Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCAIX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO INSTITUTIONAL SHARES) | 6.08% | 8.08% | 7.12% | 4.06% | 3.94% | 5.33% | NA | 3.66% |
Data as of 07/01/2025, AR inception 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 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 8.08 | 7.12 | 4.06 | 3.94 | 5.33 | NA | 3.66 | 6.08 | 1.86 | 8.63 | -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 | 0.28 | 0.29 | 0.20 | 0.20 | NA | NA | 0.21 | 0.54 | -0.36 | 0.48 | -1.32 | 0.82 | 0.41 | 2.03 | -1.09 | 3.11 | 0.57 | -0.38 | 0.55 | 1.27 | 0.96 | -0.22 | 1.27 | 1.13 | -1.13 |
| Standard Deviation(%) | NA | 15.28 | 12.09 | 11.80 | 11.76 | NA | NA | 13.16 | 17.48 | 13.14 | 9.14 | 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 | 14.14 | 14.14 | 24.17 | 24.17 | NA | NA | 42.09 | 14.14 | 10.99 | 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 | 7.62 | 3.67 | 2.36 | 3.14 | 4.27 | 2.71 | 3.19 | 0.00 | 8.27 | 1.62 | 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 07/01/2025, AR inception 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) |
-2.34%
Apr 2021 - Apr 2024 |
-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 |
6.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart