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Lazard International Strategic Eq Instl (LISIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.94-0.12 (-0.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.97%
5-year average return4.46%
Number of years up11
Number of years down7
Best 1-yr total return (20 Jun 2024)27.85%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return27.85%
Worst 3-yr total return-2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLISIXCategory
YTD4.59%9.07%
1-month3.92%-1.09%
3-month0.87%5.12%
1-year14.33%33.76%
3-year-0.74%8.50%
5-year5.78%10.08%
10-year3.78%5.80%
Last bull market22.85%14.90%
Last bear market-11.67%-23.70%

Annual total return (%) history

Year
LISIXCategory
2024
N/AN/A
2023
17.06%N/A
2022
-16.88%N/A
2021
5.99%N/A
2020
10.58%9.30%
2019
21.55%21.59%
2018
-10.35%-14.59%
2017
27.85%25.12%
2016
-5.17%0.79%
2015
-1.70%-1.59%
2014
-1.48%-4.98%
2013
25.02%19.44%
2012
25.00%18.29%
2011
-9.70%-13.97%
2010
14.43%10.24%
2009
27.76%31.24%
2008
-39.99%-43.99%
2007
12.88%12.71%
2006
26.21%24.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.75%N/AN/AN/A
20237.82%3.87%-6.56%11.86%
2022-8.43%-11.67%-10.20%14.44%
20212.79%4.57%-0.59%-0.80%
2020-23.80%16.04%6.71%17.19%
201911.48%3.55%-1.52%6.92%
20182.29%-2.05%1.23%-11.61%
20175.71%7.83%5.71%6.10%
2016-0.30%-1.28%2.21%-5.74%
20154.88%1.25%-10.71%3.66%
20141.31%4.85%-5.72%-1.63%
20136.23%0.88%9.54%6.49%
201213.00%-4.40%8.20%6.94%
20112.07%4.06%-19.36%5.44%
20103.51%-12.94%20.92%5.01%
2009-14.51%23.21%20.04%1.05%
2008-10.53%-1.90%-18.44%-16.16%
20073.00%4.83%0.61%3.90%
200612.70%-0.58%2.93%9.44%

Rank in category (by total return)

YTD89
1-month75
3-month99
1-year81
3-year85
5-year87

Load adjusted returns

1-year14.33%
3-year-0.74%
5-year5.78%
10-year3.78%