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Lazard US Small Cap Equity Select Portfolio R6 (LZCOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.20-0.02 (-0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.45%
5-year average return5.33%
Number of years up18
Number of years down8
Best 1-yr total return (23 Apr 2024)54.96%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return54.96%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLZCOXCategory
YTD6.88%20.19%
1-month3.87%0.02%
3-month6.88%4.36%
1-year15.39%60.18%
3-year1.89%11.32%
5-year7.37%13.88%
10-year6.93%11.19%
Last bull market41.00%27.98%
Last bear market-15.28%-24.08%

Annual total return (%) history

Year
LZCOXCategory
2024
N/AN/A
2023
9.83%N/A
2022
-15.49%N/A
2021
19.59%N/A
2020
6.10%10.99%
2019
29.51%23.75%
2018
-13.49%-12.72%
2017
13.82%12.28%
2016
15.92%20.78%
2015
-2.47%-5.38%
2014
11.01%3.79%
2013
35.37%37.39%
2012
15.06%15.46%
2011
-10.09%-4.07%
2010
23.36%25.61%
2009
54.96%31.80%
2008
-34.73%-36.56%
2007
-6.60%-1.10%
2006
16.77%15.03%
2005
3.93%6.75%
2004
14.90%18.94%
2003
38.56%43.41%
2002
-17.82%-16.22%
2001
17.69%8.92%
2000
15.60%11.89%
1999
1.47%19.95%
1998
-12.86%-3.03%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.88%N/AN/AN/A
20231.73%1.61%-3.65%10.27%
2022-4.94%-15.28%-3.56%8.82%
202112.15%4.17%-3.10%5.63%
2020-31.16%20.55%3.44%23.60%
201914.26%6.20%1.64%5.01%
2018-1.31%5.39%3.15%-19.37%
20171.24%2.96%4.20%4.80%
20160.00%-0.16%5.82%9.73%
20156.05%0.00%-10.82%3.11%
20143.11%5.10%-5.66%8.58%
201311.76%2.35%9.33%8.23%
201212.59%-5.01%4.06%3.39%
20118.13%-2.01%-26.08%14.78%
20104.93%-7.42%10.69%14.72%
2009-8.31%28.22%18.81%10.94%
2008-10.50%1.37%-3.95%-25.10%
20071.96%3.85%-4.61%-7.53%
200613.34%-6.00%-0.37%10.01%
2005-2.13%1.74%4.61%-0.22%
20044.58%1.43%-2.98%11.65%
2003-5.06%18.17%7.94%14.42%
20026.90%-9.32%-19.34%5.09%
2001-3.16%12.82%-10.47%20.31%
20003.88%0.12%4.96%5.91%
1999-7.90%20.34%-8.72%0.30%
19989.94%-8.04%-23.59%12.81%
199718.08%12.02%-2.20%N/A

Rank in category (by total return)

YTD33
1-month45
3-month33
1-year80
3-year72
5-year84

Load adjusted returns

1-year15.39%
3-year1.89%
5-year7.37%
10-year6.93%