Performance analysis of SCD (LMP Capital and Income Fund)
Annual Return
Over the past 3 years, SCD has had an average annual return of +17.20%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SCD has had an average annual return of +12.36%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SCD has had an average annual return of +12.23%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Feb 25, 2004, SCD has had an average annual return of +10.52%, underperforming the benchmark SPY, which returned +10.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.33% | -3.81% | +33.91% | +28.14% | -10.18% | +46.18% | -14.40% | +59.10% | -15.39% | +14.66% | +18.27% | -20.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +41.11% | +26.19% | +18.35% | +6.46% | +26.29% | +42.21% | -47.36% | +11.82% | +23.17% | +12.84% | -3.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.09% | +2.96% | -5.52% | +3.95% | +1.39% | +1.82% | -1.28% | +9.33% | |||||
| 2025 | -0.18% | +0.01% | -5.32% | -3.75% | +6.80% | -0.61% | -1.93% | +3.31% | +0.58% | -2.97% | -0.15% | +0.88% | -3.81% |
| 2024 | -1.18% | +3.52% | +11.77% | -3.42% | +2.42% | +2.33% | +2.36% | +5.37% | +7.55% | -5.17% | +8.31% | -2.88% | +33.91% |
| 2023 | +4.98% | -3.01% | +1.86% | +0.90% | -2.52% | +8.89% | +0.47% | +3.19% | -3.32% | -4.40% | +12.13% | +7.35% | +28.14% |
| 2022 | -5.53% | -0.49% | +4.20% | -9.03% | +3.83% | -8.85% | +8.85% | -3.65% | -10.84% | +11.77% | +8.02% | -5.66% | -10.18% |
| 2021 | +0.17% | +4.37% | +6.45% | +7.91% | +6.75% | +4.29% | -1.11% | +2.24% | -3.85% | +7.12% | -3.19% | +8.44% | +46.18% |
| 2020 | -0.19% | -16.31% | -34.70% | +22.46% | +5.68% | -1.10% | +1.90% | +7.26% | -3.93% | -4.90% | +16.80% | +5.14% | -14.40% |
| 2019 | +15.07% | +4.39% | +2.97% | +4.34% | -6.09% | +9.76% | +1.40% | -0.65% | +5.60% | +1.70% | +1.88% | +8.50% | +59.10% |
| 2018 | +1.29% | -6.23% | -2.41% | +0.95% | +2.75% | +0.53% | +4.67% | +4.24% | -0.40% | -10.76% | +1.89% | -11.40% | -15.39% |
| 2017 | +3.91% | +3.55% | +1.76% | +2.81% | -2.80% | +2.20% | +1.97% | -1.59% | +4.12% | -1.65% | -3.78% | +3.69% | +14.66% |
Drawdown analysis of SCD (LMP Capital and Income Fund)
The maximum drawdown for the SCD was -62.30%, occurring on Nov 20, 2008. Recovery took 612 trading sessions.
The current SCD drawdown is -1.59%.
Since Feb 25, 2004 SCD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.30% | Dec 26, 2007 | 229 | Nov 20, 2008 | 612 | Apr 28, 2011 | 841 |
| -60.76% | Jan 16, 2020 | 42 | Mar 18, 2020 | 278 | Apr 26, 2021 | 320 |
| -37.83% | Jul 25, 2014 | 390 | Feb 11, 2016 | 301 | Apr 24, 2017 | 691 |
| -27.12% | Oct 2, 2018 | 57 | Dec 24, 2018 | 81 | Apr 23, 2019 | 138 |
| -23.76% | Mar 4, 2004 | 46 | May 10, 2004 | 290 | Jul 5, 2005 | 336 |
| -23.38% | Dec 31, 2021 | 185 | Sep 27, 2022 | 201 | Jul 18, 2023 | 386 |
| -21.81% | Jan 24, 2025 | 51 | Apr 8, 2025 | 209 | Feb 6, 2026 | 260 |
| -19.99% | May 20, 2011 | 94 | Oct 4, 2011 | 86 | Feb 7, 2012 | 180 |
| -15.50% | May 20, 2013 | 24 | Jun 24, 2013 | 193 | Mar 31, 2014 | 217 |
| -14.49% | Jan 26, 2018 | 44 | Apr 2, 2018 | 98 | Aug 20, 2018 | 142 |
| -13.63% | Oct 1, 2012 | 31 | Nov 15, 2012 | 33 | Jan 4, 2013 | 64 |
| -12.99% | Jul 16, 2007 | 23 | Aug 16, 2007 | 91 | Dec 26, 2007 | 114 |
| -10.85% | Aug 31, 2023 | 40 | Oct 27, 2023 | 16 | Nov 20, 2023 | 56 |
| -9.92% | Mar 27, 2012 | 47 | Jun 4, 2012 | 30 | Jul 17, 2012 | 77 |
| -9.01% | Sep 9, 2005 | 29 | Oct 20, 2005 | 65 | Jan 25, 2006 | 94 |
| -8.46% | Mar 2, 2026 | 14 | Mar 20, 2026 | 68 | Jun 29, 2026 | 82 |
| -8.38% | Mar 28, 2024 | 11 | Apr 15, 2024 | 26 | May 21, 2024 | 37 |
| -7.68% | Nov 29, 2024 | 14 | Dec 19, 2024 | 22 | Jan 24, 2025 | 36 |
| -7.01% | Oct 9, 2017 | 27 | Nov 15, 2017 | 43 | Jan 19, 2018 | 70 |
| -6.97% | Oct 1, 2024 | 22 | Oct 31, 2024 | 20 | Nov 29, 2024 | 42 |
| -6.09% | Apr 30, 2019 | 22 | May 31, 2019 | 7 | Jun 11, 2019 | 29 |
| -6.08% | Jul 10, 2019 | 26 | Aug 15, 2019 | 15 | Sep 6, 2019 | 41 |
| -6.02% | Nov 12, 2021 | 14 | Dec 3, 2021 | 15 | Dec 27, 2021 | 29 |
| -5.96% | Sep 3, 2021 | 10 | Sep 20, 2021 | 21 | Oct 19, 2021 | 31 |
| -5.50% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |