Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LETOX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO OPEN SHARES) | NA | 4.17% | 0.29% | -1.03% | NA | NA | NA | … | … |
Data as of 11/13/2019, Common starting date is 07/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LETOX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO OPEN SHARES) | 07/01/2013 | 11/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.17 | 0.29 | -1.03 | NA | NA | NA | … | … | 4.13 | -10.25 | 5.81 | 5.51 | -5.66 | -0.51 | 0.06 |
| Sharpe Ratio | NA | 0.58 | -0.31 | -0.36 | NA | NA | NA | … | … | 0.74 | -2.16 | 1.31 | 0.97 | -1.39 | -0.12 | 0.02 |
| Standard Deviation(%) | NA | 4.51 | 4.74 | 4.85 | NA | NA | NA | … | … | 4.34 | 5.41 | 3.95 | 5.45 | 4.10 | 4.27 | 4.12 |
| Draw Down(%) | NA | 5.76 | 13.35 | 13.35 | NA | NA | NA | … | … | 5.76 | 13.35 | 2.45 | 6.42 | 7.34 | 8.48 | 3.60 |
| Yield(%) | 0.00 | 3.43 | 3.09 | 3.08 | 1.88 | 1.25 | 0.94 | … | … | 2.65 | 3.68 | 2.56 | 3.26 | 2.51 | 4.62 | 1.36 |
Data as of 11/13/2019, Common starting date is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LETOX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO OPEN SHARES) |
-1.06%
Oct 2016 – Oct 2019 |
-1.39%
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 |
|---|---|---|---|---|
| LETOX (LAZARD EXPLORER TOTAL RETURN PORTFOLIO OPEN SHARES) |
2.43%
Jan 2015 – Jan 2018 |
0.13%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart