Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZISX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 27.76% | 41.88% | 20.18% | -0.56% | 4.34% | 5.41% | 3.90% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZISX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 12/27/1993 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 41.88 | 20.18 | -0.56 | 4.34 | 5.41 | 3.90 | … | … | 27.76 | 35.89 | -3.68 | 11.59 | -29.54 | -15.41 | 13.45 | 26.03 | -24.90 | 36.67 | -4.74 | 9.69 | -2.65 | 30.08 | 22.29 | -14.01 | 23.56 | 39.17 | -49.87 | -3.94 | 26.46 | 14.67 | 32.39 | 42.21 | -3.08 | -6.78 | -3.56 | 26.08 | 7.54 | 0.26 | 15.65 | 1.25 | -4.51 | 1.70 |
| Sharpe Ratio | NA | 2.18 | 1.07 | -0.13 | 0.15 | NA | NA | … | … | 3.40 | 2.02 | -0.75 | 0.56 | -1.28 | -0.52 | 0.47 | 2.34 | -1.81 | 5.02 | -0.30 | 0.73 | -0.25 | 2.69 | 1.56 | -0.56 | 1.26 | 1.65 | -1.43 | -0.39 | 1.57 | 1.22 | 2.55 | 4.33 | -0.37 | -0.64 | -0.58 | 2.29 | 0.30 | -0.26 | 1.96 | -0.36 | -0.80 | 20.40 |
| Standard Deviation(%) | NA | 19.11 | 16.31 | 21.29 | 19.21 | NA | NA | … | … | 23.33 | 16.69 | 13.74 | 13.29 | 24.27 | 29.80 | 28.10 | 10.51 | 14.56 | 7.21 | 16.33 | 13.32 | 10.81 | 11.15 | 14.34 | 25.00 | 18.66 | 23.71 | 35.47 | 18.06 | 14.88 | 10.28 | 12.34 | 9.60 | 11.29 | 14.45 | 13.19 | 9.97 | 13.95 | 12.44 | 6.14 | 7.28 | 9.36 | 9.19 |
| Draw Down(%) | NA | 12.10 | 15.96 | 58.24 | 58.24 | NA | NA | … | … | 12.10 | 12.62 | 12.58 | 16.06 | 40.33 | 31.35 | 37.99 | 7.51 | 32.12 | 2.65 | 12.94 | 12.08 | 13.89 | 8.35 | 11.96 | 23.80 | 16.58 | 22.75 | 57.45 | 16.56 | 17.79 | 8.60 | 8.05 | 11.60 | 21.95 | 23.45 | 14.57 | 5.44 | 28.58 | 10.44 | 4.17 | 7.32 | 17.27 | 0.00 |
| Yield(%) | 0.00 | 2.08 | 2.12 | 1.48 | 2.24 | 2.55 | 3.71 | … | … | 0.00 | 2.55 | 1.81 | 2.27 | 0.48 | 4.16 | 2.29 | 3.04 | 3.31 | 0.00 | 2.78 | 0.76 | 2.40 | 0.35 | 3.28 | 1.74 | 1.67 | 0.00 | 6.18 | 35.65 | 20.99 | 25.23 | 7.52 | 2.45 | 1.29 | 1.08 | 7.25 | 2.02 | 10.02 | 2.30 | 2.09 | 0.00 | 0.00 | 0.02 |
Data as of 06/04/2026, Common starting date is 12/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZISX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
-21.68%
Feb 2006 – Feb 2009 |
-9.91%
Sep 2017 – Sep 2022 |
-1.42%
Oct 2013 – Oct 2023 |
-1.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZISX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
37.18%
Mar 2003 – Mar 2006 |
24.60%
Oct 2002 – Oct 2007 |
13.34%
Apr 1997 – Apr 2007 |
10.82%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart