Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEOOX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO OPEN SHARES) | 3.92% | 9.38% | 9.25% | 5.28% | 5.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEOOX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO OPEN SHARES) | 01/06/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 9.38 | 9.25 | 5.28 | 5.32 | NA | NA | … | … | 3.92 | 9.91 | 10.62 | 6.63 | -7.47 | 6.80 | 9.60 | 7.20 | -2.47 | 5.92 | 4.13 | -2.37 |
| Sharpe Ratio | NA | 3.32 | 2.54 | 0.98 | 1.12 | NA | NA | … | … | 2.87 | 3.25 | 2.84 | 1.05 | -2.30 | 2.89 | 1.57 | 1.60 | -1.34 | 3.45 | 1.16 | -0.52 |
| Standard Deviation(%) | NA | 1.96 | 2.34 | 2.77 | 3.27 | NA | NA | … | … | 2.27 | 2.21 | 2.46 | 2.87 | 3.88 | 2.34 | 5.93 | 3.58 | 2.88 | 1.53 | 3.37 | 4.66 |
| Draw Down(%) | NA | 0.62 | 2.78 | 10.33 | 10.94 | NA | NA | … | … | 0.62 | 0.99 | 1.21 | 2.78 | 10.27 | 2.09 | 10.74 | 2.68 | 4.44 | 0.38 | 1.40 | 5.70 |
| Yield(%) | 0.00 | 0.70 | 2.49 | 4.00 | 4.23 | 3.11 | 2.33 | … | … | 0.00 | 0.73 | 5.23 | 1.47 | 9.93 | 3.92 | 6.25 | 1.06 | 2.21 | 10.58 | 1.20 | 8.58 |
Data as of 06/04/2026, Common starting date is 01/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEOOX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO OPEN SHARES) |
0.25%
Mar 2017 – Mar 2020 |
0.64%
Apr 2015 – Apr 2020 |
3.91%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEOOX (LAZARD ENHANCED OPPORTUNITIES PORTFOLIO OPEN SHARES) |
9.56%
Nov 2022 – Nov 2025 |
7.52%
Mar 2020 – Mar 2025 |
5.30%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart