Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) | 12.79% | 12.68% | 4.72% | 8.23% | 7.31% | 10.05% | NA | 9.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) | 01/06/2010 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 01/06/2010.
AR inception is since 01/06/2010.
| 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 (%) | 1.26 | 12.68 | 4.72 | 8.23 | 7.31 | 10.05 | NA | 9.66 | 12.79 | 5.42 | 10.58 | -9.49 | 17.36 | -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 | 0.55 | 0.03 | 0.50 | 0.41 | NA | NA | 0.62 | 2.80 | -0.11 | 0.62 | -0.71 | 1.88 | -0.18 | 2.03 | -0.46 | 2.24 | 0.68 | 0.70 | 1.76 | 2.88 | 1.61 | -0.12 | 0.38 |
| Standard Deviation(%) | NA | 11.51 | 12.30 | 12.42 | 13.88 | NA | NA | 13.32 | 12.52 | 10.21 | 10.34 | 15.37 | 9.24 | 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 | 6.62 | 17.77 | 17.77 | 29.57 | NA | NA | 29.57 | 5.88 | 6.68 | 10.07 | 17.77 | 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 | 2.24 | 2.97 | 3.65 | 5.41 | 8.14 | 5.79 | 7.72 | 0.00 | 3.12 | 2.86 | 4.79 | 4.62 | 2.22 | 4.86 | 11.80 | 6.79 | 3.38 | 10.71 | 13.02 | 6.03 | 5.19 | 3.35 | 1.93 |
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) |
0.44%
Dec 2019 - Dec 2022 |
3.14%
Sep 2017 - Sep 2022 |
6.66%
Jun 2014 - Jun 2024 |
9.25%
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 |
12.89%
May 2012 - May 2022 |
9.70%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart