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Lazard International Small Cap Eq Instl (LZISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.13+0.05 (+0.62%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.21%
5-year average return2.47%
Number of years up19
Number of years down11
Best 1-yr total return (17 Jun 2024)39.17%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return39.17%
Worst 3-yr total return-2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLZISXCategory
YTD-1.31%7.70%
1-month3.88%0.28%
3-month2.47%7.17%
1-year4.78%42.00%
3-year-7.01%13.14%
5-year3.35%14.91%
10-year2.67%9.64%
Last bull market16.56%19.05%
Last bear market-18.89%-21.47%

Annual total return (%) history

Year
LZISXCategory
2024
N/AN/A
2023
11.55%N/A
2022
-26.32%N/A
2021
11.83%N/A
2020
13.44%28.40%
2019
26.01%27.78%
2018
-24.88%-18.34%
2017
36.67%36.19%
2016
-4.74%-2.98%
2015
9.71%7.05%
2014
-2.77%-5.40%
2013
30.20%26.61%
2012
22.28%22.20%
2011
-14.11%-14.72%
2010
23.55%23.04%
2009
39.17%49.24%
2008
-49.84%-49.02%
2007
-4.61%12.03%
2006
26.31%26.79%
2005
14.77%24.86%
2004
32.28%24.38%
2003
42.21%54.17%
2002
-3.08%-15.43%
2001
-6.77%-24.44%
2000
-4.44%-15.12%
1999
26.07%83.28%
1998
7.55%16.95%
1997
0.26%7.15%
1996
15.65%17.95%
1995
1.78%7.51%
1994
-4.51%-5.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.31%N/AN/AN/A
20237.28%-0.97%-6.19%11.93%
2022-11.37%-18.89%-11.45%15.75%
20213.41%8.24%1.70%-1.76%
2020-26.42%22.85%7.26%16.98%
201910.55%3.36%-1.85%12.35%
20180.73%-3.53%-2.96%-20.34%
20176.94%9.27%8.99%7.32%
20160.37%-3.38%5.04%-6.47%
20155.39%5.40%-8.03%7.39%
20143.51%2.29%-7.44%-0.79%
20137.76%0.11%12.44%7.33%
201214.62%-5.48%8.14%4.38%
20111.60%1.09%-16.98%0.74%
20105.09%-10.54%17.83%11.54%
2009-11.46%31.53%20.21%-0.60%
2008-6.86%-2.15%-24.53%-27.07%
20072.36%2.31%-3.93%-5.18%
200610.94%-1.37%0.68%14.65%
20053.01%-1.56%9.90%2.98%
20048.60%4.76%0.23%15.99%
2003-7.23%21.81%9.91%14.49%
20024.15%6.80%-16.15%3.92%
2001-6.52%3.91%-13.75%11.28%
20005.52%-4.16%-2.16%-3.43%
1999-1.40%8.10%6.90%10.65%
199820.62%3.62%-19.58%7.01%
19971.68%5.61%1.73%-8.22%
19963.81%5.13%0.17%5.79%
1995-5.78%5.93%5.79%-3.60%
19942.67%-4.03%2.71%-5.64%

Rank in category (by total return)

YTD83
1-month79
3-month50
1-year83
3-year66
5-year82

Load adjusted returns

1-year4.78%
3-year-7.01%
5-year3.35%
10-year2.67%