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Lazard Emerging Markets Strategic Equity Portfolio Institutional Shares (EMBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.66+0.02 (+0.19%)
At close: 08:01PM EST
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return12.08%
5-Year Average Return3.65%
Number of Years Up5
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)35.98%
Worst 1 Yr Total Return (Feb 3, 2019)-21.05%
Best 3-Yr Total Return35.98%
Worst 3-Yr Total Return-7.64%

Trailing Returns (%) Vs. Benchmarks

ReturnEMBIXCategory
YTD-7.61%8.73%
1-Month-2.94%1.20%
3-Month-7.61%5.47%
1-Year-14.83%41.79%
3-Year2.89%11.48%
5-Year6.34%12.18%
10-Year1.81%4.39%
Last Bull Market21.63%17.73%
Last Bear Market-27.02%-25.55%

Annual Total Return (%) History

Year
EMBIXCategory
2021
-5.54%N/A
2020
14.74%17.90%
2019
24.21%19.25%
2018
-21.05%-16.07%
2017
35.98%34.17%
2016
13.12%8.47%
2015
-12.74%-13.79%
2014
-8.66%-3.01%
2013
-1.14%-0.14%
2012
18.19%18.15%
2011
-20.43%-19.86%
2010
N/A19.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.46%2.19%-8.95%-0.92%
2020-26.93%20.34%5.88%23.24%
201914.17%0.61%-3.56%12.12%
20180.23%-10.19%-4.06%-8.58%
201713.33%4.87%8.68%5.27%
20164.45%4.15%9.48%-5.03%
2015-1.80%3.67%-17.09%3.39%
2014-3.04%7.75%-6.08%-6.91%
20130.35%-8.09%5.76%1.35%
201217.59%-8.70%5.66%4.18%
2011-0.24%1.05%-24.35%4.35%
201017.62%6.10%N/AN/A

Rank In Category (By Total Return)

YTD83
1-Month96
3-Month90
1-Year76
3-Year72
5-Year73

Load Adjusted Returns

1-Year36.64%
3-Year9.39%
5-Year10.75%
10-Year2.91%
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