Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEAIX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO INSTITUTIONAL SHARES) | 17.00% | 38.14% | 59.10% | 30.33% | 18.79% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEAIX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO INSTITUTIONAL SHARES) | 06/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 38.14 | 59.10 | 30.33 | 18.79 | NA | NA | … | … | 17.00 | 165.58 | 17.23 | 20.49 | -13.47 | 13.99 | 5.40 | 17.37 | -16.26 | 24.98 | -1.13 | -6.62 |
| Sharpe Ratio | NA | 2.16 | 1.37 | 0.84 | 0.65 | NA | NA | … | … | 1.87 | 2.44 | 1.04 | 1.36 | -0.70 | 1.09 | 0.18 | 1.46 | -1.31 | 3.20 | -0.07 | -0.62 |
| Standard Deviation(%) | NA | 16.96 | 40.61 | 33.41 | 26.60 | NA | NA | … | … | 22.57 | 67.07 | 13.10 | 12.49 | 21.50 | 12.76 | 28.99 | 10.90 | 13.49 | 7.64 | 19.28 | 17.59 |
| Draw Down(%) | NA | 12.95 | 14.01 | 28.80 | 38.00 | NA | NA | … | … | 12.95 | 14.01 | 8.19 | 9.66 | 28.53 | 7.46 | 33.37 | 9.45 | 24.56 | 2.89 | 13.79 | 14.61 |
| Yield(%) | 0.00 | 2.02 | 6.55 | 4.89 | 4.59 | 2.87 | 2.16 | … | … | 0.00 | 5.86 | 10.72 | 1.42 | 3.06 | 5.43 | 2.03 | 2.54 | 4.03 | 2.40 | 2.15 | 1.26 |
Data as of 06/04/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEAIX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO INSTITUTIONAL SHARES) |
-4.27%
Oct 2017 – Oct 2020 |
-2.29%
Sep 2017 – Sep 2022 |
14.42%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEAIX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO INSTITUTIONAL SHARES) |
60.35%
Sep 2022 – Sep 2025 |
33.20%
Oct 2020 – Oct 2025 |
19.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart