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Tuesday, December 15, 2009, 4:17PM ET - U.S. Markets Closed. Dow  0.47% Nasdaq  0.50%

Lazard US Strategic Equity Instl (LZUSX)

On Dec 14: 8.05   0.05 (0.63%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Average Year to Date Return: 26.20% 5-Year Average Return: N/A Number of Years Up: 3 Number of Years Down: 1 Best 1-Yr Total Return (2006): 17.78% Worst 1-Yr Total Return (2008): -35.44% Best 3-Yr Total Return (2005-7): 7.35% Worst 3-Yr Total Return (2006-8): -8.63% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return LZUSX Category Diff Index* Diff Year To Date 26.20 25.10 1.1 24.07 2.13 1-Month 5.33 5.28 0.05 6.00 -0.67 3-Month 7.78 7.01 0.77 7.91 -0.13 1-Year 29.15 28.01 1.14 25.39 3.76 3-Year -5.97 -5.87 -0.1 -5.79 -0.18 5-Year N/A 0.64 N/A 0.71 N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 45.30 46.08 -0.78 45.76 -0.46 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -16.64 -17.41 0.77 -18.25 1.61 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year LZUSX Category Diff 2009 N/A N/A N/A 2008 -35.44 -37.79 2.35 2007 0.33 6.16 -5.83 2006 17.78 14.17 3.61 2005 4.68 5.88 -1.20 2004 N/A 10.02 N/A 2003 N/A 27.05 N/A 2002 N/A -22.25 N/A 2001 N/A -13.50 N/A 2000 N/A -6.31 N/A 1999 N/A 20.16 N/A PAST QUARTERLY RETURNS (%) FOR LZUSX   Q1 Q2 Q3 Q4 2009 -9.74 16.46 15.05 N/A 2008 -9.07 -1.43 -6.38 -23.06 2007 1.19 6.53 -2.06 -4.97 2006 3.19 -0.56 5.40 8.90 2005 -2.30 2.35 3.60 1.04 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 666 2021 32.95 1-Month 887 2113 41.98 3-Month 313 2091 14.97 6-Month 350 2064 16.96 1-Year 553 2011 27.50 3-Year 761 1707 44.58 5-Year 1360 N/A
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