Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LETIX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO INSTITUTIONAL SHARES) | NA | -18.57% | -7.10% | -5.35% | NA | NA | NA | -3.93% |
Data as of 11/13/2019, AR inception is 07/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LETIX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO INSTITUTIONAL SHARES) | 07/01/2013 | 11/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.41 | -18.57 | -7.10 | -5.35 | NA | NA | NA | -3.93 | -2.09 | -9.44 | 6.51 | 6.13 | -5.28 | -0.29 | 0.14 |
| Sharpe Ratio | NA | -1.17 | -0.52 | -0.46 | NA | NA | NA | -0.28 | -0.97 | -1.53 | 1.45 | 1.08 | -1.29 | -0.07 | 0.06 |
| Standard Deviation(%) | NA | 4.06 | 5.36 | 5.23 | NA | NA | NA | 4.92 | 4.00 | 7.05 | 4.07 | 5.46 | 4.12 | 4.27 | 4.16 |
| Draw Down(%) | NA | 7.06 | 13.30 | 13.30 | NA | NA | NA | 13.30 | 7.06 | 11.54 | 2.42 | 6.14 | 7.15 | 8.45 | 3.57 |
| Yield(%) | 0.00 | 3.53 | 3.67 | 3.56 | 2.16 | 1.44 | 1.08 | 3.59 | 2.71 | 4.27 | 3.22 | 3.84 | 2.95 | 5.16 | 1.64 |
Data as of 11/13/2019, AR inception is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LETIX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO INSTITUTIONAL SHARES) |
-0.70%
Oct 2016 - Oct 2019 |
-0.90%
Oct 2013 - Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LETIX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO INSTITUTIONAL SHARES) |
3.00%
Jan 2015 - Jan 2018 |
0.61%
Jan 2014 - Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart