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Money
What a Labour government needs to do for pensions and work in the first 100 days
The next government should hit the ground running — here is what should be on the to-do list
ClearBridge Tactical Dividend Income C (SMDLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.97
+0.08
(+0.37%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
14
Number of years down
9
Best 1-yr total return (2 Jul 2024)
37.55%
Worst 1-yr total return (2 Jul 2024)
N/A
Risk statistics
3 years
SMDLX
Category average
5 years
SMDLX
Category average
10 years
SMDLX
Category average
Alpha
-1.36
-0.01
-4.66
-0.03
-6.28
-0.03
BETA
0.85
0.01
1
0.01
0.97
0.01
Mean annual return
0.72
0.01
0.92
0.01
0.55
0.01
R-squared
93.82
0.78
88.75
0.83
86.68
0.84
Standard deviation
15.66
0.17
19.24
0.19
15.9
0.16
Sharpe ratio
0.34
0
0.46
0
0.32
0.01
Treynor ratio
4.99
0.04
7.25
0.07
4.01
0.08
Data disclaimer
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