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Lazard Global Equity Select Port Instl (GESIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.08+0.04 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.10%
5-year average return9.21%
Number of years up8
Number of years down2
Best 1-yr total return (17 Jun 2024)28.52%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return28.52%
Worst 3-yr total return2.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGESIXCategory
YTD6.40%9.95%
1-month3.41%2.98%
3-month2.45%8.22%
1-year18.46%40.81%
3-year3.46%19.17%
5-year9.89%18.49%
10-year8.45%11.83%
Last bull market21.20%21.12%
Last bear market-12.58%-20.34%

Annual total return (%) history

Year
GESIXCategory
2024
N/AN/A
2023
17.05%N/A
2022
-17.28%N/A
2021
19.75%N/A
2020
15.97%32.67%
2019
25.20%30.40%
2018
-7.12%-7.79%
2017
28.52%30.22%
2016
2.66%2.42%
2015
0.46%1.26%
2014
3.84%2.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.67%N/AN/AN/A
20236.25%4.72%-6.11%12.05%
2022-8.95%-12.58%-5.56%10.04%
20214.66%7.26%-0.30%7.00%
2020-18.13%15.60%9.58%11.82%
201913.31%4.74%-0.14%5.64%
20180.54%0.69%4.21%-11.95%
20178.17%5.79%5.48%6.48%
2016-0.48%1.26%4.61%-2.62%
20152.23%0.09%-6.63%5.14%
2014-1.00%4.75%-2.31%2.51%

Rank in category (by total return)

YTD66
1-month71
3-month49
1-year68
3-year38
5-year72

Load adjusted returns

1-year18.46%
3-year3.46%
5-year9.89%
10-year8.45%