Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZOEX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO OPEN SHARES) | 10.56% | 8.69% | 9.82% | 11.43% | 3.46% | 3.43% | 6.46% | 6.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZOEX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO OPEN SHARES) | 12/16/1997 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 12/16/1997.
AR inception is since 12/16/1997.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 8.69 | 9.82 | 11.43 | 3.46 | 3.43 | 6.46 | 6.58 | 10.56 | 4.50 | 22.07 | -15.09 | 5.12 | -0.31 | 17.74 | -18.33 | 27.73 | 20.16 | -20.34 | -4.35 | -1.11 | 22.00 | -18.10 | 22.43 | 69.15 | -48.25 | 32.77 | 30.05 | 41.31 | 30.19 | 54.57 | -0.65 | -3.98 | -29.80 | 55.27 | -23.30 | -4.47 |
| Sharpe Ratio | NA | 0.26 | 0.38 | 0.58 | 0.10 | NA | NA | 0.25 | 1.79 | -0.15 | 1.54 | -0.93 | 0.38 | -0.02 | 1.27 | -1.20 | 2.69 | 1.07 | -1.19 | -0.31 | -0.08 | 1.54 | -0.77 | 1.13 | 2.35 | -1.12 | 1.47 | 1.60 | 3.21 | 1.94 | 4.57 | -0.12 | -0.33 | -1.46 | 2.72 | -1.01 | -2.03 |
| Standard Deviation(%) | NA | 15.60 | 14.52 | 15.10 | 17.16 | NA | NA | 19.89 | 18.08 | 13.66 | 11.70 | 17.83 | 13.26 | 30.15 | 12.87 | 16.48 | 10.13 | 18.70 | 17.05 | 13.93 | 13.98 | 14.37 | 23.42 | 19.70 | 29.33 | 43.90 | 20.40 | 16.82 | 12.21 | 15.09 | 11.79 | 14.54 | 19.44 | 23.14 | 19.12 | 26.33 | 35.43 |
| Draw Down(%) | NA | 16.64 | 19.92 | 30.84 | 44.40 | NA | NA | 60.23 | 12.23 | 13.03 | 7.33 | 29.30 | 12.03 | 37.51 | 11.37 | 27.07 | 4.36 | 11.00 | 26.74 | 20.59 | 16.10 | 16.68 | 25.32 | 15.96 | 24.24 | 59.53 | 16.41 | 23.27 | 9.45 | 17.75 | 12.57 | 25.36 | 31.81 | 36.94 | 15.03 | 44.62 | 8.83 |
| Yield(%) | 0.00 | 0.00 | 2.81 | 3.75 | 2.21 | 2.67 | 5.93 | 6.84 | 0.00 | 0.00 | 4.01 | 4.39 | 4.49 | 1.75 | 2.44 | 1.42 | 2.09 | 1.46 | 1.39 | 3.58 | 3.24 | 5.32 | 4.38 | 0.99 | 3.61 | 7.40 | 16.32 | 13.36 | 12.86 | 0.90 | 1.89 | 0.86 | 0.00 | 0.00 | 1.09 | 0.90 | 0.68 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZOEX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO OPEN SHARES) |
-14.80%
Mar 2000 - Mar 2003 |
-7.77%
Mar 1998 - Mar 2003 |
-1.09%
Mar 2010 - Mar 2020 |
-0.57%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZOEX (LAZARD EMERGING MARKETS EQUITY PORTFOLIO OPEN SHARES) |
51.32%
Mar 2003 - Mar 2006 |
40.36%
Oct 2002 - Oct 2007 |
19.04%
Mar 2003 - Mar 2013 |
13.66%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart