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Lazard US Equity Concentrated R6 (RLUEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.60-0.02 (-0.23%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.58%
5-year average return7.16%
Number of years up5
Number of years down2
Best 1-yr total return (24 Apr 2024)31.79%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return31.79%
Worst 3-yr total return3.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLUEXCategory
YTD3.47%14.84%
1-month2.87%1.65%
3-month3.47%7.55%
1-year10.63%40.47%
3-year3.84%16.77%
5-year8.63%16.15%
10-year9.78%13.21%
Last bull market35.79%24.09%
Last bear market-13.98%-17.61%

Annual total return (%) history

Year
RLUEXCategory
2024
N/AN/A
2023
16.73%N/A
2022
-19.89%N/A
2021
26.06%N/A
2020
8.90%15.83%
2019
31.79%28.78%
2018
-6.08%-6.27%
2017
15.52%20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.47%N/AN/AN/A
20239.18%4.91%-8.24%11.07%
2022-5.87%-13.98%-6.91%6.29%
20218.96%6.34%0.26%8.52%
2020-20.43%16.37%6.78%10.13%
201915.71%5.15%3.37%4.78%
20180.39%2.21%4.97%-12.80%
20176.06%1.60%1.57%5.55%

Rank in category (by total return)

YTD99
1-month77
3-month99
1-year99
3-year98
5-year99

Load adjusted returns

1-year10.63%
3-year3.84%
5-year8.63%
10-year9.78%