Performance analysis of LGI (Lazard Global Total Return and Income Fund)
Annual Return
Over the past 3 years, LGI has had an average annual return of +17.78%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, LGI has had an average annual return of +6.93%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, LGI has had an average annual return of +13.46%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 6, 2004, LGI has had an average annual return of +8.35%, underperforming the benchmark SPY, which returned +11.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.62% | +21.43% | +14.03% | +12.88% | -20.52% | +25.23% | +17.21% | +30.25% | -10.21% | +39.37% | +13.10% | -10.82% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -3.61% | +24.70% | +22.19% | -4.49% | +8.95% | +36.94% | -44.39% | +11.43% | +35.86% | +2.32% | +0.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.72% | +7.75% | -16.95% | +10.70% | +4.86% | -1.09% | +8.62% | ||||||
| 2025 | +5.60% | -1.05% | -5.16% | -0.14% | +7.28% | +4.70% | +1.58% | +6.11% | -2.00% | +1.98% | +0.28% | +1.14% | +21.43% |
| 2024 | +0.81% | +3.68% | +3.97% | -4.20% | +5.89% | +2.54% | +2.43% | +2.58% | +6.15% | -6.93% | +0.71% | -3.52% | +14.03% |
| 2023 | +10.18% | -3.86% | +1.33% | -1.80% | -3.44% | +8.71% | +1.12% | -4.13% | -6.82% | -5.58% | +13.03% | +5.82% | +12.88% |
| 2022 | -2.21% | -5.33% | -2.34% | -8.75% | +0.27% | -3.60% | +10.81% | -3.97% | -15.69% | +7.73% | +8.16% | -4.64% | -20.52% |
| 2021 | -0.28% | +5.53% | +4.54% | +6.71% | +1.20% | +1.88% | +1.43% | +4.48% | -7.63% | +3.19% | -1.50% | +3.98% | +25.23% |
| 2020 | +0.09% | -11.04% | -16.80% | +12% | +4.35% | +2.83% | +6.67% | +6.45% | -0.92% | -4.26% | +17.78% | +3.76% | +17.21% |
| 2019 | +8.18% | +2.88% | +3.82% | +2.01% | -4.17% | +8.85% | -0.33% | -2.82% | +1.54% | +0.13% | +2.90% | +4.54% | +30.25% |
| 2018 | +6.44% | -1.35% | -3.92% | +3.69% | +0.84% | +0.40% | +0.04% | -1.29% | -0.18% | -11.14% | +3.86% | -6.82% | -10.21% |
| 2017 | +5.27% | +4.27% | +1.22% | +4.51% | +4% | +1.84% | +2.56% | -0.35% | +1.76% | +2.37% | +2.63% | +3.70% | +39.37% |
Drawdown analysis of LGI (Lazard Global Total Return and Income Fund)
The maximum drawdown for the LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current LGI drawdown is -6.13%.
Since May 6, 2004 LGI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.35% | Dec 31, 2007 | 298 | Mar 9, 2009 | 964 | Jan 4, 2013 | 1262 |
| -42.90% | Feb 19, 2020 | 20 | Mar 18, 2020 | 125 | Sep 15, 2020 | 145 |
| -34.82% | Jul 3, 2014 | 405 | Feb 11, 2016 | 301 | Apr 24, 2017 | 706 |
| -32.83% | Sep 3, 2021 | 267 | Sep 27, 2022 | 474 | Aug 16, 2024 | 741 |
| -24.45% | Mar 16, 2018 | 193 | Dec 20, 2018 | 124 | Jun 20, 2019 | 317 |
| -21.93% | Sep 27, 2024 | 130 | Apr 7, 2025 | 57 | Jun 30, 2025 | 187 |
| -21.25% | Feb 25, 2026 | 23 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -18.75% | May 10, 2004 | 54 | Jul 28, 2004 | 88 | Dec 1, 2004 | 142 |
| -14.31% | Jul 13, 2007 | 24 | Aug 16, 2007 | 35 | Oct 5, 2007 | 59 |
| -13.89% | May 20, 2013 | 24 | Jun 24, 2013 | 127 | Dec 23, 2013 | 151 |
| -10.01% | May 10, 2006 | 24 | Jun 14, 2006 | 43 | Aug 15, 2006 | 67 |
| -9.74% | Feb 26, 2007 | 5 | Mar 5, 2007 | 23 | Apr 5, 2007 | 28 |
| -8.87% | Jan 29, 2018 | 9 | Feb 9, 2018 | 20 | Mar 12, 2018 | 29 |
| -8.25% | Dec 26, 2013 | 25 | Feb 3, 2014 | 23 | Mar 7, 2014 | 48 |
| -7.77% | Sep 16, 2020 | 32 | Oct 30, 2020 | 6 | Nov 9, 2020 | 38 |
| -7.58% | Sep 6, 2005 | 32 | Oct 20, 2005 | 56 | Jan 11, 2006 | 88 |
| -7.50% | Mar 7, 2005 | 31 | Apr 20, 2005 | 95 | Sep 2, 2005 | 126 |
| -7.26% | Oct 31, 2007 | 17 | Nov 26, 2007 | 10 | Dec 10, 2007 | 27 |
| -7.02% | Jul 10, 2019 | 26 | Aug 15, 2019 | 77 | Dec 4, 2019 | 103 |
| -5.77% | Jan 22, 2021 | 5 | Jan 29, 2021 | 10 | Feb 12, 2021 | 15 |
| -5.57% | Dec 10, 2007 | 5 | Dec 17, 2007 | 5 | Dec 24, 2007 | 10 |
| -5.26% | Oct 27, 2025 | 17 | Nov 19, 2025 | 10 | Dec 4, 2025 | 27 |
| -5.16% | May 3, 2007 | 27 | Jun 12, 2007 | 21 | Jul 12, 2007 | 48 |
| -4.27% | Feb 14, 2005 | 6 | Feb 23, 2005 | 8 | Mar 7, 2005 | 14 |
| -4.14% | Sep 19, 2025 | 15 | Oct 10, 2025 | 7 | Oct 21, 2025 | 22 |