Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICMPX (LAZARD INTERNATIONAL COMPOUNDERS PORTFOLIO INSTITUTIONAL SHARES) | -3.98% | -2.96% | 6.88% | 1.16% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICMPX (LAZARD INTERNATIONAL COMPOUNDERS PORTFOLIO INSTITUTIONAL SHARES) | 01/04/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | -2.96 | 6.88 | 1.16 | NA | NA | NA | … | … | -3.98 | 7.77 | 5.63 | 17.84 | -20.11 | 10.02 | 23.95 | 29.54 |
| Sharpe Ratio | NA | -0.28 | 0.33 | -0.06 | NA | NA | NA | … | … | -0.48 | 0.33 | 0.16 | 1.09 | -0.89 | 0.75 | 0.84 | 2.71 |
| Standard Deviation(%) | NA | 13.77 | 13.87 | 16.34 | NA | NA | NA | … | … | 16.60 | 15.03 | 12.87 | 13.16 | 24.24 | 13.31 | 28.05 | 10.52 |
| Draw Down(%) | NA | 15.45 | 15.45 | 34.70 | NA | NA | NA | … | … | 15.45 | 14.75 | 8.26 | 13.54 | 30.18 | 10.07 | 30.41 | 6.91 |
| Yield(%) | 0.00 | 4.21 | 3.00 | 2.08 | 2.23 | 1.49 | 1.12 | … | … | 0.00 | 4.67 | 3.06 | 0.73 | 0.85 | 2.20 | 1.07 | 3.12 |
Data as of 06/05/2026, Common starting date is 01/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICMPX (LAZARD INTERNATIONAL COMPOUNDERS PORTFOLIO INSTITUTIONAL SHARES) |
-1.43%
Apr 2021 – Apr 2024 |
1.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICMPX (LAZARD INTERNATIONAL COMPOUNDERS PORTFOLIO INSTITUTIONAL SHARES) |
17.10%
Sep 2022 – Sep 2025 |
11.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart