Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZFOX (Lazard Equity Franchise Portfolio Open Shares) | -5.56% | -13.58% | 0.92% | 1.57% | 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 |
|---|---|---|
| LZFOX (Lazard Equity Franchise Portfolio Open 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 (%) | -0.59 | -13.58 | 0.92 | 1.57 | NA | NA | NA | … | … | -5.56 | -13.57 | -3.25 | 18.53 | -5.51 | 22.48 | 1.15 | 21.43 | -5.61 | 4.40 |
| Sharpe Ratio | NA | -1.07 | -0.12 | -0.04 | NA | NA | NA | … | … | -0.87 | -0.81 | -0.55 | 1.19 | -0.32 | 1.79 | 0.02 | 1.41 | -0.50 | 2.84 |
| Standard Deviation(%) | NA | 14.82 | 13.85 | 15.62 | NA | NA | NA | … | … | 15.80 | 20.63 | 12.55 | 12.62 | 22.07 | 12.54 | 37.23 | 14.14 | 14.14 | 6.94 |
| Draw Down(%) | NA | 21.65 | 21.65 | 21.78 | NA | NA | NA | … | … | 11.95 | 27.26 | 11.39 | 13.83 | 21.78 | 7.06 | 41.70 | 8.73 | 15.14 | 1.29 |
| Yield(%) | 0.00 | 15.70 | 11.91 | 10.34 | 7.99 | 5.33 | 4.00 | … | … | 0.00 | 17.92 | 12.36 | 9.15 | 10.44 | 16.34 | 0.87 | 6.32 | 9.21 | 0.39 |
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 |
|---|---|---|---|---|
| LZFOX (Lazard Equity Franchise Portfolio Open Shares) |
0.34%
Mar 2023 – Mar 2026 |
1.90%
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 |
|---|---|---|---|---|
| LZFOX (Lazard Equity Franchise Portfolio Open Shares) |
23.70%
Mar 2020 – Mar 2023 |
16.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart