Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAZ (Lazard, Inc.) | -2.67% | 10.88% | 21.02% | 4.60% | 8.80% | 7.58% | 5.18% | … | … |
Data as of 06/05/2026, Common starting date is 05/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAZ (Lazard, Inc.) | 05/05/2005 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 10.88 | 21.02 | 4.60 | 8.80 | 7.58 | 5.18 | … | … | -2.67 | -1.64 | 54.83 | 6.92 | -16.21 | 7.41 | 12.08 | 13.71 | -23.49 | 37.63 | 3.19 | -3.38 | 13.48 | 57.42 | 19.46 | -32.56 | 5.66 | 29.61 | -25.97 | -13.31 | 49.89 | 33.69 |
| Sharpe Ratio | NA | 0.23 | 0.53 | 0.07 | 0.20 | NA | NA | … | … | -0.09 | -0.10 | 1.50 | 0.11 | -0.46 | 0.25 | 0.21 | 0.42 | -0.87 | 1.82 | 0.07 | -0.10 | 0.53 | 2.19 | 0.70 | -0.67 | 0.16 | 0.48 | -0.38 | -0.40 | 1.21 | 1.45 |
| Standard Deviation(%) | NA | 36.79 | 38.54 | 36.70 | 36.16 | NA | NA | … | … | 43.89 | 44.57 | 34.10 | 29.65 | 38.62 | 29.45 | 55.53 | 28.91 | 28.80 | 20.43 | 39.83 | 35.04 | 25.57 | 26.20 | 27.81 | 48.56 | 34.43 | 61.53 | 70.64 | 41.58 | 38.45 | 36.38 |
| Draw Down(%) | NA | 31.39 | 44.24 | 44.24 | 59.54 | NA | NA | … | … | 31.39 | 39.52 | 16.53 | 31.68 | 31.31 | 20.45 | 52.20 | 22.47 | 38.53 | 14.52 | 33.70 | 28.40 | 16.90 | 16.82 | 27.41 | 56.78 | 35.09 | 32.40 | 52.95 | 35.02 | 28.92 | 14.15 |
| Yield(%) | 0.00 | 4.60 | 6.65 | 4.19 | 6.44 | 6.05 | 4.20 | … | … | 2.01 | 3.94 | 5.54 | 5.71 | 4.32 | 4.51 | 4.61 | 4.91 | 5.90 | 7.11 | 6.61 | 5.23 | 2.99 | 3.59 | 4.81 | 1.71 | 1.40 | 1.70 | 1.15 | 0.85 | 1.26 | 0.66 |
Data as of 06/05/2026, Common starting date is 05/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAZ (Lazard, Inc.) |
-19.71%
Sep 2008 – Sep 2011 |
-14.21%
May 2007 – May 2012 |
0.51%
Jun 2006 – Jun 2016 |
1.25%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAZ (Lazard, Inc.) |
40.92%
May 2012 – May 2015 |
22.15%
May 2012 – May 2017 |
14.79%
Sep 2011 – Sep 2021 |
9.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart