Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) | 2.43% | 2.71% | 6.35% | 5.78% | 4.18% | 3.33% | 4.72% | 4.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) | 01/29/1998 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 01/29/1998.
AR inception is since 01/29/1998.
| 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 (%) | 0.94 | 6.35 | 5.78 | 4.18 | 3.33 | 4.72 | 4.39 | 2.43 | 2.71 | 4.44 | 10.68 | -9.83 | 2.87 | 4.81 | 13.34 | -3.45 | 4.94 | 8.73 | -1.03 | 3.11 | 6.21 | 12.07 | 5.09 | 11.11 | 25.11 | -23.25 | 3.60 | 8.86 | 4.44 | 7.65 | 23.03 | -11.14 | 0.15 | -20.85 | -6.89 | -4.76 |
| Sharpe Ratio | NA | 0.01 | 0.24 | 0.33 | 0.31 | NA | NA | 0.18 | 0.87 | -0.63 | 1.20 | -1.48 | 1.25 | 0.46 | 3.90 | -1.44 | 1.66 | 1.88 | -0.26 | 0.87 | 1.77 | 3.65 | 0.97 | 2.89 | 4.74 | -2.85 | 0.16 | 1.99 | 0.68 | 2.12 | 5.53 | -1.75 | -0.36 | -5.99 | -4.72 | -2.17 |
| Standard Deviation(%) | NA | 4.03 | 5.66 | 5.06 | 5.25 | NA | NA | 4.87 | 5.18 | 3.41 | 5.39 | 7.59 | 2.28 | 9.99 | 3.06 | 3.32 | 2.61 | 4.52 | 4.10 | 3.54 | 3.49 | 3.32 | 5.23 | 3.82 | 5.28 | 8.45 | 3.70 | 2.82 | 3.31 | 3.17 | 4.04 | 7.00 | 6.09 | 4.16 | 2.14 | 3.88 |
| Draw Down(%) | NA | 3.67 | 7.96 | 14.09 | 17.80 | NA | NA | 46.83 | 3.67 | 2.19 | 4.59 | 13.94 | 2.40 | 17.80 | 1.24 | 4.65 | 2.03 | 3.23 | 5.70 | 3.70 | 4.98 | 2.67 | 7.40 | 3.74 | 6.77 | 31.08 | 5.32 | 2.25 | 3.55 | 4.05 | 3.58 | 21.19 | 13.19 | 22.41 | 9.19 | 13.98 |
| Yield(%) | 0.00 | 4.09 | 4.41 | 15.28 | 9.04 | 8.52 | 7.12 | 3.71 | 1.41 | 4.24 | 4.50 | 3.98 | 3.66 | 5.55 | 4.77 | 3.80 | 4.45 | 3.65 | 4.58 | 5.09 | 6.00 | 6.90 | 6.99 | 6.90 | 0.77 | 4.38 | 7.46 | 6.81 | 7.88 | 6.07 | 7.86 | 9.98 | 9.94 | 4.49 | 0.01 | 2.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) |
-13.05%
Oct 1999 - Oct 2002 |
-8.85%
Mar 1998 - Mar 2003 |
-2.85%
Nov 1998 - Nov 2008 |
1.07%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) |
14.27%
Nov 2008 - Nov 2011 |
12.62%
Nov 2008 - Nov 2013 |
7.59%
Oct 2002 - Oct 2012 |
6.63%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart