UK markets closed

Lazard US Equity Concentrated Instl (LEVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.47+0.10 (+1.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.82%
5-year average return7.06%
Number of years up14
Number of years down4
Best 1-yr total return (2 May 2024)31.72%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.72%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLEVIXCategory
YTD-2.69%14.84%
1-month-6.00%1.65%
3-month-1.07%7.55%
1-year3.82%40.47%
3-year-0.48%16.77%
5-year6.60%16.15%
10-year9.00%13.21%
Last bull market19.99%24.09%
Last bear market-14.02%-17.61%

Annual total return (%) history

Year
LEVIXCategory
2024
N/AN/A
2023
16.30%N/A
2022
-19.89%N/A
2021
26.02%N/A
2020
8.98%15.83%
2019
31.72%28.78%
2018
-6.07%-6.27%
2017
15.49%20.44%
2016
7.37%10.37%
2015
7.00%-1.07%
2014
18.88%10.96%
2013
29.59%31.50%
2012
16.83%14.96%
2011
-1.47%-1.27%
2010
12.00%14.01%
2009
24.81%28.17%
2008
-36.18%-37.79%
2007
1.65%6.16%
2006
25.61%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.51%N/AN/AN/A
20238.80%4.94%-8.29%11.07%
2022-5.84%-14.02%-6.87%6.25%
20218.92%6.36%0.21%8.56%
2020-20.37%16.33%6.80%10.16%
201915.67%5.16%3.38%4.74%
20180.39%2.21%4.91%-12.75%
20176.07%1.53%1.57%5.58%
20161.23%1.14%7.54%-2.48%
20153.21%0.58%-3.59%6.92%
20141.99%6.93%0.33%8.66%
201311.95%1.83%3.77%9.54%
201212.43%-5.10%7.60%1.76%
20115.75%-1.19%-17.12%13.76%
20105.57%-12.86%10.09%10.58%
2009-14.00%19.10%16.33%4.75%
2008-9.42%-4.12%-6.35%-21.54%
20071.02%6.58%0.29%-5.86%
20065.21%0.48%7.87%10.15%
20050.18%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month97
3-month99
1-year99
3-year99
5-year99

Load adjusted returns

1-year3.82%
3-year-0.48%
5-year6.60%
10-year9.00%