Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LDMOX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO OPEN SHARES) | 14.40% | 14.48% | 8.64% | 2.69% | 4.60% | 2.23% | NA | 4.97% |
Data as of 07/22/2025, AR inception is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDMOX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO OPEN SHARES) | 10/02/2008 | 07/22/2025 |
| 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 (%) | 0.99 | 14.48 | 8.64 | 2.69 | 4.60 | 2.23 | NA | 4.97 | 14.40 | 6.50 | 9.37 | -22.81 | -10.37 | 18.97 | 27.79 | -20.83 | 40.56 | 14.31 | -13.11 | -10.57 | -4.17 | 16.79 | -26.35 | 28.14 | 101.68 | -26.43 |
| Sharpe Ratio | NA | 0.58 | 0.33 | 0.06 | 0.15 | NA | NA | 0.17 | 1.22 | -0.01 | 0.35 | -1.05 | -0.64 | 0.56 | 1.76 | -1.17 | 3.89 | 0.70 | -0.69 | -0.77 | -0.29 | 0.96 | -0.93 | 1.36 | 3.06 | -0.86 |
| Standard Deviation(%) | NA | 18.84 | 17.03 | 17.89 | 19.80 | NA | NA | 22.88 | 20.55 | 14.96 | 14.86 | 23.07 | 16.16 | 33.57 | 15.01 | 19.04 | 10.32 | 20.04 | 19.17 | 13.80 | 14.40 | 17.63 | 28.29 | 20.63 | 33.18 | 82.64 |
| Draw Down(%) | NA | 19.69 | 19.69 | 46.41 | 46.41 | NA | NA | 47.23 | 18.83 | 11.48 | 14.79 | 35.00 | 22.86 | 38.76 | 10.71 | 29.16 | 4.78 | 14.03 | 26.34 | 20.57 | 18.76 | 19.58 | 35.56 | 16.66 | 28.55 | 46.01 |
| Yield(%) | 0.00 | 0.59 | 1.08 | 0.80 | 0.71 | 1.50 | 1.76 | 2.20 | 0.00 | 0.64 | 2.13 | 0.44 | 0.67 | 0.29 | 0.05 | 0.60 | 0.00 | 0.73 | 0.11 | 1.13 | 0.55 | 0.65 | 3.23 | 12.06 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDMOX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO OPEN SHARES) |
-11.90%
Jan 2013 - Jan 2016 |
-9.20%
Jan 2011 - Jan 2016 |
-0.91%
Mar 2010 - Mar 2020 |
1.42%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDMOX (LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO OPEN SHARES) |
41.71%
Feb 2009 - Feb 2012 |
19.28%
Feb 2009 - Feb 2014 |
11.18%
Feb 2009 - Feb 2019 |
7.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart