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LZSIX: LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 11.21 0.04(0.36%) March 27
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (83%) |
Start Date: | 07/12/2001 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.65% |
Expenses | 0.90% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/13/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 6.8 | 15.1 | 1.3 | 4.5 | 3.3 | 6.9 | 4.2 | 3.9 | 10.4 | -15.6 | 3.2 | 8.2 | 20.3 | -14.5 | 28.3 | -0.6 | -3.7 | -4.3 | 14.9 | 21.6 | -7.0 | 8.5 | 20.9 | -38.8 | 9.3 | 21.0 | 4.3 | 14.8 | 26.6 | -15.4 | -0.5 |
Sharpe Ratio | NA | 2.66 | 0.98 | -0.1 | 0.16 | 0.15 | NA | NA | 0.15 | 0.51 | -0.84 | 0.27 | 0.27 | 1.77 | -1.17 | 3.81 | -0.05 | -0.24 | -0.38 | 1.2 | 1.35 | -0.27 | 0.39 | 0.75 | -1.02 | 0.38 | 1.44 | 0.2 | 1.16 | 1.57 | -0.68 | -0.15 |
Draw Down(%) | NA | 3.0 | 11.7 | 28.7 | 35.0 | 36.9 | NA | NA | 55.9 | 11.7 | 26.9 | 7.6 | 35.0 | 8.2 | 22.6 | 2.3 | 10.9 | 16.4 | 13.3 | 11.0 | 14.9 | 22.1 | 18.3 | 26.7 | 51.1 | 12.2 | 13.4 | 5.2 | 9.3 | 16.1 | 26.9 | 20.7 |
Standard Deviation(%) | NA | 10.3 | 11.1 | 15.2 | 18.2 | 15.9 | NA | NA | 18.9 | 12.1 | 20.3 | 12.1 | 29.0 | 10.7 | 13.5 | 7.3 | 16.9 | 15.1 | 11.3 | 12.4 | 16.0 | 26.3 | 21.4 | 27.6 | 38.7 | 16.7 | 12.4 | 10.6 | 11.9 | 16.5 | 24.4 | 19.7 |
Treynor Ratio | NA | 0.31 | 0.13 | -0.02 | 0.03 | 0.03 | NA | NA | 0.03 | 0.07 | -0.18 | 0.04 | 0.09 | 0.2 | -0.16 | 0.32 | -0.01 | -0.04 | -0.05 | 0.16 | 0.24 | -0.07 | 0.09 | 0.22 | -0.44 | 0.07 | 0.2 | 0.02 | 0.18 | 0.3 | -0.17 | -0.03 |
Alpha | NA | 0.03 | -0.01 | -0.02 | -0.01 | -0.01 | NA | NA | -0.01 | -0.02 | -0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | -0.01 | 0.0 | 0.04 |
Beta | NA | 0.88 | 0.87 | 0.91 | 0.92 | 0.93 | NA | NA | 0.92 | 0.87 | 0.92 | 0.9 | 0.93 | 0.96 | 0.98 | 0.88 | 0.93 | 0.94 | 0.93 | 0.91 | 0.92 | 0.95 | 0.98 | 0.93 | 0.9 | 0.93 | 0.88 | 0.86 | 0.77 | 0.88 | 0.96 | 0.89 |
RSquared | NA | 0.8 | 0.88 | 0.93 | 0.94 | 0.93 | NA | NA | 0.88 | 0.88 | 0.95 | 0.91 | 0.96 | 0.92 | 0.93 | 0.79 | 0.93 | 0.92 | 0.85 | 0.87 | 0.9 | 0.96 | 0.95 | 0.93 | 0.91 | 0.88 | 0.89 | 0.7 | 0.79 | 0.56 | 0.6 | 0.7 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2001
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