Lazard International Strategic Equity Ptf Open Shares

Lazard International Strategic Equity Ptf Open Sharesverified

LISOX

Price:

$13.33

Market Cap:

$1.41B

The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in countries represented by the MSCI EAFE Index that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. It may invest up to 15% of its assets in securities of companies whose principal business activities are located in emerging market countries. Under normal circumstances, the fund invests at least 80% of its assets in equity securities.

Industry

IPO Date

2006-02-03

Stock Exchange

NASDAQ

Ticker

LISOX

The ROE as of December 2025 (TTM) for Lazard International Strategic Equity Ptf Open Shares (LISOX) is 17.91%

According to Lazard International Strategic Equity Ptf Open Shares’s latest financial reports and current stock price. The company's current ROE is 17.91%. This represents a change of 316.68% compared to the average of 4.30% of the last 4 quarters.

Lazard International Strategic Equity Ptf Open Shares (LISOX) Historical ROE (quarterly & annually)

How has LISOX ROE performed in the past?

The mean historical ROE of Lazard International Strategic Equity Ptf Open Shares over the last ten years is 4.94%. The current 17.91% ROE has changed 262.55% with respect to the historical average. Over the past ten years (40 quarters), LISOX's ROE was at its highest in in the September 2020 quarter at 10.47%. The ROE was at its lowest in in the March 2022 quarter at -14.13%.

Quarterly (TTM)
Annual

Average

4.94%

Median

11.51%

Minimum

-24.20%

Maximum

25.63%

Lazard International Strategic Equity Ptf Open Shares (LISOX) ROE by Quarter and Year

Discovering the peaks and valleys of Lazard International Strategic Equity Ptf Open Shares ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 186.03%

Maximum Annual ROE = 25.63%

Minimum Annual Increase = -244.20%

Minimum Annual ROE = -24.20%

Quarterly (TTM)
Annual
YearROEChange
202316.95%-170.06%
2022-24.20%-242.91%
202116.93%20.47%
202014.06%-21.23%
201917.84%-244.20%
2018-12.37%-148.28%
201725.63%186.03%
20168.96%-194.53%
2015-9.48%92.77%
2014-4.92%-127.12%

Lazard International Strategic Equity Ptf Open Shares (LISOX) Average ROE

How has LISOX ROE performed in the past?

The current ROE of Lazard International Strategic Equity Ptf Open Shares (LISOX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

3.23%

5-year avg

8.32%

10-year avg

4.94%

Lazard International Strategic Equity Ptf Open Shares (LISOX) ROE vs. Peers

How is LISOX’s ROE compared to its peers?

Lazard International Strategic Equity Ptf Open Shares’s ROE is less than Royce Pennsylvania Mutual Fd, Investment Class (0%), less than American Century Emerging Markets Investor Class (11.57%), less than Schwab Fundamental US Small Company Idx (0%), less than Transamerica US Growth Class I (0%), less than Transamerica US Growth A (0%), greater than American Century One Choice 2035 Portfolio Investor Class (0%), less than Transamerica Capital Growth A (0%), greater than American Century Value Investor Class (0%), greater than Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (0%), greater than Fidelity Select Portfolios - Energy Portfolio (0%),

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