Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) | 17.17% | 19.55% | 10.26% | 10.94% | 9.29% | 10.85% | NA | 10.76% |
Data as of 07/23/2025, AR inception is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) | 01/06/2010 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 19.55 | 10.26 | 10.94 | 9.29 | 10.85 | NA | 10.76 | 17.17 | 6.43 | 10.58 | -1.59 | 19.60 | -4.60 | 21.96 | -4.07 | 19.61 | 9.01 | 9.05 | 17.51 | 26.24 | 17.55 | -1.97 | 5.24 |
| Sharpe Ratio | NA | 1.47 | 0.65 | 0.76 | 0.56 | NA | NA | 0.72 | 2.59 | 0.28 | 0.68 | -0.23 | 2.15 | -0.18 | 2.02 | -0.46 | 2.24 | 0.68 | 0.70 | 1.76 | 2.88 | 1.61 | -0.12 | 0.38 |
| Standard Deviation(%) | NA | 10.59 | 11.19 | 11.22 | 13.56 | NA | NA | 13.11 | 11.26 | 10.18 | 10.34 | 13.14 | 9.12 | 27.01 | 10.12 | 11.81 | 8.50 | 12.96 | 12.84 | 9.96 | 9.09 | 11.00 | 16.40 | 13.78 |
| Draw Down(%) | NA | 5.88 | 17.14 | 17.14 | 29.57 | NA | NA | 29.57 | 5.88 | 6.68 | 10.07 | 17.14 | 4.48 | 29.57 | 5.03 | 10.25 | 5.63 | 8.56 | 11.45 | 7.00 | 8.24 | 7.13 | 14.82 | 10.60 |
| Yield(%) | 0.00 | 3.79 | 5.91 | 5.95 | 6.84 | 9.05 | 6.71 | 8.95 | 0.82 | 4.08 | 2.86 | 12.42 | 6.74 | 2.22 | 4.86 | 11.80 | 6.79 | 3.38 | 10.71 | 13.02 | 6.03 | 5.19 | 3.35 | 1.93 |
Data as of 07/23/2025, AR inception is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) |
1.21%
Oct 2017 - Oct 2020 |
3.69%
Sep 2017 - Sep 2022 |
7.76%
Jun 2014 - Jun 2024 |
10.08%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) |
24.07%
May 2012 - May 2015 |
19.95%
May 2012 - May 2017 |
13.10%
May 2012 - May 2022 |
11.37%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart