ClearBridge Tactical Dividend Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1990 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6 | 0.92 | 0 |
| 1991 | 4.39 | 7.41 | 0.65 | -2.13 | 6.81 | -5.67 | 5.87 | 5.64 | -3.39 | 2.28 | -4.28 | 11.06 | 30.7 |
| 1992 | -1.62 | 2.47 | -2.65 | 0.41 | -0.25 | -3.19 | 4.27 | -2.78 | 2.19 | 2.55 | 5.54 | 0.85 | 7.6 |
| 1993 | 0.53 | -1.43 | 5.8 | -1.59 | 2.86 | -0.97 | -1.3 | 4.52 | 0.28 | 1.39 | -1.24 | 3.12 | 12.3 |
| 1994 | 2.03 | -1.59 | -4.44 | 1.83 | 2.01 | -4.35 | 3.13 | 2.48 | -2.56 | 1.86 | -3.32 | -0.08 | -3.4 |
| 1995 | 0.64 | 3.52 | 2.45 | 1.06 | 3.22 | 1.14 | 3.16 | -0.98 | 3.03 | 0.3 | 5.39 | -1.61 | 23.2 |
| 1996 | 2.62 | 0.62 | 1.8 | 0.77 | 1.81 | 0.11 | -5.71 | 2.68 | 5.56 | 0.05 | 5.58 | -3.21 | 12.8 |
| 1997 | 5.92 | -0.67 | -5.26 | 8.52 | 4.96 | -0.63 | 6.99 | -6.72 | 4.67 | -1.72 | 5.77 | 1.4 | 24.2 |
| 1998 | 2.48 | 7.03 | 4.81 | 0.1 | -2.58 | 8.15 | -1.32 | -12.97 | 7.45 | 5.56 | 5.68 | 10.01 | 37.3 |
| 1999 | 4.4 | -4.8 | 4.65 | -3.35 | -3.51 | 7.68 | -3.55 | 1.17 | -0.64 | 5.08 | 2.99 | 7.08 | 17.3 |
| 2000 | -6.58 | -0.05 | 9.84 | -4.5 | -4.45 | 6.94 | -1.79 | 6.65 | -8.4 | -2.45 | -8.9 | -4.31 | -18.3 |
| 2001 | 4.15 | -11.13 | -8.72 | 8.67 | 0.19 | -1.44 | 0.45 | -7.41 | -6.22 | 4.01 | 7.99 | -0.39 | -11.5 |
| 2002 | -0.65 | -3.02 | 2.3 | -8.2 | -2.88 | -7.64 | -5.14 | 1.02 | -10.81 | 10.71 | 4.67 | -7.11 | -25.3 |
| 2003 | -2.53 | -0.36 | 2.16 | 7.31 | 2.95 | 1.12 | 1.42 | 1.48 | -0.31 | 4.69 | 0.37 | 3.1 | 23.2 |
| 2004 | 2.06 | -0.07 | -2.3 | -1.36 | 1.37 | 0.36 | -5.12 | 0.3 | 0.15 | 0.75 | 2.59 | 2.72 | 1.2 |
| 2005 | -2.47 | -0.14 | -2.25 | -2.97 | 1.99 | -1.05 | 2.81 | -0.81 | 0.59 | -0.44 | 3.04 | -0.66 | -2.6 |
| 2006 | 1.68 | 0 | 2.01 | 0.91 | -1.67 | -0.43 | -0.93 | 3.09 | 2.3 | 3.95 | 1.38 | 1.1 | 14.1 |
| 2007 | 0.64 | -2.24 | 0.39 | 4.24 | 3.57 | -2.11 | -0.49 | 2.23 | 6.37 | 1.31 | -3.83 | -1.16 | 8.8 |
| 2008 | -9.25 | -2.29 | -0.33 | 3.69 | 3.3 | -9.34 | -0.97 | 2.02 | -10.6 | -15.68 | -10.34 | 1.62 | -40.5 |
| 2009 | -4.38 | -5.73 | 9.5 | 12.21 | 3.6 | 1.91 | 6.9 | 1.04 | 3.63 | -2.97 | 5.25 | 3.68 | 38.6 |
| 2010 | -5.04 | 3.86 | 5.62 | -1.79 | -8.67 | -6.33 | 8.33 | -4.49 | 9.4 | 3.28 | 0.28 | 6.06 | 8.8 |
| 2011 | 1.33 | 3.27 | 0.7 | 3.59 | -1.09 | -2.95 | -1.33 | -7.89 | -9.97 | 12.69 | -2.95 | -1.91 | -8 |
| 2012 | 7.21 | 2.76 | 0.18 | 1.78 | -6.04 | 4.86 | 3.41 | 1.29 | 2.1 | -0.38 | -1.27 | 0.73 | 17.3 |
| 2013 | 6.97 | 1.51 | 5.14 | 2.52 | -1.73 | 0.53 | 2.35 | -2.24 | 2.33 | 3.56 | 1.75 | 2.22 | 27.5 |
| 2014 | -1.54 | 2.58 | 1.09 | 1.23 | 2.47 | 3.69 | -3.05 | 4.8 | -4.08 | 0.73 | 1.65 | -1.4 | 8 |
| 2015 | -0.94 | 3 | -1.57 | 1.21 | 0.36 | -5.1 | -1.16 | -6.03 | -6.2 | 5.73 | -1.83 | -1.68 | -13.9 |
| 2016 | -5.31 | -0.34 | 7.83 | 0.83 | 2.09 | 3.76 | 3.09 | -1.12 | 0.31 | -3.29 | 1.98 | 1.79 | 11.6 |
| 2017 | 1.87 | 2.55 | 0.09 | 0.41 | -1.46 | 1.15 | 0.83 | -1.35 | 0.71 | -0.48 | 0.84 | 1.41 | 6.7 |
| 2018 | 2.62 | -5.39 | -2.2 | 0.51 | 2.34 | 0.27 | 4.92 | 2.25 | 0.02 | -5.52 | 2.11 | -7.31 | -6 |
| 2019 | 7.65 | 2.59 | 1.81 | 3.31 | -4.75 | 4.63 | 1.72 | -0.51 | 1.53 | 1.34 | 1.6 | 2.28 | 25.3 |
| 2020 | 0.11 | -9.81 | -23.93 | 15.3 | 3.93 | -0.3 | 3.56 | 4.93 | -7.65 | -2.19 | 10.31 | 3.08 | -4.8 |
| 2021 | 0.67 | 1.82 | 4.81 | 5.08 | 2.54 | 1.98 | 1.67 | 1.26 | -4.53 | 6.94 | -1.96 | 3.33 | 20.9 |
| 2022 | -2.07 | -1.27 | 1.86 | -6.46 | 2.85 | -9.83 | 7.72 | -3.16 | -10.29 | 8.71 | 4.83 | -5.52 | -13.9 |
| 2023 | 6.21 | -2.42 | 0 | 0.72 | -1.18 | 4 | 3 | -1.02 | -4.46 | -1.44 | 7.85 | 3.38 | 14.8 |
| 2024 | 0.23 | 3.49 | 2.25 | -4.62 | 15.8 |