Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZHOX (Lazard US Corporate Income Portfolio Open Shares) | 5.17% | 8.64% | 7.39% | 3.72% | 3.13% | 4.40% | 2.62% | 0.56% |
Data as of 07/01/2025, AR inception is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZHOX (Lazard US Corporate Income Portfolio Open Shares) | 03/30/1998 | 07/01/2025 |
| 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 (%) | 0.43 | 8.64 | 7.39 | 3.72 | 3.13 | 4.40 | 2.62 | 0.56 | 5.17 | 4.22 | 10.37 | -10.06 | 2.56 | 4.71 | 12.73 | -3.74 | 3.23 | 7.69 | -1.66 | 2.85 | 5.63 | 11.94 | 4.85 | 7.26 | 24.47 | -26.50 | -3.72 | 1.51 | -3.47 | 1.11 | 14.59 | -20.50 | -7.69 | -15.53 | 2.70 | -3.63 |
| Sharpe Ratio | NA | 1.27 | 0.72 | 0.34 | 0.33 | NA | NA | -0.19 | 1.61 | 0.18 | 1.28 | -1.52 | 1.14 | 0.45 | 3.87 | -1.72 | 1.09 | 1.66 | -0.42 | 0.82 | 1.62 | 3.58 | 0.91 | 2.01 | 4.58 | -3.31 | -2.50 | -1.04 | -2.50 | 0.05 | 4.27 | -3.52 | -1.89 | -4.04 | -0.20 | -1.68 |
| Standard Deviation(%) | NA | 3.88 | 5.16 | 4.87 | 5.18 | NA | NA | 4.72 | 4.69 | 3.35 | 5.31 | 7.57 | 2.22 | 9.90 | 2.91 | 2.99 | 2.38 | 4.51 | 4.07 | 3.45 | 3.46 | 3.34 | 5.29 | 3.57 | 5.32 | 8.28 | 2.76 | 1.84 | 2.29 | 2.47 | 3.24 | 6.15 | 5.45 | 4.89 | 3.40 | 4.82 |
| Draw Down(%) | NA | 3.72 | 8.02 | 14.34 | 17.95 | NA | NA | 55.68 | 3.72 | 2.23 | 4.57 | 14.13 | 2.42 | 17.95 | 1.03 | 5.12 | 1.82 | 3.22 | 6.15 | 3.74 | 4.97 | 2.88 | 7.59 | 4.13 | 6.98 | 32.24 | 5.86 | 2.63 | 5.29 | 5.79 | 4.37 | 26.74 | 18.85 | 17.70 | 5.43 | 11.53 |
| Yield(%) | 0.00 | 4.46 | 4.42 | 14.57 | 8.74 | 8.15 | 5.37 | 2.97 | 2.26 | 4.03 | 4.25 | 3.74 | 3.41 | 5.24 | 4.47 | 3.25 | 3.81 | 2.67 | 3.91 | 4.82 | 5.65 | 6.60 | 6.76 | 3.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.07 | 10.74 | 9.44 | 6.96 |
Data as of 07/01/2025, AR inception is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZHOX (Lazard US Corporate Income Portfolio Open Shares) |
-15.69%
Oct 1999 - Oct 2002 |
-8.25%
Jul 1998 - Jul 2003 |
-6.90%
Nov 1998 - Nov 2008 |
-1.77%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZHOX (Lazard US Corporate Income Portfolio Open Shares) |
12.75%
Nov 2008 - Nov 2011 |
11.62%
Nov 2008 - Nov 2013 |
6.66%
Nov 2008 - Nov 2018 |
5.36%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart