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Lazard Managed Balanced A Inc (0P0000262R.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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207.03+0.04 (+0.02%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.18%
5-year average return4.72%
Number of years up17
Number of years down4
Best 1-yr total return (21 Jun 2024)17.95%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return17.95%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000262R.LCategory
YTD5.09%0.00%
1-month0.86%0.00%
3-month5.28%0.00%
1-year11.27%0.00%
3-year2.28%0.00%
5-year5.28%0.00%
10-year6.58%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000262R.LCategory
2024
N/AN/A
2023
8.04%N/A
2022
-11.51%N/A
2021
13.36%N/A
2020
6.89%N/A
2019
17.14%N/A
2018
-5.76%N/A
2017
12.87%N/A
2016
15.34%N/A
2015
2.38%N/A
2014
7.06%N/A
2013
17.29%N/A
2012
12.70%N/A
2011
-1.17%N/A
2010
13.41%N/A
2009
17.95%N/A
2008
-21.68%N/A
2007
5.58%N/A
2006
12.14%N/A
2005
19.19%N/A
2004
11.35%N/A
2003
14.16%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.24%N/AN/AN/A
20233.29%-1.16%0.63%5.16%
2022-3.53%-8.50%-5.55%6.14%
20212.57%4.84%2.57%2.78%
2020-13.82%12.38%1.22%9.04%
20198.59%5.03%2.58%0.12%
2018-4.57%7.05%0.88%-8.56%
20174.42%1.02%2.11%4.79%
20160.00%4.06%8.71%1.96%
20156.37%-4.04%-4.78%5.33%
20140.30%0.45%3.34%2.83%
201310.32%-2.79%5.65%3.51%
20127.59%-2.84%5.02%2.66%
20110.27%0.93%-7.58%5.67%
20106.56%-8.03%9.03%6.13%
2009-8.37%8.04%17.11%1.74%
2008-7.91%-2.76%-9.26%-3.62%
20071.38%2.22%-0.51%2.40%
20068.88%-4.37%3.02%4.55%
20052.28%4.59%8.39%2.80%
20042.19%1.57%2.12%5.05%
2003-3.38%11.19%1.48%4.71%
2002-13.50%5.57%N/AN/A

Rank in category (by total return)

YTD32
1-month48
3-month6
1-year41
3-year56
5-year43

Load adjusted returns

1-year9.04%
3-year1.60%
5-year4.86%
10-year6.36%