Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZFIX (Lazard Equity Franchise Portfolio Institutional Shares) | -5.56% | -13.43% | 1.18% | 1.82% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZFIX (Lazard Equity Franchise Portfolio Institutional Shares) | 10/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | -13.43 | 1.18 | 1.82 | NA | NA | NA | … | … | -5.56 | -13.57 | -3.10 | 18.83 | -5.27 | 22.89 | 1.41 | 21.73 | -5.38 | 4.35 |
| Sharpe Ratio | NA | -1.04 | -0.10 | -0.02 | NA | NA | NA | … | … | -0.84 | -0.80 | -0.54 | 1.21 | -0.30 | 1.83 | 0.03 | 1.43 | -0.48 | 2.83 |
| Standard Deviation(%) | NA | 14.87 | 13.90 | 15.65 | NA | NA | NA | … | … | 15.90 | 20.84 | 12.53 | 12.64 | 22.10 | 12.48 | 37.16 | 14.21 | 14.05 | 6.88 |
| Draw Down(%) | NA | 21.51 | 21.51 | 21.68 | NA | NA | NA | … | … | 11.93 | 27.31 | 11.36 | 13.80 | 21.68 | 6.89 | 41.75 | 8.71 | 15.01 | 1.29 |
| Yield(%) | 0.00 | 15.89 | 12.14 | 10.53 | 8.20 | 5.46 | 4.10 | … | … | 0.00 | 18.17 | 12.61 | 9.45 | 10.67 | 16.64 | 1.11 | 6.62 | 9.45 | 0.45 |
Data as of 06/04/2026, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZFIX (Lazard Equity Franchise Portfolio Institutional Shares) |
0.66%
Mar 2023 – Mar 2026 |
2.17%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZFIX (Lazard Equity Franchise Portfolio Institutional Shares) |
24.04%
Mar 2020 – Mar 2023 |
16.82%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart