Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZCOX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO OPEN SHARES) | -3.75% | -2.07% | 5.56% | 3.58% | 3.13% | 7.06% | 5.88% | 5.97% |
Data as of 07/17/2025, AR inception is 02/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZCOX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO OPEN SHARES) | 02/17/1998 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | -2.07 | 5.56 | 3.58 | 3.13 | 7.06 | 5.88 | 5.97 | -3.75 | -5.89 | 0.55 | -19.02 | 2.35 | 5.49 | 29.53 | -13.74 | 11.42 | 15.93 | -2.52 | 11.16 | 35.59 | 14.96 | -10.30 | 23.36 | 54.96 | -34.73 | -6.65 | 17.09 | 4.03 | 14.99 | 38.56 | -17.82 | 17.68 | 15.60 | 1.47 | -16.81 |
| Sharpe Ratio | NA | -0.08 | 0.09 | 0.10 | 0.08 | NA | NA | 0.20 | -0.36 | -0.57 | -0.21 | -0.79 | 0.10 | 0.13 | 2.08 | -0.92 | 1.05 | 0.97 | -0.17 | 0.83 | 2.61 | 0.98 | -0.34 | 1.09 | 1.66 | -0.87 | -0.51 | 0.91 | 0.13 | 0.93 | 2.45 | -0.82 | 0.78 | 0.61 | -0.15 | -1.15 |
| Standard Deviation(%) | NA | 26.13 | 21.60 | 22.32 | 22.31 | NA | NA | 21.65 | 30.01 | 21.97 | 18.22 | 25.98 | 23.12 | 41.25 | 13.55 | 16.40 | 10.30 | 16.18 | 15.22 | 13.50 | 13.62 | 15.33 | 30.71 | 21.26 | 33.11 | 40.88 | 19.08 | 15.24 | 14.07 | 15.10 | 15.48 | 22.97 | 19.95 | 18.82 | 11.77 | 19.38 |
| Draw Down(%) | NA | 28.30 | 28.30 | 38.58 | 43.68 | NA | NA | 58.34 | 27.62 | 17.70 | 17.80 | 27.00 | 18.43 | 43.68 | 6.99 | 25.75 | 6.66 | 14.47 | 15.20 | 10.07 | 5.61 | 11.94 | 32.70 | 15.78 | 28.09 | 46.54 | 16.87 | 14.79 | 10.19 | 11.47 | 12.84 | 35.08 | 18.23 | 10.16 | 16.89 | 39.89 |
| Yield(%) | 0.00 | 15.21 | 8.59 | 5.25 | 5.54 | 8.81 | 6.55 | 6.10 | 0.00 | 16.65 | 9.11 | 0.00 | 0.01 | 0.14 | 4.11 | 13.29 | 11.04 | 3.27 | 6.56 | 24.12 | 15.36 | 2.84 | 8.90 | 0.00 | 0.00 | 0.00 | 13.93 | 22.92 | 22.72 | 18.00 | 0.00 | 2.91 | 19.80 | 5.98 | 6.09 | 0.49 |
Data as of 07/17/2025, AR inception is 02/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZCOX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO OPEN SHARES) |
-17.88%
Feb 2006 - Feb 2009 |
-7.46%
Feb 2004 - Feb 2009 |
2.01%
Feb 1999 - Feb 2009 |
4.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZCOX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO OPEN SHARES) |
31.26%
Feb 2009 - Feb 2012 |
27.03%
Feb 2009 - Feb 2014 |
16.04%
Feb 2009 - Feb 2019 |
11.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart