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Lazard Emerging Markets Strat Eq Inst (EMBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.82-0.05 (-0.46%)
At close: 09:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.13%
5-Year Average Return0.05%
Number of Years Up5
Number of Years Down7
Best 1 Yr Total Return (Jun 21, 2023)35.98%
Worst 1 Yr Total Return (Jun 21, 2023)N/A
Best 3-Yr Total Return35.98%
Worst 3-Yr Total Return-7.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEMBIXCategory
YTD7.13%8.73%
1-Month2.27%1.20%
3-Month5.05%5.47%
1-Year6.52%41.79%
3-Year2.19%11.48%
5-Year0.05%12.18%
10-Year2.23%4.39%
Last Bull Market21.87%17.73%
Last Bear Market-11.02%-25.55%

Annual Total Return (%) History

Year
EMBIXCategory
2023
N/AN/A
2022
-19.04%N/A
2021
-5.54%N/A
2020
14.74%17.90%
2019
24.21%19.25%
2018
-21.05%-16.07%
2017
35.98%34.17%
2016
13.12%8.47%
2015
-12.74%-13.79%
2014
-8.66%-3.01%
2013
-1.14%-0.14%
2012
18.19%18.15%
2011
-20.43%-19.86%
2010
N/A19.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.45%N/AN/AN/A
2022-7.61%-11.02%-11.06%10.73%
20212.46%2.19%-8.95%-0.92%
2020-26.93%20.34%5.88%23.24%
201914.17%0.61%-3.56%12.12%
20180.23%-10.19%-4.06%-8.58%
201713.33%4.87%8.68%5.27%
20164.45%4.15%9.48%-5.03%
2015-1.80%3.67%-17.09%3.39%
2014-3.04%7.75%-6.08%-6.91%
20130.35%-8.09%5.76%1.35%
201217.59%-8.70%5.66%4.18%
2011-0.24%1.05%-24.35%4.35%
201017.62%6.10%N/AN/A

Rank In Category (By Total Return)

YTD48
1-Month71
3-Month59
1-Year54
3-Year58
5-Year68

Load Adjusted Returns

1-Year-6.66%
3-Year3.12%
5-Year-1.29%
10-Year0.81%