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LZIEX: LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 16.63 0(0.0%) April 24
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (84%) |
Start Date: | 12/27/1991 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.53% |
Expenses | 1.09% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 2.9 | 8.0 | 1.1 | 4.9 | 3.5 | 7.3 | 5.4 | 5.1 | 12.2 | -14.9 | 6.1 | 8.8 | 21.2 | -13.7 | 22.8 | -4.2 | 1.6 | -4.3 | 20.8 | 22.7 | -7.0 | 8.1 | 25.2 | -37.8 | 11.0 | 23.0 | 14.1 | 14.0 | 29.4 | -10.4 | -24.9 | -10.6 | 24.1 | 16.1 | 12.0 | 15.1 | 12.1 | -8.8 | 30.4 | -6.6 | 1.4 |
Sharpe Ratio | NA | -0.14 | 0.24 | -0.14 | 0.16 | 0.14 | NA | NA | 0.21 | 0.65 | -0.76 | 0.51 | 0.29 | 1.95 | -1.21 | 2.96 | -0.26 | 0.1 | -0.38 | 1.64 | 1.38 | -0.26 | 0.38 | 0.92 | -0.98 | 0.49 | 1.42 | 1.11 | 1.04 | 2.04 | -0.56 | -1.54 | -1.07 | 1.63 | 0.64 | 0.61 | 1.61 | 0.9 | -0.85 | 3.34 | -0.89 | 198.85 |
Draw Down(%) | NA | 5.5 | 11.3 | 30.3 | 34.6 | 35.1 | NA | NA | 55.4 | 11.3 | 28.1 | 7.9 | 34.6 | 7.7 | 21.6 | 2.6 | 11.9 | 14.2 | 13.2 | 9.6 | 15.1 | 21.7 | 17.6 | 27.7 | 49.6 | 10.8 | 14.5 | 7.2 | 10.4 | 14.5 | 23.3 | 33.6 | 15.9 | 9.3 | 27.8 | 10.5 | 5.1 | 6.1 | 19.6 | 3.6 | 16.4 | 0.0 |
Standard Deviation(%) | NA | 10.0 | 11.0 | 15.7 | 18.4 | 15.9 | NA | NA | 17.2 | 12.4 | 21.4 | 12.1 | 29.0 | 10.1 | 12.5 | 7.5 | 17.0 | 15.2 | 11.2 | 12.7 | 16.5 | 26.8 | 21.1 | 27.2 | 39.2 | 16.3 | 14.0 | 10.8 | 12.5 | 14.1 | 20.8 | 17.8 | 13.7 | 12.8 | 19.8 | 13.8 | 7.2 | 9.2 | 13.9 | 8.5 | 10.1 | 2.3 |
Treynor Ratio | NA | -0.02 | 0.03 | -0.02 | 0.03 | 0.02 | NA | NA | 0.04 | 0.09 | -0.17 | 0.07 | 0.09 | 0.22 | -0.17 | 0.23 | -0.05 | 0.02 | -0.05 | 0.22 | 0.24 | -0.07 | 0.08 | 0.27 | -0.42 | 0.09 | 0.22 | 0.14 | 0.17 | 0.3 | -0.11 | -0.28 | -0.17 | 0.23 | 0.13 | 0.1 | 0.14 | 0.12 | -0.14 | 0.62 | -0.21 | -8.55 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.02 | 0.03 | 0.01 | -0.03 | 0.06 | -0.01 | 1.39 |
Beta | NA | 0.9 | 0.88 | 0.95 | 0.93 | 0.93 | NA | NA | 0.9 | 0.88 | 0.98 | 0.92 | 0.92 | 0.91 | 0.9 | 0.96 | 0.94 | 0.95 | 0.94 | 0.94 | 0.95 | 0.97 | 0.96 | 0.92 | 0.92 | 0.87 | 0.9 | 0.85 | 0.78 | 0.95 | 1.02 | 0.99 | 0.84 | 0.9 | 0.97 | 0.85 | 0.82 | 0.66 | 0.84 | 0.46 | 0.42 | -0.53 |
RSquared | NA | 0.89 | 0.92 | 0.95 | 0.95 | 0.94 | NA | NA | 0.88 | 0.84 | 0.97 | 0.94 | 0.96 | 0.91 | 0.93 | 0.89 | 0.94 | 0.93 | 0.88 | 0.89 | 0.92 | 0.97 | 0.94 | 0.93 | 0.92 | 0.81 | 0.75 | 0.65 | 0.73 | 0.9 | 0.95 | 0.91 | 0.81 | 0.8 | 0.9 | 0.88 | 0.76 | 0.66 | 0.43 | 0.4 | 0.48 | 1.0 |
Yield(%) | N/A | 0.0 | 3.8 | 7.4 | 6.1 | 4.1 | 5.9 | 4.7 | N/A | 4.2 | 5.0 | 15.9 | 1.1 | 2.5 | 6.3 | 1.7 | 1.0 | 0.7 | 0.9 | 0.1 | 4.1 | 2.4 | 2.7 | 0.0 | 2.4 | 3.3 | 5.9 | 5.3 | 0.4 | 1.8 | 0.5 | 0.8 | 11.4 | 9.7 | 6.8 | 9.4 | 6.0 | 0.8 | 0.0 | 0.4 | 1.4 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -33.0 | 156.5 | 170.1 | 93.9 | N/A | N/A | N/A | -33.0 | -71.6 | 1423.8 | -46.2 | -68.5 | 342.9 | 64.7 | 41.7 | -25.0 | 1500.0 | -98.1 | 52.9 | -5.6 | N/A | -100.0 | -24.1 | -36.5 | 25.0 | 1260.0 | -68.8 | 220.0 | -54.5 | -94.4 | 29.4 | 59.4 | -24.4 | 69.3 | 733.3 | N/A | -100.0 | -71.4 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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