Australia markets close in 57 minutes

ClearBridge Dividend Strategy IS (LCBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
31.06-0.18 (-0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.56%
5-year average return11.34%
Number of years up7
Number of years down3
Best 1-yr total return (24 June 2024)31.34%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return31.34%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCBEXCategory
YTD6.45%5.31%
1-month3.15%-4.19%
3-month2.46%3.90%
1-year19.59%20.31%
3-year7.95%6.48%
5-year12.37%11.78%
10-year10.57%10.96%
Last bull market19.19%25.56%
Last bear market-10.70%-15.11%

Annual total return (%) history

Year
LCBEXCategory
2024
N/AN/A
2023
14.44%22.32%
2022
-8.07%-16.96%
2021
26.90%26.07%
2020
8.02%15.83%
2019
31.34%28.78%
2018
-4.78%-6.27%
2017
19.60%20.44%
2016
15.52%10.37%
2015
-4.28%-1.07%
2014
13.21%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.63%N/AN/AN/A
20231.35%7.23%-4.19%9.91%
2022-1.29%-10.70%-7.28%12.47%
20215.22%7.55%0.80%11.25%
2020-21.84%15.88%7.69%10.76%
201913.23%5.61%3.34%6.29%
2018-3.40%1.95%6.37%-9.10%
20174.62%3.71%4.19%5.80%
20165.44%3.33%2.15%3.79%
2015-1.02%-2.22%-6.49%5.75%
20141.92%5.01%0.25%5.52%
20133.54%8.01%N/AN/A

Rank in category (by total return)

YTD83
1-month80
3-month72
1-year86
3-year53
5-year81

Load adjusted returns

1-year19.59%
3-year7.95%
5-year12.37%
10-year10.57%