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Lazard US Equity Focus Portfolio (LZUOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.11+0.03 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.53%
5-year average return12.13%
Number of years up14
Number of years down5
Best 1-yr total return (2 Jul 2024)31.25%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.25%
Worst 3-yr total return6.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLZUOXCategory
YTD9.30%5.31%
1-month2.55%-4.19%
3-month1.87%3.90%
1-year17.35%20.31%
3-year5.62%6.48%
5-year12.26%11.78%
10-year10.29%10.96%
Last bull market22.17%25.56%
Last bear market-14.33%-15.11%

Annual total return (%) history

Year
LZUOXCategory
2024
N/AN/A
2023
19.53%22.32%
2022
-17.18%-16.96%
2021
26.96%26.07%
2020
17.08%15.83%
2019
31.25%28.78%
2018
-3.40%-6.27%
2017
17.75%20.44%
2016
9.46%10.37%
2015
-5.11%-1.07%
2014
14.77%10.96%
2013
28.04%31.50%
2012
14.10%14.96%
2011
1.42%-1.27%
2010
12.79%14.01%
2009
27.71%28.17%
2008
-35.63%-37.79%
2007
-0.07%6.16%
2006
17.20%14.17%
2005
4.79%5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.30%1.87%N/AN/A
20234.59%6.44%-3.92%11.74%
2022-4.58%-14.33%-5.60%7.32%
20217.36%8.59%1.26%7.54%
2020-20.10%19.36%9.01%12.62%
201913.13%4.64%2.47%8.20%
20180.24%2.56%8.15%-13.12%
20175.65%1.94%4.03%5.08%
20160.27%0.18%6.45%2.36%
2015-0.40%0.08%-7.83%3.28%
20141.60%5.81%-0.19%6.96%
20139.96%1.97%3.70%10.11%
201210.40%-4.51%6.82%1.32%
20115.91%-0.63%-14.29%12.44%
20104.74%-13.21%11.35%11.43%
2009-9.87%16.43%15.02%5.80%
2008-9.15%-1.42%-6.48%-23.14%
20071.10%6.44%-2.22%-5.03%
20062.89%-0.56%5.30%8.78%
2005-2.40%2.25%3.51%1.44%

Rank in category (by total return)

YTD78
1-month59
3-month65
1-year75
3-year83
5-year73

Load adjusted returns

1-year17.35%
3-year5.62%
5-year12.26%
10-year10.29%