Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRIIX (LAZARD US REALTY INCOME PORTFOLIO INSTITUTIONAL SHARES) | NA | 3.90% | 3.03% | 3.87% | NA | NA | NA | … | … |
Data as of 09/21/2018, Common starting date is 09/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRIIX (LAZARD US REALTY INCOME PORTFOLIO INSTITUTIONAL SHARES) | 09/28/2011 | 09/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.90 | 3.03 | 3.87 | NA | NA | NA | … | … | 0.94 | 3.20 | 6.89 | -9.49 | 21.55 | 2.37 | 23.34 | -22.58 |
| Sharpe Ratio | NA | 0.33 | 0.21 | 0.31 | NA | NA | NA | … | … | 0.01 | 0.34 | 0.42 | -0.71 | 2.57 | 0.21 | 3.19 | -0.89 |
| Standard Deviation(%) | NA | 8.39 | 11.90 | 11.31 | NA | NA | NA | … | … | 9.10 | 7.59 | 15.75 | 13.47 | 8.37 | 11.35 | 7.36 | 70.46 |
| Draw Down(%) | NA | 10.44 | 17.66 | 26.43 | NA | NA | NA | … | … | 10.10 | 5.41 | 14.27 | 17.85 | 5.66 | 16.66 | 4.07 | 28.75 |
| Yield(%) | 0.00 | 4.04 | 3.84 | 6.66 | 3.95 | 2.63 | 1.98 | … | … | 2.07 | 3.51 | 3.27 | 6.21 | 8.17 | 15.30 | 8.08 | 1.49 |
Data as of 09/21/2018, Common starting date is 09/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRIIX (LAZARD US REALTY INCOME PORTFOLIO INSTITUTIONAL SHARES) |
-4.01%
Feb 2015 – Feb 2018 |
0.08%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRIIX (LAZARD US REALTY INCOME PORTFOLIO INSTITUTIONAL SHARES) |
16.07%
Nov 2011 – Nov 2014 |
8.23%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart