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Lazard US Equity Concentrated Open (LEVOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
10.15+0.05 (+0.50%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.96%
5-Year Average Return9.14%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)31.42%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return31.42%
Worst 3-Yr Total Return2.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLEVOXCategory
YTD12.74%5.31%
1-Month-0.51%-4.19%
3-Month7.44%3.90%
1-Year30.63%20.31%
3-Year2.65%6.48%
5-Year8.47%11.78%
10-Year9.27%10.96%
Last Bull Market19.86%25.56%
Last Bear Market-14.06%-15.11%

Annual Total Return (%) History

Year
LEVOXCategory
2024
N/AN/A
2023
16.02%22.32%
2022
-20.07%-16.96%
2021
25.72%26.07%
2020
8.63%15.83%
2019
31.42%28.78%
2018
-6.35%-6.27%
2017
15.22%20.44%
2016
7.06%10.37%
2015
6.67%-1.07%
2014
18.28%10.96%
2013
29.21%31.50%
2012
16.51%14.96%
2011
-1.77%-1.27%
2010
11.62%14.01%
2009
24.49%28.17%
2008
-36.43%-37.79%
2007
1.59%6.16%
2006
25.20%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.44%-0.55%10.16%N/A
20238.72%4.83%-8.35%11.06%
2022-5.94%-14.06%-6.95%6.26%
20218.91%6.21%0.21%8.46%
2020-20.44%16.21%6.75%10.05%
201915.63%5.06%3.36%4.67%
20180.26%2.20%4.88%-12.86%
20175.96%1.52%1.50%5.52%
20161.15%1.07%7.43%-2.51%
20153.04%0.50%-3.58%6.83%
20141.81%6.82%0.25%8.49%
201311.88%1.74%3.67%9.48%
201212.37%-5.07%7.46%1.65%
20115.72%-1.28%-17.15%13.60%
20105.54%-12.90%9.91%10.48%
2009-14.06%19.17%16.09%4.71%
2008-9.55%-4.20%-6.33%-21.68%
20071.02%6.48%0.36%-5.90%
20065.11%0.38%7.96%9.92%
20050.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD87
1-Month21
3-Month2
1-Year77
3-Year97
5-Year98

Load Adjusted Returns

1-Year30.63%
3-Year2.65%
5-Year8.47%
10-Year9.27%