Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEDIX (Lazard Emerging Markets Debt Portfolio Institutional Shares) | NA | -0.23% | 0.38% | -1.89% | -1.39% | NA | NA | … | … |
Data as of 04/25/2023, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEDIX (Lazard Emerging Markets Debt Portfolio Institutional Shares) | 03/01/2011 | 04/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | -0.23 | 0.38 | -1.89 | -1.39 | NA | NA | … | … | 4.08 | -17.42 | -8.28 | 108.50 | 15.05 | -7.45 | 11.52 | 6.50 | -8.89 | -2.18 | -7.35 | 18.95 | 0.73 |
| Sharpe Ratio | NA | -0.35 | -0.08 | -0.34 | -0.26 | NA | NA | … | … | 1.16 | -1.76 | -1.70 | 1.53 | 2.46 | -1.19 | 1.89 | 0.74 | -1.39 | -0.38 | -1.05 | 3.59 | 0.12 |
| Standard Deviation(%) | NA | 8.87 | 8.16 | 8.94 | 7.98 | NA | NA | … | … | 7.36 | 10.70 | 4.88 | 70.36 | 5.55 | 7.38 | 5.79 | 8.51 | 6.43 | 5.70 | 7.05 | 5.30 | 6.98 |
| Draw Down(%) | NA | 13.96 | 30.00 | 30.00 | 30.00 | NA | NA | … | … | 5.54 | 25.46 | 9.90 | 22.41 | 2.04 | 13.76 | 4.39 | 10.02 | 11.67 | 13.16 | 13.95 | 5.82 | 8.43 |
| Yield(%) | 0.00 | 5.50 | 8.28 | 5.99 | 4.25 | 3.87 | 2.90 | … | … | 1.43 | 4.49 | 3.64 | 4.22 | 5.37 | 5.39 | 5.59 | 4.22 | 4.09 | 5.39 | 4.92 | 7.33 | 3.17 |
Data as of 04/25/2023, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEDIX (Lazard Emerging Markets Debt Portfolio Institutional Shares) |
-8.36%
Oct 2019 – Oct 2022 |
-4.19%
Sep 2017 – Sep 2022 |
-2.15%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEDIX (Lazard Emerging Markets Debt Portfolio Institutional Shares) |
6.60%
Aug 2018 – Aug 2021 |
5.68%
Dec 2015 – Dec 2020 |
2.55%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart