Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZSCX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) | -11.37% | -17.83% | -5.87% | 0.00% | 0.55% | 4.81% | 5.03% | 7.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZSCX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 12/27/1991 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/27/1991.
AR inception is since 12/27/1991.
| 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 (%) | -1.67 | -17.83 | -5.87 | 0.00 | 0.55 | 4.81 | 5.03 | 7.32 | -11.37 | -3.70 | 1.72 | -18.43 | 4.03 | 5.87 | 30.02 | -13.50 | 11.94 | 16.20 | -2.18 | 11.53 | 35.92 | 15.44 | -10.03 | 23.68 | 55.47 | -34.46 | -6.42 | 17.43 | 4.41 | 15.07 | 38.92 | -17.97 | 18.06 | 15.89 | 1.77 | -12.61 | 28.06 | 23.69 | 12.23 | -5.68 | 17.72 | 24.75 | 3.19 |
| Sharpe Ratio | NA | -0.88 | -0.44 | -0.12 | -0.05 | NA | NA | 0.27 | -0.95 | -0.48 | -0.14 | -0.77 | 0.18 | 0.14 | 2.11 | -0.91 | 1.12 | 0.99 | -0.15 | 0.86 | 2.63 | 1.01 | -0.33 | 1.11 | 1.68 | -0.86 | -0.50 | 0.94 | 0.16 | 0.94 | 2.47 | -0.83 | 0.80 | 0.62 | -0.12 | -0.85 | 2.12 | 2.16 | 0.76 | -0.72 | 1.27 | 2.00 | 9,388.62 |
| Standard Deviation(%) | NA | 27.48 | 23.21 | 23.35 | 22.44 | NA | NA | 20.22 | 33.55 | 21.25 | 18.01 | 25.94 | 22.32 | 41.35 | 13.55 | 16.42 | 10.18 | 16.23 | 15.18 | 13.46 | 13.63 | 15.31 | 30.67 | 21.17 | 32.95 | 40.96 | 18.97 | 15.18 | 14.10 | 15.09 | 15.47 | 22.96 | 19.95 | 18.96 | 11.73 | 18.70 | 11.52 | 9.25 | 10.97 | 12.06 | 12.25 | 11.09 | 0.55 |
| Draw Down(%) | NA | 35.29 | 35.29 | 48.03 | 48.03 | NA | NA | 58.08 | 27.53 | 16.46 | 17.42 | 26.57 | 17.32 | 43.64 | 7.00 | 25.72 | 6.53 | 14.46 | 15.15 | 10.03 | 5.58 | 11.85 | 32.61 | 15.75 | 28.01 | 46.37 | 16.71 | 14.73 | 10.15 | 11.57 | 12.84 | 35.11 | 18.18 | 10.12 | 16.78 | 39.77 | 8.66 | 12.64 | 11.65 | 12.28 | 8.03 | 11.77 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.10 | 3.52 | 6.64 | 6.26 | 11.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.13 | 4.07 | 12.70 | 10.74 | 3.39 | 6.25 | 23.34 | 14.93 | 2.94 | 8.71 | 0.37 | 0.00 | 0.00 | 14.07 | 22.83 | 22.76 | 18.02 | 0.00 | 2.91 | 20.17 | 6.45 | 6.27 | 0.55 | 18.70 | 7.90 | 1.09 | 0.28 | 0.16 | 0.18 | 0.33 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZSCX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
-17.61%
Feb 2006 - Feb 2009 |
-7.21%
Feb 2004 - Feb 2009 |
0.52%
Apr 2015 - Apr 2025 |
3.29%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZSCX (LAZARD US SMALL-MID CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
31.67%
Feb 2009 - Feb 2012 |
27.44%
Feb 2009 - Feb 2014 |
16.42%
Feb 2009 - Feb 2019 |
11.14%
Jun 1992 - Jun 2007 |
Annualized Rolling Returns Comparison Chart