Lazard, Inc. (LAZ) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,047
Total Return
20.47%
CAGR
3.80%
Dividends
$2,299.08
Yield on Cost
22.99%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.92% |
| Median | +0.60% |
| Best | +35.47% |
| Worst | -30.45% |
| % of Windows Positive | 52.6% |
1-Year (252 Trading Days)
| Average | +11.79% |
| Median | +5.14% |
| Best | +124.45% |
| Worst | -34.31% |
| % of Windows Positive | 59.0% |
3-Year (756 Trading Days)
| Average | +44.51% |
| Median | +48.24% |
| Best | +93.71% |
| Worst | -9.09% |
| % of Windows Positive | 95.2% |
Risk Metrics
| Maximum Drawdown | -44.88% |
| Average Drawdown | -20.70% |
| Drawdown Duration | 690 Trading Days |
| Sortino Ratio | 0.42 |
| Calmar Ratio | 0.08 |
| CVaR (5%) | -4.77% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.52% (-3.57% ann.) | $152.11 | $206.65 | $41.33 | $0.33 |
| 2025 | -2.47% | $246.71 | $393.43 | $78.69 | $0.63 |
| 2024 | +53.44% | +$5343.99 | $583.50 | $116.70 | $0.93 |
| 2023 | +5.50% | +$550.36 | $587.22 | $117.44 | $0.94 |
| 2022 | -17.04% | $1704.38 | $451.81 | $90.36 | $0.72 |
| 2021 | +6.56% | +$656.35 | $450.14 | $90.03 | $0.72 |
| 2020 | +10.75% | +$1075.36 | $478.38 | $95.68 | $0.76 |
| 2019 | +13.82% | +$1382.40 | $648.40 | $129.68 | $1.04 |
| 2018 | -26.33% | $2632.58 | $585.24 | $117.05 | $0.94 |
| 2017 | +34.40% | +$3439.61 | $694.95 | $138.99 | $1.12 |
| 2016 | -2.58% | $257.91 | $610.20 | $122.04 | $0.98 |
| 2015 | -6.66% | $665.83 | $475.21 | $95.04 | $0.76 |
| 2014 | +12.61% | +$1260.51 | $266.83 | $53.36 | $0.43 |
| 2013 | +55.15% | +$5515.14 | $338.03 | $67.61 | $0.54 |
| 2012 | +17.97% | +$1796.85 | $450.03 | $90.01 | $0.71 |
| 2011 | -32.95% | $3294.55 | $153.89 | $30.78 | $0.24 |
| 2010 | +5.17% | +$516.74 | $132.22 | $26.44 | $0.22 |
| 2009 | +29.04% | +$2904.08 | $151.97 | $30.39 | $0.25 |
| 2008 | -26.23% | $2622.82 | $98.64 | $19.73 | $0.16 |
| 2007 | -13.54% | $1354.23 | $76.21 | $15.25 | $0.12 |
| 2006 | +49.47% | +$4947.31 | $113.17 | $22.63 | $0.18 |
| 2005 partial | +33.48% (+55.47% ann.) | +$3347.75 | $59.23 | $11.84 | $0.09 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | May 5, 2005 – October 9, 2007 | +102.36% | +33.68% | +$10235.68 | $324.23 | $64.85 | $0.51 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.68% | -43.79% | $5568.39 | $122.42 | $24.48 | $0.20 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +3.47% | +1.01% | +$346.64 | $750.87 | $150.16 | $1.21 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +128.14% | +11.52% | +$12814.44 | $7639.70 | $1527.94 | $12.24 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.81% | -99.96% | $4980.93 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +54.25% | +100.85% | +$5425.32 | $600.39 | $120.08 | $0.96 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +25.81% | +24.34% | +$2581.41 | $518.97 | $103.79 | $0.83 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -14.61% | -15.44% | $1461.25 | $462.52 | $92.50 | $0.74 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +41.28% | +20.50% | +$4128.08 | $952.44 | $190.49 | $1.52 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +0.05% | +0.03% | +$4.81 | $720.23 | $144.05 | $1.15 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-08-17 | $0.0520 | 0.21% |
| 2005-11-16 | $0.0900 | 0.31% |
| 2006-02-15 | $0.0900 | 0.25% |
| 2006-05-17 | $0.0900 | 0.20% |
| 2006-08-09 | $0.0900 | 0.23% |
| 2006-11-08 | $0.0900 | 0.21% |
| 2007-02-14 | $0.0900 | 0.17% |
| 2007-05-16 | $0.0900 | 0.17% |
| 2007-08-08 | $0.0900 | 0.22% |
| 2007-11-07 | $0.0900 | 0.19% |
| 2008-02-06 | $0.1000 | 0.27% |
| 2008-05-12 | $0.1000 | 0.28% |
| 2008-08-05 | $0.1000 | 0.25% |
| 2008-11-05 | $0.1000 | 0.32% |
| 2009-02-04 | $0.1000 | 0.38% |
| 2009-05-06 | $0.1000 | 0.31% |
| 2009-08-05 | $0.1250 | 0.33% |
| 2009-11-04 | $0.1250 | 0.33% |
| 2010-02-04 | $0.1250 | 0.31% |
| 2010-05-05 | $0.1250 | 0.32% |
| 2010-08-04 | $0.1250 | 0.40% |
| 2010-11-01 | $0.1250 | 0.34% |
| 2011-02-03 | $0.1250 | 0.28% |
| 2011-05-04 | $0.1600 | 0.38% |
| 2011-08-04 | $0.1600 | 0.50% |
| 2011-11-03 | $0.1600 | 0.59% |
| 2012-02-02 | $0.1600 | 0.54% |
| 2012-05-02 | $0.2000 | 0.73% |
| 2012-08-02 | $0.2000 | 0.74% |
| 2012-11-01 | $0.2000 | 0.68% |
| 2012-12-19 | $0.4000 | 1.29% |
| 2013-05-02 | $0.2500 | 0.77% |
| 2013-08-02 | $0.2500 | 0.68% |
| 2013-10-31 | $0.2500 | 0.64% |
| 2013-12-18 | $0.2500 | 0.58% |
| 2014-02-06 | $0.3000 | 0.69% |
| 2014-05-08 | $0.3000 | 0.61% |
| 2014-07-31 | $0.3000 | 0.56% |
| 2014-10-30 | $0.3000 | 0.60% |
| 2015-02-11 | $1.3000 | 2.59% |
| 2015-04-30 | $0.3500 | 0.65% |
| 2015-07-30 | $0.3500 | 0.62% |
| 2015-10-29 | $0.3500 | 0.72% |
| 2016-02-09 | $1.5500 | 4.66% |
| 2016-04-29 | $0.3800 | 1.03% |
| 2016-08-04 | $0.3800 | 1.11% |
| 2016-11-03 | $0.3800 | 1.02% |
| 2017-02-09 | $1.5800 | 3.62% |
| 2017-05-04 | $0.4100 | 0.93% |
| 2017-08-03 | $0.4100 | 0.89% |
| 2017-11-03 | $0.4100 | 0.87% |
| 2018-02-09 | $1.7100 | 3.15% |
| 2018-05-04 | $0.4400 | 0.84% |
| 2018-08-03 | $0.4400 | 0.83% |
| 2018-11-02 | $0.4400 | 1.06% |
| 2019-02-14 | $0.9400 | 2.44% |
| 2019-05-03 | $0.4700 | 1.23% |
| 2019-08-02 | $0.4700 | 1.28% |
| 2019-11-07 | $0.4700 | 1.22% |
| 2020-02-14 | $0.4700 | 1.10% |
| 2020-05-08 | $0.4700 | 1.81% |
| 2020-08-07 | $0.4700 | 1.51% |
| 2020-11-06 | $0.4700 | 1.26% |
| 2021-02-18 | $0.4700 | 1.09% |
| 2021-05-07 | $0.4700 | 1.00% |
| 2021-08-06 | $0.4700 | 0.98% |
| 2021-11-05 | $0.4700 | 0.97% |
| 2022-02-11 | $0.4700 | 1.16% |
| 2022-05-06 | $0.4700 | 1.38% |
| 2022-08-05 | $0.5000 | 1.31% |
| 2022-11-04 | $0.5000 | 1.42% |
| 2023-02-10 | $0.5000 | 1.32% |
| 2023-05-05 | $0.5000 | 1.70% |
| 2023-08-04 | $0.5000 | 1.47% |
| 2023-11-03 | $0.5000 | 1.77% |
| 2024-02-09 | $0.5000 | 1.28% |
| 2024-05-03 | $0.5000 | 1.27% |
| 2024-08-05 | $0.5000 | 1.13% |
| 2024-11-08 | $0.5000 | 0.85% |
| 2025-02-10 | $0.5000 | 0.94% |
| 2025-05-05 | $0.5000 | 1.21% |
| 2025-08-04 | $0.5000 | 1.00% |
| 2025-11-03 | $0.5000 | 1.02% |
| 2026-02-09 | $0.5000 | 0.88% |
| 2026-05-11 | $0.5000 | 1.04% |
| Total | 85 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-06 | $99.05 | $19.81 | $0.16 | 1.6569 |
| 2021-11-05 | $99.83 | $19.97 | $0.16 | 1.6633 |
| 2022-02-11 | $100.61 | $20.12 | $0.16 | 2.0719 |
| 2022-05-06 | $101.58 | $20.32 | $0.16 | 2.4728 |
| 2022-08-05 | $109.31 | $21.86 | $0.17 | 2.3416 |
| 2022-11-04 | $110.48 | $22.09 | $0.18 | 2.5223 |
| 2023-02-10 | $111.74 | $22.35 | $0.18 | 2.3589 |
| 2023-05-05 | $112.92 | $22.58 | $0.18 | 3.1217 |
| 2023-08-04 | $114.48 | $22.90 | $0.18 | 2.7210 |
| 2023-11-03 | $115.84 | $23.17 | $0.18 | 3.2169 |
| 2024-02-09 | $117.45 | $23.49 | $0.19 | 2.4218 |
| 2024-05-03 | $118.66 | $23.73 | $0.19 | 2.4260 |
| 2024-08-05 | $119.87 | $23.97 | $0.19 | 2.2466 |
| 2024-11-08 | $120.99 | $24.20 | $0.19 | 1.6530 |
| 2025-02-10 | $121.82 | $24.37 | $0.19 | 1.8615 |
| 2025-05-05 | $122.75 | $24.55 | $0.20 | 2.4205 |
| 2025-08-04 | $123.96 | $24.79 | $0.20 | 1.9327 |
| 2025-11-03 | $124.93 | $24.99 | $0.20 | 2.0638 |
| 2026-02-09 | $125.96 | $25.19 | $0.20 | 1.7643 |
| 2026-05-11 | $126.84 | $25.37 | $0.20 | 2.2025 |
| Total | $2299.08 | $459.81 | $3.68 | 45.1399 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.