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ClearBridge Tactical Dividend Income I (LADIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.88-0.08 (-0.40%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.11%
5-year average return7.80%
Number of years up10
Number of years down4
Best 1-yr total return (25 Sept 2023)38.86%
Worst 1-yr total return (25 Sept 2023)N/A
Best 3-yr total return38.86%
Worst 3-yr total return1.03%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLADIXCategory
YTD8.11%17.52%
1-month-1.43%-0.87%
3-month1.10%5.51%
1-year17.18%42.88%
3-year12.05%11.93%
5-year7.80%12.07%
10-year6.18%10.95%
Last bull market38.40%23.18%
Last bear market-12.32%-17.87%

Annual total return (%) history

Year
LADIXCategory
2023
N/AN/A
2022
-10.11%N/A
2021
26.09%N/A
2020
0.55%2.91%
2019
31.30%25.04%
2018
-5.77%-8.53%
2017
6.97%15.94%
2016
11.80%14.81%
2015
-13.79%-4.05%
2014
8.30%10.21%
2013
27.84%31.21%
2012
17.54%14.57%
2011
-7.80%-0.75%
2010
8.62%13.66%
2009
38.86%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.69%4.62%N/AN/A
2022-0.57%-12.32%-5.27%8.85%
20215.50%9.94%-0.69%9.46%
2020-30.09%21.01%4.83%13.37%
201913.78%4.14%4.02%6.53%
2018-5.01%3.16%7.40%-10.47%
20174.68%0.15%0.21%1.81%
20161.85%6.81%2.30%0.46%
20150.49%-3.57%-12.84%2.08%
20142.14%7.62%-2.46%1.00%
201314.23%1.33%2.50%7.75%
201210.43%0.31%7.02%-0.85%
20115.42%-0.50%-18.16%7.40%
20104.24%-16.33%13.26%9.96%
2009-1.29%18.63%11.97%5.91%
2008-9.54%-23.15%N/AN/A

Rank in category (by total return)

YTD10
1-month5
3-month59
1-year35
3-year61
5-year27

Load adjusted returns

1-year10.27%
3-year11.41%
5-year8.39%
10-year6.84%