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Lazard US Equity Concentrated R6 (RLUEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.55-0.04 (-0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.69%
5-Year Average Return7.32%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 16, 2024)31.79%
Worst 1 Yr Total Return (Apr 16, 2024)N/A
Best 3-Yr Total Return31.79%
Worst 3-Yr Total Return3.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRLUEXCategory
YTD3.47%14.84%
1-Month2.87%1.65%
3-Month3.47%7.55%
1-Year10.63%40.47%
3-Year3.84%16.77%
5-Year8.63%16.15%
10-Year9.78%13.21%
Last Bull Market35.79%24.09%
Last Bear Market-13.98%-17.61%

Annual Total Return (%) History

Year
RLUEXCategory
2024
N/AN/A
2023
16.73%N/A
2022
-19.89%N/A
2021
26.06%N/A
2020
8.90%15.83%
2019
31.79%28.78%
2018
-6.08%-6.27%
2017
15.52%20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.47%N/AN/AN/A
20239.18%4.91%-8.24%11.07%
2022-5.87%-13.98%-6.91%6.29%
20218.96%6.34%0.26%8.52%
2020-20.43%16.37%6.78%10.13%
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)

YTD99
1-Month77
3-Month99
1-Year99
3-Year98
5-Year99

Load Adjusted Returns

1-Year10.63%
3-Year3.84%
5-Year8.63%
10-Year9.78%