Lazard US Sustainable Equity Portfolio (SUSTX)
The fund primarily focuses on investing in equity securities of U.S. Sustainable Companies, with a possibility of up to 20% allocation to non-U.S. companies. While classified as "diversified," it may have a concentration in fewer issuers compared to more diversified portfolios.
Fund Info
Jun 29, 2020
$10,000
Large-Cap
Growth
Expense Ratio
SUSTX has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Lazard US Sustainable Equity Portfolio (SUSTX) returned 0.48% year-to-date (YTD) and 6.13% over the past 12 months.
SUSTX
0.48%
5.13%
-3.61%
6.13%
7.13%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SUSTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.80% | -1.66% | -5.15% | -0.64% | 4.45% | 0.48% | |||||||
| 2024 | -0.28% | 4.77% | 0.54% | -4.67% | 2.34% | 2.22% | 2.71% | 2.01% | 1.13% | -3.56% | 5.74% | -4.38% | 8.25% |
| 2023 | 4.45% | -2.63% | 1.75% | -0.08% | -1.80% | 6.45% | 2.77% | -2.26% | -5.32% | -2.77% | 10.10% | 5.32% | 15.89% |
| 2022 | -7.46% | -3.79% | 2.55% | -6.89% | -2.06% | -5.69% | 8.93% | -5.14% | -7.96% | 7.69% | 6.41% | -4.27% | -18.08% |
| 2021 | -1.23% | 3.15% | 4.34% | 5.63% | 0.29% | 1.82% | 3.15% | 2.90% | -4.39% | 7.35% | -1.58% | 4.95% | 29.03% |
| 2020 | 4.80% | 6.20% | -1.53% | -1.10% | 9.78% | 3.10% | 22.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUSTX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lazard US Sustainable Equity Portfolio (SUSTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Lazard US Sustainable Equity Portfolio provided a 5.28% dividend yield over the last twelve months, with an annual payout of $0.77 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.77 | $0.77 | $0.23 | $0.27 | $0.32 | $0.07 |
Dividend yield | 5.28% | 5.31% | 1.66% | 2.17% | 2.07% | 0.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Lazard US Sustainable Equity Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.32 | $0.77 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.16 | $0.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.20 | $0.27 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.27 | $0.32 |
| 2020 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Lazard US Sustainable Equity Portfolio. 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 US Sustainable Equity Portfolio was 25.65%, occurring on Oct 12, 2022. Recovery took 399 trading sessions.
The current Lazard US Sustainable Equity Portfolio drawdown is 4.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.65% | Dec 30, 2021 | 198 | Oct 12, 2022 | 399 | May 15, 2024 | 597 |
| -18.3% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -6.79% | Sep 3, 2020 | 15 | Sep 24, 2020 | 11 | Oct 9, 2020 | 26 |
| -6.32% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -5.83% | Oct 13, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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