Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICMPX (LAZARD INTERNATIONAL COMPOUNDERS PORTFOLIO INSTITUTIONAL SHARES) | 11.28% | 13.38% | 12.90% | 9.17% | NA | NA | NA | 11.82% |
Data as of 07/01/2025, AR inception is 01/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICMPX (LAZARD INTERNATIONAL COMPOUNDERS PORTFOLIO INSTITUTIONAL SHARES) | 01/04/2019 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 13.38 | 12.90 | 9.17 | NA | NA | NA | 11.82 | 11.28 | 5.63 | 17.84 | -20.11 | 10.02 | 23.95 | 29.54 |
| Sharpe Ratio | NA | 0.62 | 0.54 | 0.45 | NA | NA | NA | 0.50 | 1.27 | 0.16 | 1.09 | -0.89 | 0.75 | 0.84 | 2.71 |
| Standard Deviation(%) | NA | 15.34 | 15.95 | 16.50 | NA | NA | NA | 18.19 | 17.08 | 12.87 | 13.16 | 24.24 | 13.31 | 28.05 | 10.52 |
| Draw Down(%) | NA | 14.75 | 16.84 | 34.70 | NA | NA | NA | 34.70 | 14.75 | 8.26 | 13.54 | 30.18 | 10.07 | 30.41 | 6.91 |
| Yield(%) | 0.00 | 2.90 | 1.82 | 1.92 | 1.49 | 1.00 | 0.75 | 2.49 | 0.00 | 3.06 | 0.73 | 0.85 | 2.20 | 1.07 | 3.12 |
Data as of 07/01/2025, AR inception 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 |
6.28%
Dec 2019 - Dec 2024 |
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) |
13.12%
Feb 2019 - Feb 2022 |
11.07%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart