Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEVOX (LAZARD US EQUITY CONCENTRATED PORTFOLIO OPEN SHARES) | 14.26% | 42.51% | 14.17% | 7.20% | 10.34% | 10.79% | 8.50% | … | … |
Data as of 05/08/2026, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEVOX (LAZARD US EQUITY CONCENTRATED PORTFOLIO OPEN SHARES) | 10/06/2005 | 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 | 42.51 | 14.17 | 7.20 | 10.34 | 10.79 | 8.50 | … | … | 14.26 | 8.56 | 11.75 | 16.77 | -20.10 | 25.85 | 8.63 | 31.42 | -6.49 | 15.22 | 7.06 | 6.67 | 18.29 | 29.21 | 16.52 | -1.77 | 11.63 | 24.49 | -36.43 | 1.59 | 25.19 | 3.10 |
| Sharpe Ratio | NA | 1.85 | 0.51 | 0.22 | 0.44 | NA | NA | … | … | 1.87 | 0.20 | 0.51 | 0.98 | -0.92 | 1.98 | 0.24 | 2.35 | -0.48 | 2.06 | 0.55 | 0.47 | 1.68 | 2.85 | 1.44 | -0.07 | 0.63 | 0.83 | -0.86 | -0.10 | 1.90 | 1.09 |
| Standard Deviation(%) | NA | 21.46 | 21.15 | 20.45 | 19.93 | NA | NA | … | … | 23.14 | 28.67 | 15.83 | 13.47 | 23.60 | 13.04 | 35.26 | 12.75 | 16.36 | 7.10 | 12.41 | 13.98 | 10.85 | 10.22 | 11.55 | 25.15 | 18.32 | 29.35 | 43.43 | 16.27 | 11.54 | 10.17 |
| Draw Down(%) | NA | 16.22 | 32.74 | 32.74 | 35.94 | NA | NA | … | … | 16.22 | 32.74 | 8.77 | 14.91 | 25.77 | 5.53 | 35.94 | 5.80 | 18.54 | 3.99 | 9.48 | 10.02 | 5.51 | 4.90 | 10.74 | 23.01 | 16.74 | 31.09 | 48.63 | 12.35 | 8.56 | 2.54 |
| Yield(%) | 0.00 | 0.00 | 28.87 | 17.20 | 15.37 | 15.99 | 12.06 | … | … | 0.00 | 0.00 | 64.73 | 56.64 | 4.51 | 16.34 | 1.47 | 0.70 | 9.35 | 6.97 | 4.79 | 3.52 | 11.61 | 11.04 | 0.69 | 1.43 | 0.77 | 1.31 | 1.28 | 5.61 | 7.20 | 0.00 |
Data as of 05/08/2026, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVOX (LAZARD US EQUITY CONCENTRATED PORTFOLIO OPEN SHARES) |
-15.01%
Feb 2006 – Feb 2009 |
-3.70%
May 2007 – May 2012 |
5.93%
May 2007 – May 2017 |
6.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVOX (LAZARD US EQUITY CONCENTRATED PORTFOLIO OPEN SHARES) |
23.56%
Feb 2009 – Feb 2012 |
21.61%
Feb 2009 – Feb 2014 |
15.61%
Feb 2009 – Feb 2019 |
13.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart