Lazard Managed Balanced B Inc (0P00000QZY.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return5.52%
5-Year Average Return3.96%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Jul 1, 2024)17.11%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return17.11%
Worst 3-Yr Total Return1.85%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return0P00000QZY.LCategory
YTD4.87%0.00%
1-Month0.82%0.00%
3-Month5.15%0.00%
1-Year10.71%0.00%
3-Year1.77%0.00%
5-Year4.76%0.00%
10-Year5.92%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P00000QZY.LCategory
2024N/AN/A
20237.50%N/A
2022-11.94%N/A
202112.80%N/A
20206.37%N/A
201916.56%N/A
2018-6.18%N/A
201712.23%N/A
201614.52%N/A
20151.50%N/A
20146.00%N/A
201317.11%N/A
201211.82%N/A
2011-1.70%N/A
201012.78%N/A
200917.11%N/A
2008-21.95%N/A
20075.07%N/A
200611.56%N/A
200518.73%N/A
20049.29%N/A
200315.15%N/A
2002-16.66%N/A
2001-6.84%N/A
20001.93%N/A
1999N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20243.11%N/AN/AN/A
20233.16%-1.28%0.50%5.03%
2022-3.65%-8.61%-5.67%6.01%
20212.45%4.70%2.44%2.65%
2020-13.92%12.25%1.09%8.90%
20198.46%4.90%2.45%-0.00%
2018-4.63%6.91%0.76%-8.67%
20174.31%0.83%2.00%4.61%
2016-0.15%3.90%8.43%1.79%
20155.46%-4.10%-4.86%5.48%
20140.16%0.53%2.36%2.84%
201310.18%-2.73%5.54%3.53%
20127.46%-3.11%4.86%2.41%
20110.09%0.75%-7.76%5.69%
20106.47%-8.22%8.94%5.94%
2009-8.59%8.02%16.88%1.47%
2008-8.00%-2.84%-9.38%-3.64%
20071.31%2.09%-0.60%2.20%
20068.52%-4.41%3.05%4.37%
20052.18%4.47%8.07%2.92%
20040.70%1.52%2.01%4.81%
2003-3.43%10.59%3.34%4.32%
20021.74%-10.08%-13.57%5.40%
2001-2.51%-1.67%-11.18%9.41%
2000-0.62%0.98%1.45%0.11%
1999-4.46%9.05%N/AN/A
Rank In Category (By Total Return)
YTD39
1-Month52
3-Month7
1-Year50
3-Year67
5-Year58
Load Adjusted Returns
1-Year4.42%
3-Year-0.19%
5-Year3.54%
10-Year5.30%
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