Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 25.38% | 23.63% | 14.08% | 6.50% | 3.95% | 5.90% | 5.26% | 5.44% |
Data as of 07/25/2025, AR inception is 12/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 12/27/1991 | 07/25/2025 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.92 | 23.63 | 14.08 | 6.50 | 3.95 | 5.90 | 5.26 | 5.44 | 25.38 | -2.14 | 15.24 | -18.40 | -5.31 | 8.75 | 21.20 | -13.71 | 22.82 | -4.18 | 1.59 | -4.28 | 20.84 | 22.71 | -7.01 | 8.05 | 25.19 | -37.76 | 10.98 | 22.96 | 14.09 | 13.98 | 29.41 | -10.44 | -24.86 | -10.59 | 24.10 | 16.09 | 12.04 | 15.08 | 12.12 | -8.85 | 30.44 | -6.62 | 1.37 |
| Sharpe Ratio | NA | 0.95 | 0.72 | 0.25 | 0.12 | NA | NA | 0.20 | 2.49 | -0.64 | 0.91 | -0.91 | -0.33 | 0.29 | 1.95 | -1.21 | 2.96 | -0.26 | 0.10 | -0.38 | 1.64 | 1.38 | -0.26 | 0.38 | 0.92 | -0.98 | 0.49 | 1.42 | 1.11 | 1.04 | 2.04 | -0.56 | -1.54 | -1.07 | 1.63 | 0.64 | 0.61 | 1.61 | 0.90 | -0.85 | 3.34 | -0.89 | 198.85 |
| Standard Deviation(%) | NA | 15.09 | 14.96 | 16.07 | 16.59 | NA | NA | 17.25 | 16.52 | 13.63 | 12.19 | 21.90 | 16.00 | 29.19 | 10.13 | 12.46 | 7.52 | 16.98 | 15.25 | 11.22 | 12.70 | 16.54 | 26.79 | 21.07 | 27.23 | 39.15 | 16.26 | 13.97 | 10.77 | 12.55 | 14.10 | 20.76 | 17.85 | 13.72 | 12.84 | 19.83 | 13.82 | 7.15 | 9.23 | 13.93 | 8.46 | 10.07 | 2.27 |
| Draw Down(%) | NA | 13.71 | 19.44 | 40.41 | 40.41 | NA | NA | 55.35 | 13.71 | 15.71 | 11.29 | 31.11 | 15.68 | 34.57 | 7.71 | 21.58 | 2.59 | 11.94 | 14.18 | 13.19 | 9.56 | 15.13 | 21.68 | 17.59 | 27.69 | 49.57 | 10.79 | 14.51 | 7.20 | 10.38 | 14.49 | 23.29 | 33.56 | 15.94 | 9.31 | 27.82 | 10.49 | 5.12 | 6.06 | 19.57 | 3.60 | 16.42 | 0.00 |
| Yield(%) | 0.00 | 7.48 | 4.43 | 3.78 | 2.98 | 3.61 | 3.65 | 4.90 | 0.00 | 8.09 | 3.05 | 1.46 | 5.35 | 1.10 | 2.47 | 6.29 | 1.71 | 1.02 | 0.72 | 0.91 | 0.06 | 4.04 | 2.45 | 2.66 | 0.05 | 2.34 | 3.28 | 5.90 | 5.30 | 0.42 | 1.72 | 0.47 | 0.85 | 11.36 | 9.75 | 6.80 | 9.43 | 5.95 | 0.83 | 0.00 | 0.45 | 1.34 | 0.19 |
Data as of 07/25/2025, AR inception is 12/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
-16.60%
Mar 2000 - Mar 2003 |
-6.77%
Mar 1998 - Mar 2003 |
-1.24%
Feb 1999 - Feb 2009 |
0.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
25.37%
Mar 2003 - Mar 2006 |
19.27%
Sep 2002 - Sep 2007 |
9.62%
Feb 2009 - Feb 2019 |
8.80%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart