Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSTIX (Lazard Global Strategic Equity Portfolio Institutional Shares) | NA | 13.56% | 2.11% | 9.22% | NA | NA | NA | 7.86% |
Data as of 05/14/2024, AR inception is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSTIX (Lazard Global Strategic Equity Portfolio Institutional Shares) | 09/02/2014 | 05/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.56 | 2.11 | 9.22 | NA | NA | NA | 7.86 | 3.60 | 15.77 | -19.01 | 16.19 | 21.49 | 29.23 | -9.18 | 25.78 | -0.15 | -1.85 | -0.36 |
| Sharpe Ratio | NA | 0.85 | -0.01 | 0.39 | NA | NA | NA | 0.37 | 0.49 | 0.92 | -0.89 | 1.24 | 0.70 | 2.35 | -0.65 | 3.52 | -0.02 | -0.13 | -0.09 |
| Standard Deviation(%) | NA | 12.41 | 16.71 | 19.63 | NA | NA | NA | 16.91 | 12.98 | 12.62 | 23.01 | 13.01 | 30.39 | 11.84 | 16.13 | 7.18 | 14.72 | 14.35 | 12.57 |
| Draw Down(%) | NA | 12.07 | 29.55 | 32.56 | NA | NA | NA | 32.56 | 6.38 | 12.07 | 29.03 | 7.87 | 32.56 | 5.48 | 19.20 | 2.52 | 10.55 | 12.19 | 8.07 |
| Yield(%) | 0.00 | 0.64 | 1.83 | 11.69 | 11.37 | 7.58 | 5.69 | 12.63 | 0.17 | 0.48 | 0.42 | 4.78 | 15.78 | 3.56 | 21.62 | 99.48 | 0.68 | 0.86 | 0.24 |
Data as of 05/14/2024, AR inception is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSTIX (Lazard Global Strategic Equity Portfolio Institutional Shares) |
1.74%
Apr 2021 - Apr 2024 |
2.95%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSTIX (Lazard Global Strategic Equity Portfolio Institutional Shares) |
22.19%
Dec 2018 - Dec 2021 |
15.82%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart