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Lazard US Equity Focus Portfolio (LZUSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.01+0.14 (+0.83%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.62%
5-Year Average Return12.40%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)31.67%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return31.67%
Worst 3-Yr Total Return6.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLZUSXCategory
YTD6.69%5.31%
1-Month3.01%-4.19%
3-Month1.30%3.90%
1-Year20.46%20.31%
3-Year5.48%6.48%
5-Year13.44%11.78%
10-Year10.62%10.96%
Last Bull Market22.34%25.56%
Last Bear Market-14.21%-15.11%

Annual Total Return (%) History

Year
LZUSXCategory
2024
N/AN/A
2023
19.77%22.32%
2022
-16.94%-16.96%
2021
27.36%26.07%
2020
17.29%15.83%
2019
31.67%28.78%
2018
-3.12%-6.27%
2017
18.17%20.44%
2016
9.70%10.37%
2015
-4.75%-1.07%
2014
15.04%10.96%
2013
28.38%31.50%
2012
14.56%14.96%
2011
1.65%-1.27%
2010
13.13%14.01%
2009
28.12%28.17%
2008
-35.44%-37.79%
2007
0.33%6.16%
2006
17.78%14.17%
2005
4.68%5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.41%N/AN/AN/A
20234.62%6.55%-3.87%11.77%
2022-4.54%-14.21%-5.62%7.46%
20217.55%8.55%1.40%7.58%
2020-20.03%19.33%9.14%12.62%
201913.20%4.75%2.56%8.28%
20180.32%2.57%8.25%-13.03%
20175.85%1.95%4.12%5.17%
20160.36%0.18%6.56%2.39%
2015-0.24%0.08%-7.77%3.44%
20141.68%5.83%-0.04%6.95%
20139.99%2.07%3.80%10.17%
201210.52%-4.41%6.81%1.52%
20115.91%-0.53%-14.20%12.45%
20104.74%-13.10%11.40%11.57%
2009-9.74%16.46%15.05%5.94%
2008-9.07%-1.43%-6.38%-23.06%
20071.19%6.53%-2.06%-4.97%
20063.19%-0.56%5.40%8.90%
2005-2.30%2.35%3.60%1.04%

Rank In Category (By Total Return)

YTD82
1-Month82
3-Month86
1-Year82
3-Year84
5-Year70

Load Adjusted Returns

1-Year20.46%
3-Year5.48%
5-Year13.44%
10-Year10.62%