Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCAIX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO INSTITUTIONAL SHARES) | 7.99% | 18.90% | 14.24% | 4.94% | 6.24% | 5.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCAIX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO INSTITUTIONAL SHARES) | 03/31/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 18.90 | 14.24 | 4.94 | 6.24 | 5.35 | NA | … | … | 7.99 | 14.10 | 12.37 | 10.32 | -16.96 | 8.58 | 7.72 | 15.15 | -12.72 | 17.75 | 5.36 | -3.81 | 4.40 | 12.22 | 9.16 | -3.27 | 14.58 | 19.57 | -26.03 |
| Sharpe Ratio | NA | 1.80 | 0.97 | 0.21 | 0.40 | NA | NA | … | … | 1.60 | 0.83 | 0.78 | 0.73 | -1.33 | 0.82 | 0.41 | 2.02 | -1.10 | 3.11 | 0.57 | -0.38 | 0.55 | 1.27 | 0.95 | -0.22 | 1.27 | 1.13 | -1.13 |
| Standard Deviation(%) | NA | 9.66 | 11.74 | 11.91 | 11.66 | NA | NA | … | … | 11.38 | 13.58 | 11.25 | 9.16 | 13.89 | 10.50 | 18.06 | 6.76 | 12.90 | 5.52 | 9.07 | 10.05 | 7.94 | 9.61 | 9.62 | 14.87 | 11.40 | 17.19 | 29.73 |
| Draw Down(%) | NA | 7.12 | 14.14 | 24.17 | 24.17 | NA | NA | … | … | 7.12 | 14.14 | 8.28 | 9.61 | 20.66 | 5.75 | 20.34 | 3.43 | 21.15 | 2.13 | 8.97 | 9.98 | 6.06 | 8.79 | 9.84 | 14.08 | 7.50 | 17.04 | 40.62 |
| Yield(%) | 0.00 | 13.98 | 9.99 | 5.29 | 5.06 | 4.77 | 3.67 | … | … | 0.00 | 14.50 | 11.07 | 3.25 | 0.86 | 0.37 | 0.52 | 2.22 | 4.94 | 8.37 | 1.75 | 2.75 | 6.68 | 9.82 | 0.83 | 3.71 | 1.37 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCAIX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO INSTITUTIONAL SHARES) |
-2.04%
Oct 2020 – Oct 2023 |
-0.70%
Jan 2018 – Jan 2023 |
1.98%
Oct 2013 – Oct 2023 |
2.05%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCAIX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO INSTITUTIONAL SHARES) |
16.68%
Feb 2009 – Feb 2012 |
12.54%
Feb 2009 – Feb 2014 |
7.77%
Feb 2009 – Feb 2019 |
6.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart