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Lazard UK Omega B Acc (0P0000G0ET.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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318.67+0.94 (+0.30%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.93%
5-year average return4.79%
Number of years up11
Number of years down5
Best 1-yr total return (28 Jun 2024)36.06%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return36.06%
Worst 3-yr total return-2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000G0ET.LCategory
YTD8.36%0.00%
1-month1.49%0.00%
3-month9.14%0.00%
1-year12.20%0.00%
3-year5.86%0.00%
5-year5.64%0.00%
10-year5.22%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000G0ET.LCategory
2024
N/AN/A
2023
10.11%N/A
2022
-3.15%N/A
2021
14.14%N/A
2020
-6.46%N/A
2019
15.73%N/A
2018
-14.98%N/A
2017
12.52%N/A
2016
15.60%N/A
2015
1.04%N/A
2014
4.11%N/A
2013
26.68%N/A
2012
21.05%N/A
2011
-10.49%N/A
2010
22.01%N/A
2009
36.06%N/A
2008
-35.83%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.09%N/AN/AN/A
20237.30%-0.69%1.56%1.75%
2022-0.95%-7.72%-4.00%10.37%
20215.47%4.95%1.30%1.79%
2020-27.96%12.83%-1.71%17.08%
20198.85%2.46%-0.14%3.91%
2018-6.13%7.06%-1.93%-13.74%
20173.05%0.66%2.53%5.81%
2016-1.42%1.79%9.31%5.39%
20156.36%-1.35%-5.97%2.42%
2014-1.59%1.51%0.57%3.63%
20139.82%-1.30%8.58%7.63%
201213.86%-4.55%5.14%5.93%
20110.07%-0.14%-18.41%9.78%
20109.45%-10.27%13.12%9.82%
2009-2.45%14.33%22.51%-0.43%
2008-10.08%-8.79%-10.30%-12.77%

Rank in category (by total return)

YTD53
1-month83
3-month62
1-year75
3-year71
5-year64

Load adjusted returns

1-year6.66%
3-year4.09%
5-year4.57%
10-year4.69%