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ClearBridge Tactical Dividend Income A (CFLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.25+0.04 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.18%
5-year average return10.93%
Number of years up23
Number of years down10
Best 1-yr total return (19 May 2024)38.58%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return38.58%
Worst 3-yr total return0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFLGXCategory
YTD3.35%4.44%
1-month-3.39%-4.04%
3-month3.11%4.09%
1-year16.98%14.37%
3-year7.87%6.04%
5-year9.22%9.20%
10-year6.26%8.57%
Last bull market20.38%22.97%
Last bear market-12.35%-11.27%

Annual total return (%) history

Year
CFLGXCategory
2024
N/AN/A
2023
19.34%11.63%
2022
-10.32%-5.90%
2021
25.72%26.22%
2020
0.34%2.91%
2019
30.92%25.04%
2018
-6.03%-8.53%
2017
6.68%15.94%
2016
11.53%14.81%
2015
-13.99%-4.05%
2014
8.02%10.21%
2013
27.48%31.21%
2012
17.25%14.57%
2011
-8.03%-0.75%
2010
8.50%13.66%
2009
38.58%24.13%
2008
-40.45%-37.09%
2007
8.78%1.42%
2006
14.08%18.15%
2005
-2.55%5.95%
2004
1.18%12.97%
2003
23.17%28.44%
2002
-25.36%-18.69%
2001
-11.53%-4.99%
2000
-17.96%7.87%
1999
17.18%6.72%
1998
37.19%12.00%
1997
31.38%26.61%
1996
13.84%20.08%
1995
27.55%32.39%
1994
-0.41%-0.70%
1993
12.26%N/A
1992
7.60%N/A
1991
30.73%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.97%N/AN/AN/A
20234.67%4.49%-1.64%10.92%
2022-0.63%-12.35%-5.37%8.81%
20215.43%9.87%-0.76%9.37%
2020-30.12%20.95%4.73%13.35%
201913.74%4.10%3.87%6.46%
2018-5.05%3.13%7.30%-10.56%
20174.56%0.08%0.16%1.77%
20161.74%6.80%2.25%0.39%
20150.43%-3.60%-12.92%2.03%
20142.09%7.55%-2.54%0.95%
201314.16%1.26%2.39%7.70%
201210.37%0.26%6.94%-0.92%
20115.37%-0.57%-18.18%7.28%
20104.17%-16.23%13.19%9.85%
2009-1.29%18.47%11.93%5.89%
2008-11.63%-2.89%-9.68%-23.18%
2007-1.22%5.68%8.21%-3.70%
20063.72%-1.20%4.48%6.54%
2005-4.81%-2.08%2.58%1.91%
2004-0.36%0.36%-4.69%6.16%
2003-0.79%11.71%2.60%8.32%
2002-1.43%-17.66%-14.54%7.61%
2001-15.51%7.30%-12.79%11.89%
20002.57%-2.38%-4.06%-14.60%
19994.01%0.42%-3.05%15.72%
199814.96%5.45%-7.71%22.62%
1997-0.33%19.48%4.47%5.60%
19965.12%3.73%2.21%2.15%
19956.72%5.96%5.24%7.17%
1994-4.05%0.89%2.99%-0.10%
19934.84%0.24%3.46%3.26%
1992-1.86%-3.03%3.58%9.15%
199112.85%-1.38%8.05%8.72%

Rank in category (by total return)

YTD71
1-month25
3-month72
1-year32
3-year20
5-year50

Load adjusted returns

1-year10.55%
3-year5.86%
5-year7.99%
10-year5.66%