Lazard International Equity Select Portfolio R6 (LZSIX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Lazard International Equity Select Portfolio R6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Lazard International Equity Select Portfolio R6 (LZSIX) has returned -1.87% so far this year and 17.14% over the past 12 months. Over the last ten years, LZSIX has returned 5.61% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 30, 2001, LZSIX's average daily return is +0.02%, while the average monthly return is +0.46%. At this rate, your investment would double in approximately 12.6 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 2009 with a return of +12.9%, while the worst month was Oct 2008 at -18.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LZSIX closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +11.0%, while the worst single day was Mar 12, 2020 at -10.4%.

Lazard International Equity Select Portfolio R6 has an annualized alpha of -0.83%, beta of 0.82, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since May 31, 2001.

• This fund participated in 96.86% of S&P 500 Index downside but only 85.45% of its upside — more exposed to losses than it benefited from rallies.

LZSIX has an expense ratio of 0.87%, placing it in the medium range.

LZSIX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Lazard International Equity Select Portfolio R6 (LZSIX) and compare them to a chosen benchmark (S&P 500 Index).

Lazard International Equity Select Portfolio R6 provided a 2.55% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Lazard International Equity Select Portfolio R6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Lazard International Equity Select Portfolio R6. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lazard International Equity Select Portfolio R6 was 55.86%, occurring on Mar 9, 2009. Recovery took 1211 trading sessions.

The current Lazard International Equity Select Portfolio R6 drawdown is 11.22%.

The chart below shows the rolling one-month volatility.