Australia markets open in 2 hours 47 minutes

ClearBridge Dividend Strategy 1 (LCBOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.44-0.34 (-1.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.27%
5-year average return11.12%
Number of years up9
Number of years down3
Best 1-yr total return (27 June 2024)31.26%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.26%
Worst 3-yr total return7.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCBOXCategory
YTD6.44%5.31%
1-month3.14%-4.19%
3-month2.44%3.90%
1-year19.54%20.31%
3-year7.89%6.48%
5-year12.30%11.78%
10-year10.48%10.96%
Last bull market19.17%25.56%
Last bear market-10.75%-15.11%

Annual total return (%) history

Year
LCBOXCategory
2024
N/AN/A
2023
14.37%22.32%
2022
-8.16%-16.96%
2021
26.86%26.07%
2020
7.93%15.83%
2019
31.26%28.78%
2018
-4.88%-6.27%
2017
19.44%20.44%
2016
15.32%10.37%
2015
-4.35%-1.07%
2014
13.11%10.96%
2013
25.88%31.50%
2012
13.85%14.96%
2011
N/A-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.63%N/AN/AN/A
20231.35%7.22%-4.19%9.85%
2022-1.28%-10.75%-7.29%12.44%
20215.18%7.58%0.81%11.22%
2020-21.83%15.83%7.63%10.75%
201913.25%5.57%3.33%6.25%
2018-3.39%1.93%6.29%-9.12%
20174.61%3.63%4.23%5.71%
20165.38%3.28%2.12%3.77%
2015-1.06%-2.23%-6.50%5.76%
20141.83%4.99%0.24%5.54%
201311.01%1.41%3.54%8.00%
20128.46%-0.14%5.28%-0.14%
2011-9.62%11.92%N/AN/A

Rank in category (by total return)

YTD83
1-month80
3-month72
1-year86
3-year53
5-year82

Load adjusted returns

1-year19.54%
3-year7.89%
5-year12.30%
10-year10.48%