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Lazard US Equity Concentrated Portfolio Open Shares (LEVOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.44-0.26 (-1.26%)
As of 8:08AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.78%
5-Year Average Return10.60%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)31.42%
Worst 1 Yr Total Return (Feb. 3, 2019)-36.43%
Best 3-Yr Total Return31.42%
Worst 3-Yr Total Return-7.02%

Trailing Returns (%) Vs. Benchmarks

ReturnLEVOXCategory
YTD12.37%12.98%
1-Month0.05%0.96%
3-Month5.04%10.42%
1-Year30.60%40.70%
3-Year12.64%16.28%
5-Year10.88%15.72%
10-Year13.07%12.84%
Last Bull Market25.08%24.09%
Last Bear Market-20.33%-17.63%

Annual Total Return (%) History

Year
LEVOXCategory
2021
N/AN/A
2020
8.63%15.83%
2019
31.42%28.78%
2018
-6.35%-6.27%
2017
15.22%20.44%
2016
7.06%10.37%
2015
6.67%-1.07%
2014
18.28%10.96%
2013
29.21%31.50%
2012
16.51%14.96%
2011
-1.77%-1.27%
2010
11.62%14.01%
2009
24.49%28.17%
2008
-36.43%-37.79%
2007
1.59%6.16%
2006
25.20%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.91%N/AN/AN/A
2020-20.44%16.21%6.75%10.05%
201915.63%5.06%3.36%4.67%
20180.26%2.20%4.88%-12.86%
20175.96%1.52%1.50%5.52%
20161.15%1.07%7.43%-2.51%
20153.04%0.50%-3.58%6.83%
20141.81%6.82%0.25%8.49%
201311.88%1.74%3.67%9.48%
201212.37%-5.07%7.46%1.65%
20115.72%-1.28%-17.15%13.60%
20105.54%-12.90%9.91%10.48%
2009-14.06%19.17%16.09%4.71%
2008-9.55%-4.20%-6.33%-21.68%
20071.02%6.48%0.36%-5.90%
20065.11%0.38%7.96%9.92%
20050.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month100
3-Month65
1-Year88
3-Year80
5-Year91

Load Adjusted Returns

1-Year33.74%
3-Year14.58%
5-Year12.96%
10-Year12.61%