Canada Markets closed

Lazard US Equity Concentrated Portfolio R6 Shares (RLUEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.41+0.13 (+0.80%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.82%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb. 3, 2019)31.79%
Worst 1 Yr Total Return (Feb. 3, 2019)-6.08%
Best 3-Yr Total Return31.79%
Worst 3-Yr Total Return12.66%

Trailing Returns (%) Vs. Benchmarks

ReturnRLUEXCategory
YTD-7.40%-5.48%
1-Month-0.38%1.64%
3-Month16.37%19.61%
1-Year0.30%3.74%
3-Year7.11%8.15%
5-Year7.93%8.35%
10-Year12.62%12.22%
Last Bull Market25.44%23.85%
Last Bear Market-20.23%-17.53%

Annual Total Return (%) History

Year
RLUEXCategory
2020
N/AN/A
2019
31.79%28.78%
2018
-6.08%-6.27%
2017
15.52%20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-20.43%16.37%N/AN/A
201915.71%5.15%3.37%4.78%
20180.39%2.21%4.97%-12.80%
20176.06%1.60%1.57%5.55%

Rank In Category (By Total Return)

YTD71
1-Month95
3-Month85
1-Year76
3-Year69
5-Year65

Load Adjusted Returns

1-Year0.30%
3-Year7.11%
5-Year7.93%
10-Year12.62%