge Dividend Strategy Fund I 17.47%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -2.16%
3 Month Total Returns (Daily) 2.70%
6 Month Total Returns (Daily) 8.80%
Annualized 3 Year Total Returns (Daily) 9.10%
Annualized 5 Year Total Returns (Daily) 10.56%
Annualized 10 Year Total Returns (Daily) 7.67%
Annualized 15 Year Total Returns (Daily) 8.53%
Annualized Total Returns Since Inception (Daily) 7.45%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:LCBDX", "one_year_total_return")
Last 5 Data Points: =YCS("M:LCBDX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.