Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDMIX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 25.58% | 54.49% | 23.53% | 5.39% | 9.54% | 3.93% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDMIX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 10/02/2008 | 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 (%) | -5.00 | 54.49 | 23.53 | 5.39 | 9.54 | 3.93 | NA | … | … | 25.58 | 31.77 | 6.73 | 9.68 | -22.61 | -10.14 | 19.33 | 28.16 | -20.58 | 41.15 | 14.81 | -12.84 | -10.27 | -3.90 | 17.16 | -26.15 | 28.63 | 101.53 | -26.43 |
| Sharpe Ratio | NA | 2.73 | 1.17 | 0.15 | 0.41 | NA | NA | … | … | 2.74 | 1.67 | 0.21 | 0.41 | -1.04 | -0.63 | 0.56 | 1.78 | -1.16 | 3.96 | 0.73 | -0.67 | -0.75 | -0.27 | 0.98 | -0.93 | 1.39 | 3.06 | -0.86 |
| Standard Deviation(%) | NA | 18.96 | 17.27 | 18.32 | 19.52 | NA | NA | … | … | 24.70 | 17.60 | 14.91 | 14.87 | 23.11 | 16.19 | 33.64 | 14.98 | 19.02 | 10.26 | 19.98 | 19.11 | 13.72 | 14.44 | 17.62 | 28.24 | 20.59 | 33.11 | 82.81 |
| Draw Down(%) | NA | 13.14 | 19.55 | 42.66 | 46.20 | NA | NA | … | … | 13.14 | 18.78 | 11.40 | 14.62 | 34.86 | 22.72 | 38.76 | 10.64 | 28.92 | 4.77 | 13.94 | 26.23 | 20.46 | 18.75 | 19.56 | 35.43 | 16.52 | 28.55 | 46.01 |
| Yield(%) | 0.00 | 1.42 | 1.63 | 0.94 | 1.22 | 0.95 | 2.16 | … | … | 0.00 | 1.55 | 0.91 | 2.39 | 0.63 | 0.89 | 0.29 | 0.69 | 0.60 | 0.29 | 1.12 | 0.48 | 1.43 | 0.81 | 1.00 | 3.24 | 12.68 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDMIX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
-11.60%
Jan 2013 – Jan 2016 |
-8.90%
Jan 2011 – Jan 2016 |
-0.57%
Mar 2010 – Mar 2020 |
1.73%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDMIX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
42.01%
Feb 2009 – Feb 2012 |
19.56%
Feb 2009 – Feb 2014 |
11.51%
Feb 2009 – Feb 2019 |
7.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart