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ClearBridge Dividend Strategy FI (LBRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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29.68

-0.18

(-0.60%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up7

Number of years down3

Best 1-yr total return (24 June 2024)30.92%

Worst 1-yr total return (24 June 2024)N/A

Risk statistics

3 years

LBRIXCategory average

5 years

LBRIXCategory average

10 years

LBRIXCategory average

Alpha

-0.96-0.01

-2-0.01

-1.07-0.01

BETA

0.830.01

0.890.01

0.880.01

Mean annual return

0.710.01

1.070.01

0.890.01

R-squared

88.540.94

91.750.95

91.880.95

Standard deviation

15.720.17

16.850.19

14.020.15

Sharpe ratio

0.340

0.620.01

0.650.01

Treynor ratio

5.140.03

10.980.1

9.770.1