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Lazard Emerging Markets Equity Instl (LZEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.57-0.05 (-0.27%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.44%
5-year average return5.00%
Number of years up15
Number of years down14
Best 1-yr total return (20 Jun 2024)69.82%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return69.82%
Worst 3-yr total return-8.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLZEMXCategory
YTD5.59%8.73%
1-month2.43%1.20%
3-month4.74%5.47%
1-year21.32%41.79%
3-year1.32%11.48%
5-year5.43%12.18%
10-year2.29%4.39%
Last bull market14.39%17.73%
Last bear market-11.50%-25.55%

Annual total return (%) history

Year
LZEMXCategory
2024
N/AN/A
2023
22.39%N/A
2022
-14.86%N/A
2021
5.38%N/A
2020
-0.04%17.90%
2019
18.04%19.25%
2018
-18.09%-16.07%
2017
28.02%34.17%
2016
20.52%8.47%
2015
-20.16%-13.79%
2014
-4.16%-3.01%
2013
-0.80%-0.14%
2012
22.36%18.15%
2011
-17.75%-19.86%
2010
22.81%19.26%
2009
69.82%73.81%
2008
-47.88%-54.44%
2007
33.04%36.68%
2006
30.32%32.06%
2005
41.40%31.54%
2004
30.79%23.54%
2003
54.45%55.19%
2002
-0.37%-6.05%
2001
-3.16%-3.83%
2000
-29.53%-30.33%
1999
55.81%70.56%
1998
-23.49%-25.36%
1997
-9.84%-2.90%
1996
23.63%13.36%
1995
-5.88%-0.84%
1994
N/A-8.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.45%N/AN/AN/A
20237.89%4.96%-1.27%9.46%
2022-4.03%-11.50%-10.79%12.36%
20214.99%5.54%-4.58%-0.33%
2020-30.09%12.46%2.55%23.97%
20197.53%2.66%-3.80%11.15%
20182.05%-13.61%-1.63%-5.55%
201710.40%2.16%6.81%6.27%
20168.71%4.79%8.85%-2.80%
2015-1.92%0.89%-19.07%-0.30%
2014-0.43%9.63%-5.90%-6.70%
2013-1.13%-7.40%6.48%1.76%
201217.32%-7.71%7.09%5.53%
2011-0.78%0.51%-20.62%3.89%
20106.05%-8.95%20.79%5.30%
2009-2.21%34.12%22.35%5.82%
2008-7.08%-0.90%-18.56%-30.50%
20072.96%14.10%9.30%3.62%
200610.82%-5.87%7.99%15.69%
20053.72%5.31%21.43%6.60%
20046.85%-7.45%11.24%18.90%
2003-9.14%24.46%14.35%19.44%
200212.05%-5.19%-15.91%11.53%
2001-7.58%8.63%-20.58%21.45%
2000-1.40%-7.20%-12.26%-12.22%
19996.20%20.22%-8.08%32.78%
19988.70%-17.50%-23.59%11.66%
199710.17%12.07%-6.96%-21.51%
199610.39%9.02%0.00%2.72%
1995-14.81%8.81%3.50%-1.90%
1994-15.44%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month22
3-month26
1-year15
3-year12
5-year34

Load adjusted returns

1-year21.32%
3-year1.32%
5-year5.43%
10-year2.29%