Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LISOX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO OPEN SHARES) | 11.94% | 21.34% | 13.86% | 5.05% | 7.20% | 6.58% | 5.58% | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LISOX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO OPEN SHARES) | 02/03/2006 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 21.34 | 13.86 | 5.05 | 7.20 | 6.58 | 5.58 | … | … | 11.94 | 25.45 | -1.66 | 16.68 | -17.05 | 5.74 | 10.34 | 21.21 | -10.68 | 27.45 | -5.37 | -1.88 | -1.76 | 24.67 | 24.73 | -10.08 | 14.09 | 27.38 | -40.19 | 12.44 | 17.64 |
| Sharpe Ratio | NA | 1.25 | 0.74 | 0.16 | 0.34 | NA | NA | … | … | 1.46 | 1.57 | -0.41 | 1.06 | -0.85 | 0.46 | 0.33 | 1.90 | -0.94 | 3.69 | -0.34 | -0.13 | -0.16 | 1.96 | 1.56 | -0.38 | 0.61 | 1.01 | -1.13 | 0.56 | 1.15 |
| Standard Deviation(%) | NA | 15.05 | 14.38 | 15.85 | 16.55 | NA | NA | … | … | 19.89 | 14.44 | 12.81 | 12.40 | 21.92 | 12.52 | 30.33 | 10.37 | 12.90 | 7.30 | 16.51 | 14.84 | 10.77 | 12.59 | 15.94 | 26.80 | 22.82 | 26.95 | 36.37 | 16.71 | 14.07 |
| Draw Down(%) | NA | 12.32 | 14.77 | 32.72 | 36.07 | NA | NA | … | … | 12.32 | 13.30 | 10.14 | 12.54 | 28.53 | 10.31 | 36.07 | 7.79 | 19.60 | 2.20 | 11.53 | 16.32 | 11.76 | 9.48 | 13.68 | 24.00 | 18.84 | 26.47 | 50.75 | 12.22 | 15.89 |
| Yield(%) | 0.00 | 23.68 | 12.82 | 7.72 | 6.65 | 5.91 | 5.14 | … | … | 0.00 | 27.41 | 11.52 | 1.37 | 0.92 | 8.27 | 0.82 | 1.91 | 7.05 | 1.30 | 1.26 | 0.86 | 3.49 | 1.16 | 0.87 | 0.67 | 0.79 | 1.79 | 1.58 | 10.12 | 7.53 |
Data as of 06/04/2026, Common starting date is 02/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISOX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO OPEN SHARES) |
-13.86%
Mar 2006 – Mar 2009 |
-4.06%
May 2007 – May 2012 |
2.23%
Dec 2006 – Dec 2016 |
1.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISOX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO OPEN SHARES) |
21.83%
Feb 2009 – Feb 2012 |
20.59%
Feb 2009 – Feb 2014 |
11.16%
Feb 2009 – Feb 2019 |
9.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart