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Lazard International Equity Open (LZIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.45+0.09 (+0.52%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.34%
5-year average return5.33%
Number of years up17
Number of years down9
Best 1-yr total return (16 Jun 2024)24.91%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return24.91%
Worst 3-yr total return-2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLZIOXCategory
YTD7.62%9.07%
1-month5.06%-1.09%
3-month4.74%5.12%
1-year17.71%33.76%
3-year1.50%8.50%
5-year6.14%10.08%
10-year3.36%5.80%
Last bull market19.31%14.90%
Last bear market-11.26%-23.70%

Annual total return (%) history

Year
LZIOXCategory
2024
N/AN/A
2023
16.11%N/A
2022
-15.05%N/A
2021
5.76%N/A
2020
8.43%9.30%
2019
20.89%21.59%
2018
-13.83%-14.59%
2017
22.50%25.12%
2016
-4.46%0.79%
2015
1.36%-1.59%
2014
-4.57%-4.98%
2013
20.55%19.44%
2012
22.30%18.29%
2011
-7.42%-13.97%
2010
7.65%10.24%
2009
24.91%31.24%
2008
-37.98%-43.99%
2007
10.57%12.71%
2006
22.59%24.77%
2005
10.90%14.72%
2004
15.64%17.39%
2003
29.29%33.58%
2002
-10.57%-16.69%
2001
-25.02%-21.67%
2000
-10.95%-16.34%
1999
23.67%40.28%
1998
15.82%12.72%
1997
N/A5.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.22%N/AN/AN/A
20238.68%4.03%-5.61%8.80%
2022-6.96%-11.26%-11.06%15.68%
20211.63%3.64%0.05%0.36%
2020-23.14%14.23%7.18%15.24%
20199.89%4.99%-1.58%6.46%
2018-0.25%-2.58%0.68%-11.92%
20175.43%6.25%4.68%4.46%
2016-0.99%-1.52%2.88%-4.76%
20155.62%2.05%-8.42%2.68%
20140.39%4.15%-6.06%-2.85%
20134.15%-1.41%9.25%7.46%
201212.79%-5.14%7.81%6.03%
20112.66%3.78%-17.80%5.71%
20101.66%-13.45%16.54%4.98%
2009-14.81%21.82%18.73%1.38%
2008-10.63%-3.10%-16.19%-14.55%
20071.46%5.35%1.50%1.92%
20069.27%-0.13%2.74%9.35%
2005-0.77%-1.79%9.83%3.62%
20042.46%-1.46%1.34%13.02%
2003-6.64%15.92%4.25%14.60%
20022.81%-1.76%-17.35%7.12%
2001-13.42%-0.60%-16.38%4.19%
2000-3.30%-1.50%-6.53%0.01%
19990.07%5.12%5.00%11.97%
199814.84%3.25%-17.21%17.99%
19979.75%3.83%-4.36%N/A

Rank in category (by total return)

YTD40
1-month32
3-month63
1-year50
3-year52
5-year81

Load adjusted returns

1-year17.71%
3-year1.50%
5-year6.14%
10-year3.36%