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Frankfurt - Delayed Quote EUR

Lazard Patrimoine SRI RC EUR (0P0001572S.F)

128.14
+0.43
+(0.34%)
As of April 30 at 10:00:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.46%
5y Average Return 3.56%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 7.96%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 7.96%
Worst 3Y Total Return 0.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001572S.F
Category
YTD
-1.31%
0.00%
1-Month
-2.23%
0.00%
3-Month
-1.31%
0.00%
1-Year
0.98%
0.00%
3-Year
0.32%
0.00%
5-Year
3.82%
0.00%
10-Year
1.91%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001572S.F
Category
2024
2.39%
--
2023
-0.69%
--
2022
0.34%
--
2021
5.19%
--
2020
2.48%
--
2019
7.96%
--
2018
-3.36%
--
2017
6.50%
--

2016
2.08%
--
2015
3.18%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.07% -1.09% 2.31% 1.10%
2023 -0.19% -2.30% -3.04% 5.04%
2022 -0.28% -1.51% 0.26% 1.90%
2021 4.79% 0.76% 0.07% -0.43%
2020 -10.00% 5.44% 1.76% 6.11%
2019 3.29% 1.34% 0.86% 2.25%
2018 -0.49% -0.74% 1.30% -3.41%
2017 2.65% 1.06% 1.58% 1.06%
2016 -4.96% -1.61% 3.77% 5.20%
2015 5.18% -1.12% -2.87% 2.14%

Rank in Category (By Total Return)

YTD 74
1-Month 57
3-Month 74
1-Year 93
3-Year 75
5-Year 21

Load Adjusted Returns

1-Year -1.55%
3-Year -0.52%
5-Year 3.29%
10-Year 1.65%

Performance & Risk

YTD Return -0.46%
5y Average Return 3.56%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Lazard Frères Gestion
Net Assets --
YTD Return -1.31%
Yield 0.00%
Morningstar Rating
Inception Date Feb 07, 2020

Fund Summary

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