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ClearBridge Tactical Dividend Income I (LADIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.61+0.08 (+0.34%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.99%
5-year average return10.47%
Number of years up11
Number of years down4
Best 1-yr total return (2 Jul 2024)38.86%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.86%
Worst 3-yr total return1.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLADIXCategory
YTD9.91%4.44%
1-month1.84%-4.04%
3-month2.72%4.09%
1-year20.07%14.37%
3-year8.72%6.04%
5-year10.68%9.20%
10-year6.54%8.57%
Last bull market20.45%22.97%
Last bear market-12.32%-11.27%

Annual total return (%) history

Year
LADIXCategory
2024
N/AN/A
2023
19.65%11.63%
2022
-10.11%-5.90%
2021
26.09%26.22%
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
20246.99%2.72%N/AN/A
20234.69%4.62%-1.61%11.04%
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)

YTD18
1-month6
3-month4
1-year12
3-year16
5-year34

Load adjusted returns

1-year20.07%
3-year8.72%
5-year10.68%
10-year6.54%