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Lazard Alpha Euro SRI R (0P0000KSQC.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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557.67-3.13 (-0.56%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.50%
5-year average return7.07%
Number of years up9
Number of years down5
Best 1-yr total return (26 Jun 2024)29.77%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return29.77%
Worst 3-yr total return-2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KSQC.FCategory
YTD6.77%0.00%
1-month2.38%0.00%
3-month4.30%0.00%
1-year13.70%0.00%
3-year6.42%0.00%
5-year8.64%0.00%
10-year4.38%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KSQC.FCategory
2024
N/AN/A
2023
17.63%N/A
2022
-7.31%N/A
2021
21.08%N/A
2020
-5.39%N/A
2019
22.12%N/A
2018
-17.95%N/A
2017
13.60%N/A
2016
-0.88%N/A
2015
4.15%N/A
2014
4.21%N/A
2013
29.18%N/A
2012
29.77%N/A
2011
-26.34%N/A
2010
9.77%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.70%N/AN/AN/A
202312.38%2.09%-2.86%5.54%
2022-6.91%-8.53%-4.03%13.43%
202110.59%6.02%-0.19%3.48%
2020-28.97%17.56%-3.38%17.26%
20199.69%3.44%1.67%5.88%
2018-3.23%-1.00%-0.55%-13.88%
20179.92%2.41%4.37%-3.31%
2016-7.00%-8.69%8.91%7.17%
201520.32%-6.23%-13.05%6.15%
20144.35%0.09%-1.29%1.08%
20133.45%2.54%13.59%7.20%
201216.75%-12.01%17.01%7.96%
20112.34%-1.88%-26.89%0.33%
20102.85%-6.87%8.18%5.93%
200926.49%2.76%N/AN/A

Rank in category (by total return)

YTD88
1-month75
3-month69
1-year78
3-year54
5-year57

Load adjusted returns

1-year9.15%
3-year4.98%
5-year7.76%
10-year3.96%