Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GESIX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) | 0.00% | 75,791.67% | 886.24% | 293.89% | 111.71% | NA | NA | … | … |
Data as of 01/23/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GESIX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) | 01/03/2014 | 01/23/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 75,791.67 | 886.24 | 293.89 | 111.71 | NA | NA | … | … | 0.00 | 78,787.40 | 10.50 | 17.07 | -17.65 | 15.58 | 12.45 | 25.21 | -7.12 | 28.52 | 2.66 | 0.46 | 4.78 |
| Sharpe Ratio | NA | 114.79 | 2.32 | 0.99 | 0.53 | NA | NA | … | … | 0.00 | 122.30 | 0.60 | 1.12 | -0.85 | 1.27 | 0.42 | 2.21 | -0.60 | 4.21 | 0.18 | 0.03 | 0.42 |
| Standard Deviation(%) | NA | 660.24 | 381.30 | 295.47 | 209.16 | NA | NA | … | … | NA | 661.55 | 11.48 | 12.12 | 22.53 | 12.22 | 28.74 | 10.74 | 14.24 | 6.65 | 13.68 | 14.26 | 11.32 |
| Draw Down(%) | NA | 17.29 | 17.29 | 26.89 | 31.95 | NA | NA | … | … | 0.00 | 17.29 | 6.77 | 11.98 | 25.20 | 6.46 | 31.95 | 5.42 | 16.97 | 1.89 | 10.75 | 12.02 | 9.42 |
| Yield(%) | 0.00 | 104.32 | 43.58 | 25.79 | 23.70 | 15.32 | 11.49 | … | … | 0.00 | 108.85 | 7.22 | 2.16 | 0.48 | 0.57 | 0.37 | 0.98 | 2.94 | 4.63 | 0.74 | 0.36 | 0.66 |
Data as of 01/23/2026, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GESIX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) |
1.06%
Sep 2019 – Sep 2022 |
3.88%
Sep 2017 – Sep 2022 |
7.17%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GESIX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) |
906.77%
Dec 2022 – Dec 2025 |
295.80%
Dec 2020 – Dec 2025 |
110.10%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart