Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCNIX (LAZARD INTERNATIONAL EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) | NA | 20.81% | 6.04% | 6.11% | NA | NA | NA | … | … |
Data as of 09/01/2021, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCNIX (LAZARD INTERNATIONAL EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) | 09/02/2014 | 09/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 20.81 | 6.04 | 6.11 | NA | NA | NA | … | … | 7.19 | 0.37 | 23.24 | -16.20 | 23.29 | 4.74 | -12.05 | -4.12 |
| Sharpe Ratio | NA | 1.42 | 0.24 | 0.30 | NA | NA | NA | … | … | 0.84 | 0.00 | 1.88 | -1.19 | 2.68 | 0.24 | -0.75 | -0.88 |
| Standard Deviation(%) | NA | 14.51 | 21.01 | 17.72 | NA | NA | NA | … | … | 13.08 | 31.40 | 11.60 | 14.75 | 8.51 | 18.62 | 16.15 | 13.55 |
| Draw Down(%) | NA | 6.94 | 39.96 | 39.96 | NA | NA | NA | … | … | 6.24 | 39.96 | 8.76 | 24.06 | 3.92 | 11.73 | 22.32 | 9.05 |
| Yield(%) | 0.00 | 3.79 | 3.06 | 2.49 | 1.26 | 0.84 | 0.63 | … | … | 0.20 | 3.17 | 2.07 | 3.72 | 1.14 | 1.50 | 1.16 | 0.10 |
Data as of 09/01/2021, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCNIX (LAZARD INTERNATIONAL EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) |
-4.75%
Mar 2017 – Mar 2020 |
-3.19%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCNIX (LAZARD INTERNATIONAL EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) |
9.06%
Dec 2016 – Dec 2019 |
7.09%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart