Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GESOX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO OPEN SHARES) | 0.00% | 108,875.50% | 1,010.42% | 325.90% | 120.64% | NA | NA | … | … |
Data as of 01/23/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GESOX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO OPEN 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 | 108,875.50 | 1,010.42 | 325.90 | 120.64 | NA | NA | … | … | 0.00 | 6.69 | 10.12 | 16.75 | -17.50 | 19.41 | 15.67 | 25.72 | -7.33 | 28.01 | 2.35 | 0.24 | 4.48 |
| Sharpe Ratio | NA | -0.12 | 0.37 | 0.20 | 0.51 | NA | NA | … | … | 0.00 | 0.25 | 0.57 | 1.09 | -0.85 | 1.61 | 0.54 | 2.24 | -0.61 | 4.17 | 0.16 | 0.01 | 0.40 |
| Standard Deviation(%) | NA | 15.59 | 13.08 | 15.32 | 15.88 | NA | NA | … | … | 0.00 | 15.86 | 11.45 | 12.12 | 22.47 | 12.07 | 28.64 | 10.80 | 14.27 | 6.59 | 13.64 | 14.19 | 11.23 |
| Draw Down(%) | NA | 17.34 | 17.34 | 25.62 | 31.95 | NA | NA | … | … | 0.00 | 17.34 | 6.78 | 12.05 | 25.35 | 6.47 | 31.95 | 5.50 | 17.21 | 1.97 | 10.74 | 12.03 | 9.43 |
| Yield(%) | 0.00 | 104.10 | 43.26 | 26.37 | 24.60 | 15.88 | 11.91 | … | … | 0.00 | 108.62 | 6.91 | 1.85 | 0.61 | 4.30 | 3.51 | 1.41 | 2.67 | 4.25 | 0.42 | 0.05 | 0.34 |
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 |
|---|---|---|---|---|
| GESOX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO OPEN SHARES) |
1.98%
Dec 2021 – Dec 2024 |
4.13%
Mar 2015 – Mar 2020 |
7.69%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GESOX (LAZARD GLOBAL EQUITY SELECT PORTFOLIO OPEN SHARES) |
1,033.52%
Dec 2022 – Dec 2025 |
327.91%
Dec 2020 – Dec 2025 |
118.96%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart