Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZUOX (LAZARD US STRATEGIC EQUITY PORTFOLIO OPEN SHARES) | 4.58% | 7.40% | 11.07% | 10.04% | 8.90% | 11.06% | 7.80% | 7.95% |
Data as of 07/07/2025, AR inception is 01/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZUOX (LAZARD US STRATEGIC EQUITY PORTFOLIO OPEN SHARES) | 01/13/2005 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 7.40 | 11.07 | 10.04 | 8.90 | 11.06 | 7.80 | 7.95 | 4.58 | 7.11 | 19.26 | -18.77 | 20.24 | 11.78 | 31.29 | -3.64 | 15.32 | 9.46 | -5.10 | 14.77 | 28.04 | 14.10 | 1.42 | 12.78 | 27.71 | -35.64 | -0.08 | 17.16 | 6.45 |
| Sharpe Ratio | NA | 0.28 | 0.53 | 0.49 | 0.42 | NA | NA | 0.35 | 0.34 | 0.04 | 1.22 | -0.88 | 1.58 | 0.34 | 2.50 | -0.30 | 2.02 | 0.67 | -0.33 | 1.25 | 2.52 | 1.13 | 0.06 | 0.74 | 1.05 | -0.93 | -0.20 | 1.48 | 0.44 |
| Standard Deviation(%) | NA | 19.45 | 16.65 | 16.81 | 18.10 | NA | NA | 18.79 | 23.92 | 12.89 | 12.40 | 22.94 | 12.83 | 34.22 | 11.97 | 16.63 | 7.31 | 13.86 | 15.50 | 11.82 | 11.13 | 12.54 | 22.59 | 17.17 | 26.22 | 39.15 | 15.33 | 9.41 | 10.15 |
| Draw Down(%) | NA | 18.78 | 18.78 | 25.86 | 35.11 | NA | NA | 55.58 | 18.78 | 8.90 | 10.18 | 23.08 | 5.36 | 35.11 | 5.47 | 19.16 | 4.47 | 11.63 | 12.99 | 8.38 | 6.54 | 11.04 | 19.45 | 16.61 | 26.04 | 46.22 | 12.56 | 7.85 | 6.61 |
| Yield(%) | 0.00 | 6.09 | 2.96 | 2.21 | 5.29 | 8.22 | 5.79 | 5.95 | 0.00 | 6.78 | 0.72 | 0.42 | 0.10 | 0.53 | 13.61 | 13.99 | 8.37 | 3.34 | 6.60 | 15.24 | 4.30 | 1.85 | 0.58 | 0.81 | 0.00 | 2.22 | 15.25 | 3.28 | 0.00 |
Data as of 07/07/2025, AR inception is 01/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZUOX (LAZARD US STRATEGIC EQUITY PORTFOLIO OPEN SHARES) |
-14.85%
Feb 2006 - Feb 2009 |
-2.85%
May 2007 - May 2012 |
4.82%
May 2007 - May 2017 |
5.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZUOX (LAZARD US STRATEGIC EQUITY PORTFOLIO OPEN SHARES) |
23.68%
Feb 2009 - Feb 2012 |
21.05%
Feb 2009 - Feb 2014 |
14.23%
Feb 2009 - Feb 2019 |
12.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart