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Nasdaq - Delayed Quote USD

The Lazard Funds, Inc. - Lazard Global Strategic Equity Portfolio (LSTOX)

12.83
-0.16
(-1.23%)
At close: December 30 at 8:00:49 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.47%
5y Average Return 8.29%
Number of Years Up 5
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2024) 29.01%
Worst 1Y Total Return (Apr 30, 2024) --
Best 3Y Total Return 29.01%
Worst 3Y Total Return 2.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSTOX
Category
YTD
3.47%
9.95%
1-Month
-3.23%
2.98%
3-Month
4.15%
8.22%
1-Year
13.63%
40.81%
3-Year
1.45%
19.17%
5-Year
8.29%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
24.45%
21.12%
Last Bear Market
-14.47%
-20.34%

Annual Total Return (%) History

Year
LSTOX
Category
2024
--
--
2023
15.42%
--
2022
-19.22%
--
2021
15.90%
--
2020
20.96%
32.67%
2019
29.01%
30.40%
2018
-9.39%
-7.79%
2017
23.72%
30.22%

2016
-0.45%
2.42%
2015
-2.16%
1.26%
2014
--
2.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.92% -- -- --
2023 5.01% 3.36% -5.21% 12.19%
2022 -9.64% -14.47% -7.89% 13.49%
2021 2.08% 8.31% -1.57% 6.50%
2020 -19.02% 19.28% 8.69% 15.22%
2019 14.11% 4.30% 0.02% 8.37%
2018 0.43% -0.43% 3.19% -12.20%
2017 5.32% 6.04% 4.39% 6.12%
2016 -0.52% -0.31% 3.97% -3.45%
2015 1.91% -2.27% -5.76% 4.24%

2014 2.51% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 20
3-Month 49
1-Year 69
3-Year 48
5-Year 69

Load Adjusted Returns

1-Year 13.63%
3-Year 1.45%
5-Year 8.29%
10-Year --

Performance & Risk

YTD Return 3.47%
5y Average Return 8.29%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Lazard
Net Assets 11.11M
YTD Return 3.47%
Yield 0.34%
Morningstar Rating
Inception Date Aug 29, 2014

Fund Summary

The Portfolio invests primarily in equity securities, principally common stocks, of companies that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. Under normal circumstances, it invests at least 80% of its assets in equity securities. The Portfolio invests significantly (at least 40%-unless market conditions are not deemed favorable by the Investment Manager, in which case the Portfolio would invest at least 30%) in non-U.S. companies.

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