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Lazard Opportunistic Strategies Portfolio Institutional Shares (LCAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.66+0.04 (+0.42%)
At close: 08:06AM EST

Performance overview

Morningstar return rating★★★
Year-to-date return6.75%
5-year average return3.89%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)21.21%
Worst 1-yr total return (3 Feb 2019)-12.72%
Best 3-yr total return21.21%
Worst 3-yr total return1.90%

Trailing returns (%) vs. Benchmarks

ReturnLCAIXCategory
YTD-5.68%9.69%
1-month0.93%0.97%
3-month-5.68%5.21%
1-year2.66%27.45%
3-year7.16%8.85%
5-year6.67%8.56%
10-year5.14%5.61%
Last bull market12.40%10.63%
Last bear market-12.74%-12.05%

Annual total return (%) history

Year
LCAIXCategory
2021
12.96%N/A
2020
9.47%9.83%
2019
15.15%14.61%
2018
-12.72%-7.70%
2017
17.74%12.63%
2016
5.36%5.99%
2015
-3.80%-5.93%
2014
4.40%2.41%
2013
12.22%8.62%
2012
9.16%9.45%
2011
-3.28%-3.36%
2010
14.57%10.53%
2009
21.21%20.30%
2008
N/A-23.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.78%4.10%-0.87%5.48%
2020-11.96%13.58%3.34%5.93%
20199.15%1.78%0.31%3.33%
2018-2.26%-0.29%2.67%-12.77%
20174.54%3.85%4.84%3.45%
2016-1.28%2.06%4.88%-0.29%
20150.90%-1.48%-5.70%2.62%
20140.59%2.23%-0.38%1.91%
20133.29%-3.57%7.96%4.36%
20128.32%-4.19%5.20%-0.02%
20113.41%-0.87%-10.44%5.35%
20100.91%-4.95%10.22%8.38%
2009-5.43%14.66%10.65%1.03%
20083.62%-15.62%-12.23%N/A

Rank in category (by total return)

YTD63
1-month74
3-month72
1-year77
3-year67
5-year49

Load adjusted returns

1-year18.27%
3-year6.85%
5-year7.91%
10-year5.52%