Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLIFX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO INSTITUTIONAL SHARES) | 8.27% | 17.06% | 14.27% | 9.18% | 9.29% | 10.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLIFX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO INSTITUTIONAL SHARES) | 01/06/2010 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 17.06 | 14.27 | 9.18 | 9.29 | 10.55 | NA | … | … | 8.27 | 23.86 | 6.72 | 10.90 | -9.27 | 17.67 | -4.52 | 22.28 | -3.83 | 19.93 | 9.30 | 9.29 | 17.94 | 26.57 | 18.05 | -1.56 | 6.51 |
| Sharpe Ratio | NA | 1.51 | 1.11 | 0.60 | 0.56 | NA | NA | … | … | 1.49 | 2.20 | 0.30 | 0.71 | -0.70 | 1.90 | -0.18 | 2.06 | -0.45 | 2.27 | 0.70 | 0.72 | 1.79 | 2.92 | 1.64 | -0.10 | 0.47 |
| Standard Deviation(%) | NA | 10.70 | 10.60 | 11.57 | 13.58 | NA | NA | … | … | 14.22 | 9.58 | 10.22 | 10.32 | 15.35 | 9.26 | 26.98 | 10.11 | 11.73 | 8.52 | 13.00 | 12.92 | 10.03 | 9.09 | 11.07 | 16.37 | 13.82 |
| Draw Down(%) | NA | 9.00 | 10.02 | 17.77 | 29.65 | NA | NA | … | … | 9.00 | 5.89 | 6.68 | 10.02 | 17.77 | 4.48 | 29.65 | 5.04 | 10.25 | 5.64 | 8.44 | 11.40 | 7.01 | 8.25 | 7.07 | 14.66 | 10.16 |
| Yield(%) | 0.00 | 6.82 | 5.05 | 4.90 | 6.09 | 8.20 | 6.82 | … | … | 0.71 | 7.20 | 4.35 | 3.15 | 5.03 | 4.90 | 2.40 | 5.14 | 12.06 | 6.93 | 3.64 | 11.01 | 13.42 | 6.38 | 5.63 | 3.67 | 3.29 |
Data as of 06/04/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLIFX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO INSTITUTIONAL SHARES) |
0.64%
Dec 2019 – Dec 2022 |
3.40%
Sep 2017 – Sep 2022 |
6.93%
Jun 2014 – Jun 2024 |
9.70%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLIFX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO INSTITUTIONAL SHARES) |
24.46%
May 2012 – May 2015 |
20.30%
May 2012 – May 2017 |
13.18%
May 2012 – May 2022 |
11.01%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart