Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LEOIX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO INSTITUTIONAL SHARES) | 5.03% | 11.04% | 6.88% | 6.95% | 4.16% | NA | NA | 4.46% |
Data as of 06/06/2025, AR inception is 01/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEOIX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO INSTITUTIONAL SHARES) | 01/06/2015 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 11.04 | 6.88 | 6.95 | 4.16 | NA | NA | 4.46 | 5.03 | 10.79 | 7.02 | -7.41 | 7.07 | 9.89 | 7.44 | -2.22 | 6.08 | 4.50 | -2.12 |
| Sharpe Ratio | NA | 3.72 | 1.14 | 1.80 | 0.78 | NA | NA | 0.83 | 3.90 | 3.00 | 1.18 | -2.29 | 3.01 | 1.62 | 1.70 | -1.21 | 3.61 | 1.28 | -0.48 |
| Standard Deviation(%) | NA | 2.11 | 3.04 | 2.93 | 3.48 | NA | NA | 3.52 | 2.40 | 2.39 | 2.87 | 3.88 | 2.34 | 5.93 | 3.52 | 3.00 | 1.51 | 3.36 | 4.58 |
| Draw Down(%) | NA | 0.78 | 5.15 | 10.30 | 10.91 | NA | NA | 10.91 | 0.78 | 1.22 | 2.78 | 10.28 | 2.09 | 10.71 | 2.56 | 4.34 | 0.38 | 1.40 | 5.55 |
| Yield(%) | 0.00 | 5.27 | 5.80 | 5.90 | 4.71 | 3.23 | 2.42 | 4.85 | 0.00 | 5.52 | 1.71 | 10.22 | 4.29 | 6.76 | 1.06 | 2.46 | 10.85 | 1.46 | 8.83 |
Data as of 06/06/2025, AR inception is 01/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEOIX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO INSTITUTIONAL SHARES) |
0.46%
Mar 2017 - Mar 2020 |
0.87%
Apr 2015 - Apr 2020 |
4.13%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEOIX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO INSTITUTIONAL SHARES) |
8.13%
Dec 2018 - Dec 2021 |
7.78%
Mar 2020 - Mar 2025 |
4.35%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart