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Lazard Emerging Markets Strat Eq Open (EMBOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.85-0.04 (-0.37%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.00%
5-year average return-0.19%
Number of years up5
Number of years down7
Best 1-yr total return (21 June 2023)35.38%
Worst 1-yr total return (21 June 2023)N/A
Best 3-yr total return35.38%
Worst 3-yr total return-7.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEMBOXCategory
YTD7.00%8.73%
1-month2.26%1.20%
3-month4.93%5.47%
1-year6.33%41.79%
3-year1.96%11.48%
5-year-0.19%12.18%
10-year1.97%4.39%
Last bull market21.61%17.73%
Last bear market-11.06%-25.55%

Annual total return (%) history

Year
EMBOXCategory
2023
N/AN/A
2022
-19.24%N/A
2021
-5.75%N/A
2020
14.39%17.90%
2019
24.21%19.25%
2018
-21.39%-16.07%
2017
35.38%34.17%
2016
12.74%8.47%
2015
-12.77%-13.79%
2014
-8.95%-3.01%
2013
-1.47%-0.14%
2012
17.97%18.15%
2011
-20.74%-19.86%
2010
N/A19.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.42%N/AN/AN/A
2022-7.66%-11.06%-11.12%10.65%
20212.38%2.12%-8.93%-1.01%
2020-26.98%20.27%5.77%23.15%
201914.16%0.61%-3.56%12.14%
20180.15%-10.25%-4.15%-8.76%
201713.20%4.78%8.50%5.20%
20164.44%4.03%9.36%-5.13%
2015-1.90%3.57%-17.24%3.74%
2014-3.13%7.67%-6.18%-6.95%
20130.17%-8.20%5.69%1.38%
201217.52%-8.72%5.57%4.17%
2011-0.40%1.05%-24.43%4.21%
201017.42%6.11%N/AN/A

Rank in category (by total return)

YTD50
1-month71
3-month60
1-year56
3-year63
5-year73

Load adjusted returns

1-year-6.88%
3-year2.88%
5-year-1.53%
10-year0.55%