Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCAOX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO OPEN SHARES) | 5.27% | 16.03% | 13.04% | 5.48% | 6.54% | 5.42% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCAOX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO OPEN SHARES) | 04/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 16.03 | 13.04 | 5.48 | 6.54 | 5.42 | NA | … | … | 5.27 | 13.81 | 12.17 | 9.88 | -15.06 | 12.58 | 9.25 | 14.90 | -13.05 | 17.47 | 5.08 | -4.62 | 4.09 | 11.90 | 8.85 | -3.72 | 14.35 | 19.40 | -27.67 |
| Sharpe Ratio | NA | 1.75 | 0.94 | 0.30 | 0.45 | NA | NA | … | … | 1.56 | 0.80 | 0.76 | 0.69 | -1.21 | 1.25 | 0.50 | 2.00 | -1.13 | 3.07 | 0.54 | -0.46 | 0.52 | 1.23 | 0.92 | -0.25 | 1.25 | 1.12 | -1.21 |
| Standard Deviation(%) | NA | 9.73 | 11.79 | 11.80 | 11.58 | NA | NA | … | … | 11.41 | 13.65 | 11.25 | 9.15 | 13.71 | 10.02 | 17.95 | 6.72 | 12.85 | 5.49 | 9.09 | 10.12 | 7.91 | 9.66 | 9.63 | 14.81 | 11.39 | 17.23 | 29.64 |
| Draw Down(%) | NA | 7.18 | 14.15 | 19.44 | 23.45 | NA | NA | … | … | 7.18 | 14.15 | 8.26 | 9.78 | 18.94 | 5.27 | 20.36 | 3.46 | 21.42 | 2.15 | 8.92 | 10.10 | 6.07 | 8.90 | 9.95 | 14.31 | 7.71 | 17.25 | 40.71 |
| Yield(%) | 0.00 | 13.85 | 9.78 | 6.30 | 5.71 | 5.07 | 3.78 | … | … | 0.00 | 14.32 | 10.86 | 3.01 | 2.80 | 4.45 | 1.99 | 1.90 | 4.71 | 8.05 | 1.45 | 2.45 | 6.36 | 9.52 | 0.52 | 3.36 | 1.03 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCAOX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO OPEN SHARES) |
-1.42%
May 2008 – May 2011 |
-0.08%
May 2008 – May 2013 |
2.46%
Oct 2013 – Oct 2023 |
2.30%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCAOX (LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO OPEN SHARES) |
16.33%
Feb 2009 – Feb 2012 |
12.21%
Feb 2009 – Feb 2014 |
7.41%
Feb 2009 – Feb 2019 |
6.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart