Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZSIX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) | 18.22% | 14.29% | 10.61% | 6.48% | 4.37% | 5.49% | 4.03% | 4.21% |
Data as of 07/24/2025, AR inception is 07/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZSIX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) | 07/12/2001 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 14.29 | 10.61 | 6.48 | 4.37 | 5.49 | 4.03 | 4.21 | 18.22 | 0.48 | 12.08 | -15.89 | 2.68 | 8.18 | 20.32 | -14.54 | 28.30 | -0.63 | -3.66 | -4.28 | 14.93 | 21.60 | -6.96 | 8.48 | 20.86 | -38.75 | 9.25 | 21.02 | 4.27 | 14.80 | 26.61 | -15.41 | -0.54 |
| Sharpe Ratio | NA | 0.42 | 0.52 | 0.26 | 0.15 | NA | NA | 0.16 | 1.63 | -0.52 | 0.65 | -0.85 | 0.22 | 0.27 | 1.77 | -1.17 | 3.81 | -0.05 | -0.24 | -0.38 | 1.20 | 1.35 | -0.27 | 0.39 | 0.75 | -1.02 | 0.38 | 1.44 | 0.20 | 1.16 | 1.57 | -0.68 | -0.15 |
| Standard Deviation(%) | NA | 15.07 | 14.31 | 14.82 | 16.17 | NA | NA | 18.71 | 16.71 | 11.77 | 12.19 | 20.33 | 12.04 | 29.23 | 10.69 | 13.54 | 7.30 | 16.95 | 15.08 | 11.34 | 12.45 | 16.04 | 26.26 | 21.39 | 27.56 | 38.71 | 16.71 | 12.40 | 10.58 | 11.91 | 16.50 | 24.42 | 19.73 |
| Draw Down(%) | NA | 15.40 | 15.54 | 29.35 | 36.86 | NA | NA | 55.86 | 14.15 | 11.28 | 11.67 | 27.22 | 7.65 | 35.05 | 8.23 | 22.59 | 2.27 | 10.91 | 16.42 | 13.31 | 10.98 | 14.95 | 22.08 | 18.26 | 26.69 | 51.10 | 12.22 | 13.37 | 5.17 | 9.31 | 16.07 | 26.89 | 20.66 |
| Yield(%) | 0.00 | 1.65 | 1.76 | 1.91 | 1.82 | 2.39 | 3.23 | 3.29 | 0.00 | 1.77 | 1.62 | 1.49 | 2.82 | 1.04 | 2.57 | 2.64 | 0.83 | 1.16 | 1.12 | 1.12 | 0.22 | 2.98 | 2.92 | 4.25 | 0.34 | 8.24 | 18.82 | 9.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2025, AR inception is 07/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZSIX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) |
-14.16%
Feb 2006 - Feb 2009 |
-5.57%
May 2007 - May 2012 |
0.44%
Dec 2006 - Dec 2016 |
0.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZSIX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO INSTITUTIONAL SHARES) |
20.70%
Mar 2003 - Mar 2006 |
16.27%
Sep 2002 - Sep 2007 |
8.58%
Feb 2009 - Feb 2019 |
6.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart