Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZFOX (Lazard Equity Franchise Portfolio Open Shares) | 16.09% | 17.67% | 10.69% | 14.51% | NA | NA | NA | 9.31% |
Data as of 06/30/2025, AR inception is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZFOX (Lazard Equity Franchise Portfolio Open Shares) | 10/06/2017 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | 17.67 | 10.69 | 14.51 | NA | NA | NA | 9.31 | 16.09 | -3.25 | 18.53 | -5.51 | 22.48 | 1.15 | 21.43 | -5.61 | 4.40 |
| Sharpe Ratio | NA | 0.98 | 0.41 | 0.81 | NA | NA | NA | 0.34 | 2.04 | -0.55 | 1.19 | -0.32 | 1.79 | 0.02 | 1.41 | -0.50 | 2.84 |
| Standard Deviation(%) | NA | 14.37 | 15.22 | 15.97 | NA | NA | NA | 19.32 | 15.74 | 12.55 | 12.62 | 22.07 | 12.54 | 37.23 | 14.14 | 14.14 | 6.94 |
| Draw Down(%) | NA | 13.21 | 17.86 | 21.78 | NA | NA | NA | 41.70 | 9.07 | 11.39 | 13.83 | 21.78 | 7.06 | 41.70 | 8.73 | 15.14 | 1.29 |
| Yield(%) | 0.00 | 12.94 | 10.64 | 12.28 | 6.51 | 4.34 | 3.25 | 9.30 | 0.00 | 12.36 | 9.15 | 10.44 | 16.34 | 0.87 | 6.32 | 9.21 | 0.39 |
Data as of 06/30/2025, AR inception 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) |
2.71%
Dec 2021 - Dec 2024 |
6.05%
Dec 2017 - Dec 2022 |
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