Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEVIX (LAZARD US EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) | 14.34% | 43.04% | 14.54% | 7.52% | 10.65% | 11.13% | 8.82% | … | … |
Data as of 05/08/2026, Common starting date is 10/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEVIX (LAZARD US EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) | 10/05/2005 | 05/08/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.04 | 14.54 | 7.52 | 10.65 | 11.13 | 8.82 | … | … | 14.34 | 8.78 | 12.37 | 17.11 | -19.92 | 26.15 | 8.98 | 31.73 | -6.20 | 15.50 | 7.38 | 7.00 | 18.89 | 29.58 | 16.83 | -1.47 | 12.00 | 24.82 | -36.18 | 1.65 | 25.58 | 2.67 |
| Sharpe Ratio | NA | 1.88 | 0.53 | 0.24 | 0.46 | NA | NA | … | … | 1.89 | 0.21 | 0.55 | 1.01 | -0.91 | 2.01 | 0.25 | 2.38 | -0.47 | 2.11 | 0.58 | 0.50 | 1.75 | 2.89 | 1.46 | -0.06 | 0.65 | 0.85 | -0.85 | -0.09 | 1.93 | 0.87 |
| Standard Deviation(%) | NA | 21.48 | 21.07 | 20.40 | 19.91 | NA | NA | … | … | 23.06 | 28.54 | 15.79 | 13.44 | 23.63 | 13.02 | 35.32 | 12.74 | 16.31 | 7.07 | 12.42 | 13.99 | 10.78 | 10.22 | 11.60 | 25.11 | 18.34 | 29.20 | 43.54 | 16.30 | 11.52 | 10.27 |
| Draw Down(%) | NA | 16.14 | 32.64 | 32.64 | 35.92 | NA | NA | … | … | 16.14 | 32.64 | 8.71 | 14.86 | 25.60 | 5.47 | 35.92 | 5.71 | 18.53 | 3.89 | 9.47 | 10.06 | 5.54 | 4.84 | 10.79 | 22.91 | 16.72 | 31.02 | 48.44 | 12.37 | 8.55 | 2.54 |
| Yield(%) | 0.00 | 0.00 | 29.25 | 17.47 | 15.72 | 16.45 | 12.41 | … | … | 0.00 | 0.00 | 66.21 | 57.50 | 4.76 | 16.79 | 1.75 | 1.08 | 9.66 | 7.33 | 5.09 | 3.82 | 12.15 | 11.60 | 1.03 | 1.74 | 1.07 | 1.64 | 1.55 | 5.94 | 7.84 | 0.00 |
Data as of 05/08/2026, Common starting date is 10/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVIX (LAZARD US EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) |
-14.78%
Feb 2006 – Feb 2009 |
-3.42%
May 2007 – May 2012 |
6.26%
May 2007 – May 2017 |
6.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVIX (LAZARD US EQUITY CONCENTRATED PORTFOLIO INSTITUTIONAL SHARES) |
23.90%
Feb 2009 – Feb 2012 |
22.00%
Feb 2009 – Feb 2014 |
15.98%
Feb 2009 – Feb 2019 |
13.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart