Lazard Credit Opportunities RC/  FR0010230490  /

Fonds
NAV6/24/2022 Chg.-1.2200 Type of yield Investment Focus Investment company
652.6600EUR -0.19% reinvestment Bonds Worldwide Lazard Fr. Gestion 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2005 - - - - - - - - - - -0.21 0.14 -
2006 0.92 0.71 -0.09 0.40 -0.52 -0.15 0.79 0.90 0.57 1.34 0.38 1.16 +6.57%
2007 0.80 0.51 0.24 0.50 0.89 -0.37 -1.98 -1.48 -0.35 1.16 -3.62 -0.26 -3.99%
2008 -4.99 -3.93 -4.56 5.21 0.92 -2.77 -3.05 -0.57 -13.73 -28.87 -10.78 -2.72 -53.83%
2009 -2.82 -3.58 -4.92 15.10 14.82 8.10 11.90 2.38 9.22 2.85 -1.69 2.79 +65.53%
2010 4.18 0.32 5.49 0.73 -5.29 -1.20 4.35 0.22 1.87 1.25 -5.61 2.03 +7.96%
2011 1.61 2.17 1.04 0.90 -0.14 -1.97 -1.19 -8.09 -8.55 6.47 -5.59 1.92 -11.85%
2012 5.29 4.02 1.66 -1.93 -4.01 2.20 1.54 1.91 3.89 2.20 2.35 2.75 +23.76%
2013 1.95 0.29 -0.21 1.38 0.34 -2.81 0.80 -0.15 0.86 2.45 0.76 0.88 +6.64%
2014 0.34 1.79 1.27 1.21 0.54 0.64 -1.21 -0.50 -1.11 -0.16 -0.03 -1.04 +1.71%
2015 0.31 2.26 -0.22 0.52 -0.12 -1.66 0.36 -1.48 -3.06 2.61 -0.03 -1.45 -2.10%
2016 -2.43 -1.52 3.70 1.72 0.04 -0.93 2.20 1.60 -0.57 1.21 -0.63 1.59 +5.97%
2017 0.42 0.90 0.41 0.91 0.61 0.36 0.72 -0.26 0.60 1.35 -0.26 0.07 +5.99%
2018 0.58 -0.89 -1.03 0.46 -2.80 -0.86 1.15 -0.36 -0.43 -1.16 -1.20 -1.32 -7.63%
2019 0.83 1.14 -0.30 2.09 -1.96 2.07 0.11 -1.23 1.27 1.68 0.71 1.64 +8.26%
2020 -0.20 0.01 -5.78 4.10 2.44 1.46 1.19 2.45 -0.27 0.30 5.87 0.87 +12.65%
2021 0.04 1.96 0.83 -0.11 0.00 -0.82 -1.20 0.64 1.30 -0.50 -1.66 1.64 +2.06%
2022 1.09 -3.24 3.98 1.80 0.41 -0.50 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.84% 6.72% 5.50% 6.79% 5.54%
Sharpe ratio 1.10 1.14 0.68 1.12 0.75
Best month +3.98% +3.98% +3.98% +5.87% +5.87%
Worst month -3.24% -3.24% -3.24% -5.78% -5.78%
Maximum loss -4.85% -4.85% -4.85% -11.41% -11.41%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+3.44%
6 Months  
+3.65%
1 Year  
+3.51%
3 Years  
+23.85%
5 Years  
+21.27%
Since start  
+30.53%
Year
2021  
+2.06%
2020  
+12.65%
2019  
+8.26%
2018
  -7.63%
2017  
+5.99%
2016  
+5.97%
2015
  -2.10%
2014  
+1.71%
2013  
+6.64%