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The Lazard Funds, Inc. - Lazard Global Strategic Equity Portfolio (LSTOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.83-0.16 (-1.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.47%
5-Year Average Return8.29%
Number of Years Up5
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)29.01%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return29.01%
Worst 3-Yr Total Return2.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSTOXCategory
YTD3.47%9.95%
1-Month-3.23%2.98%
3-Month4.15%8.22%
1-Year13.63%40.81%
3-Year1.45%19.17%
5-Year8.29%18.49%
10-Year0.00%11.83%
Last Bull Market24.45%21.12%
Last Bear Market-14.47%-20.34%

Annual Total Return (%) History

Year
LSTOXCategory
2024
N/AN/A
2023
15.42%N/A
2022
-19.22%N/A
2021
15.90%N/A
2020
20.96%32.67%
2019
29.01%30.40%
2018
-9.39%-7.79%
2017
23.72%30.22%
2016
-0.45%2.42%
2015
-2.16%1.26%
2014
N/A2.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.92%N/AN/AN/A
20235.01%3.36%-5.21%12.19%
2022-9.64%-14.47%-7.89%13.49%
20212.08%8.31%-1.57%6.50%
2020-19.02%19.28%8.69%15.22%
201914.11%4.30%0.02%8.37%
20180.43%-0.43%3.19%-12.20%
20175.32%6.04%4.39%6.12%
2016-0.52%-0.31%3.97%-3.45%
20151.91%-2.27%-5.76%4.24%
20142.51%N/AN/AN/A

Rank In Category (By Total Return)

YTD62
1-Month20
3-Month49
1-Year69
3-Year48
5-Year69

Load Adjusted Returns

1-Year13.63%
3-Year1.45%
5-Year8.29%
10-YearN/A