LMP Capital and Income Fund Inc. (SCD)

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The chart shows the growth of an initial investment of $10,000 in LMP Capital and Income Fund Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

LMP Capital and Income Fund Inc. (SCD) has returned 3.21% so far this year and 5.03% over the past 12 months. Looking at the last ten years, SCD has achieved an annualized return of 13.05%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Feb 25, 2004, SCD's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2014 with a return of +35.4%, while the worst month was Mar 2020 at -35.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.

On a daily basis, SCD closed higher 53% of trading days. The best single day was Apr 25, 2014 with a return of +32.1%, while the worst single day was Mar 18, 2020 at -22.4%.

LMP Capital and Income Fund Inc. has an annualized alpha of 4.74%, beta of 0.86, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since February 26, 2004.

• This fund captured 122.54% of S&P 500 Index gains and 109.94% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.47 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

SCD ranks 11 for risk / return — in the bottom 11% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for LMP Capital and Income Fund Inc. (SCD) and compare them to a chosen benchmark (S&P 500 Index).

LMP Capital and Income Fund Inc. provided a 9.62% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for LMP Capital and Income Fund Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the LMP Capital and Income Fund Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the LMP Capital and Income Fund Inc. was 62.40%, occurring on Nov 20, 2008. Recovery took 612 trading sessions.

The current LMP Capital and Income Fund Inc. drawdown is 6.33%.

The chart below shows the rolling one-month volatility.