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Lazard US Equity Concentrated Portfolio R6 Shares (RLUEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.34+0.02 (+0.11%)
At close: 8:00PM EST

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.82%
5-Year Average Return0.00%
Number of Years Up3
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 Return10.46%

Trailing Returns (%) Vs. Benchmarks

ReturnRLUEXCategory
YTD8.90%15.83%
1-Month2.07%3.82%
3-Month10.13%12.81%
1-Year8.90%15.83%
3-Year10.46%11.89%
5-Year10.81%13.39%
10-Year12.23%12.28%
Last Bull Market25.44%24.10%
Last Bear Market-20.23%-17.54%

Annual Total Return (%) History

Year
RLUEXCategory
2020
N/A15.83%
2019
31.79%28.78%
2018
-6.08%-6.27%
2017
15.52%20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-20.43%16.37%6.78%N/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)

YTD89
1-Month94
3-Month84
1-Year89
3-Year73
5-Year91

Load Adjusted Returns

1-Year8.90%
3-Year10.46%
5-Year10.81%
10-Year12.23%