Performance analysis of CTR (ClearBridge MLP and Midstream Total Return Fund)
Annual Return
Over the past 3 years, CTR has had an average annual return of +21.12%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CTR has had an average annual return of +18.21%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CTR has had an average annual return of +4.42%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 27, 2012, CTR has had an average annual return of +1.87%, underperforming the benchmark SPY, which returned +15.22% annual.
| 2026 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.82% | +17.04% | +38.79% | +27.72% | +75.01% | -62.00% | +21.61% | -25.54% | -0.20% | +14.97% | -37.70% | +2.78% |
| 2013 | 2012 | ||||||||||
| +22.75% | -1.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +16.82% | +16.82% | |||||||
| 2024 | +3.15% | +4.64% | +8.02% | -0.99% | +5.61% | -4.67% | -1.03% | +3.15% | -1.35% | +17.04% | |||
| 2023 | +9.06% | -1.48% | -3.11% | +3.63% | -6.06% | +14.97% | +6.43% | -1.06% | -1.96% | -3.92% | +13.94% | +5.41% | +38.79% |
| 2022 | +11.14% | +3.10% | +9.25% | +0.19% | +8.89% | -18.16% | +16.14% | +2.48% | -12.21% | +17.96% | +1.05% | -8.25% | +27.72% |
| 2021 | +8.65% | +18.06% | +9.45% | +9.54% | +11.22% | +5.71% | -7.81% | +0.59% | +3.93% | +10.09% | -9.05% | +0.30% | +75.01% |
| 2020 | -5.35% | -16.50% | -79.12% | +94.87% | +15.36% | -10.27% | -7.63% | +6.35% | -22.60% | +4.03% | +41.26% | +2.14% | -62.00% |
| 2019 | +24.73% | -2.52% | +4.63% | -1.55% | -2.03% | +2.62% | +0.11% | -5.51% | +3% | -7.40% | -3.90% | +11.41% | +21.61% |
| 2018 | +10.41% | -10.22% | -12.53% | +10.16% | +7.37% | -1.58% | +5.01% | +0.54% | -1.30% | -13.47% | -1.84% | -16.66% | -25.54% |
| 2017 | +5.10% | +3.77% | -0.07% | -0.30% | -3.77% | -0.24% | +0.55% | -3.16% | +4.70% | -8.10% | -3.94% | +6.31% | -0.20% |
Drawdown analysis of CTR (ClearBridge MLP and Midstream Total Return Fund)
The maximum drawdown for the CTR was -94.85%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current CTR drawdown is -6.20%.
Since Jun 27, 2012 CTR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.85% | Aug 29, 2014 | 1396 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -12.82% | May 20, 2013 | 141 | Dec 9, 2013 | 121 | Jun 4, 2014 | 262 |
| -8.54% | Oct 15, 2012 | 22 | Nov 16, 2012 | 35 | Jan 9, 2013 | 57 |
| -5.62% | Jul 1, 2014 | 25 | Aug 6, 2014 | 9 | Aug 19, 2014 | 34 |
| -4.26% | Jul 13, 2012 | 12 | Jul 31, 2012 | 48 | Oct 8, 2012 | 60 |
| -3.27% | Feb 12, 2013 | 6 | Feb 21, 2013 | 4 | Feb 27, 2013 | 10 |
| -2.51% | Apr 1, 2013 | 3 | Apr 4, 2013 | 3 | Apr 9, 2013 | 6 |
| -2.33% | Apr 19, 2013 | 4 | Apr 25, 2013 | 2 | Apr 29, 2013 | 6 |
| -2.16% | Jul 5, 2012 | 3 | Jul 10, 2012 | 3 | Jul 13, 2012 | 6 |
| -2.03% | Mar 11, 2013 | 6 | Mar 19, 2013 | 5 | Mar 26, 2013 | 11 |
| -1.86% | Apr 11, 2013 | 2 | Apr 15, 2013 | 4 | Apr 19, 2013 | 6 |
| -1.41% | Feb 1, 2013 | 1 | Feb 4, 2013 | 2 | Feb 6, 2013 | 3 |
| -1.31% | May 1, 2013 | 2 | May 3, 2013 | 4 | May 9, 2013 | 6 |
| -0.98% | Feb 6, 2013 | 1 | Feb 7, 2013 | 3 | Feb 12, 2013 | 4 |
| -0.78% | Jan 22, 2013 | 3 | Jan 25, 2013 | 2 | Jan 29, 2013 | 5 |
| -0.69% | Jun 6, 2014 | 4 | Jun 12, 2014 | 5 | Jun 19, 2014 | 9 |
| -0.64% | Apr 29, 2013 | 1 | Apr 30, 2013 | 1 | May 1, 2013 | 2 |
| -0.53% | Oct 8, 2012 | 1 | Oct 9, 2012 | 3 | Oct 12, 2012 | 4 |
| -0.50% | Aug 21, 2014 | 1 | Aug 22, 2014 | 2 | Aug 26, 2014 | 3 |
| -0.49% | Jan 17, 2013 | 1 | Jan 18, 2013 | 1 | Jan 22, 2013 | 2 |
| -0.33% | Feb 27, 2013 | 3 | Mar 4, 2013 | 1 | Mar 5, 2013 | 4 |
| -0.23% | Mar 5, 2013 | 1 | Mar 6, 2013 | 1 | Mar 7, 2013 | 2 |
| -0.18% | Jun 4, 2014 | 1 | Jun 5, 2014 | 1 | Jun 6, 2014 | 2 |
| -0.15% | Jan 29, 2013 | 1 | Jan 30, 2013 | 1 | Jan 31, 2013 | 2 |
| -0.14% | Jan 11, 2013 | 1 | Jan 14, 2013 | 1 | Jan 15, 2013 | 2 |