Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 6.42% | 21.82% | 15.79% | 7.43% | 11.29% | 10.93% | 8.67% | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 01/12/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 21.82 | 15.79 | 7.43 | 11.29 | 10.93 | 8.67 | … | … | 6.42 | 15.23 | 14.21 | 19.79 | -18.55 | 20.60 | 11.96 | 31.71 | -3.38 | 15.73 | 9.70 | -4.74 | 15.04 | 28.38 | 14.56 | 1.65 | 13.14 | 28.12 | -35.44 | 0.33 | 17.74 | 5.18 |
| Sharpe Ratio | NA | 1.82 | 0.91 | 0.30 | 0.55 | NA | NA | … | … | 1.09 | 0.68 | 0.88 | 1.31 | -0.87 | 1.60 | 0.34 | 2.52 | -0.29 | 2.07 | 0.69 | -0.31 | 1.27 | 2.54 | 1.16 | 0.07 | 0.76 | 1.07 | -0.92 | -0.19 | 1.52 | 0.30 |
| Standard Deviation(%) | NA | 11.15 | 14.27 | 16.20 | 17.67 | NA | NA | … | … | 12.40 | 18.37 | 12.00 | 12.44 | 22.93 | 12.88 | 34.32 | 11.98 | 16.56 | 7.32 | 13.85 | 15.46 | 11.79 | 11.15 | 12.58 | 22.48 | 17.18 | 26.30 | 39.24 | 15.32 | 9.48 | 10.16 |
| Draw Down(%) | NA | 10.07 | 18.67 | 25.75 | 35.12 | NA | NA | … | … | 10.07 | 18.67 | 7.39 | 10.15 | 22.96 | 5.32 | 35.12 | 5.41 | 19.11 | 4.40 | 11.58 | 12.94 | 8.32 | 6.47 | 11.04 | 19.28 | 16.49 | 26.12 | 46.11 | 12.41 | 7.78 | 6.50 |
| Yield(%) | 0.00 | 13.87 | 8.45 | 4.82 | 7.55 | 8.70 | 6.90 | … | … | 0.00 | 14.00 | 7.11 | 1.29 | 0.63 | 0.41 | 0.82 | 14.04 | 14.33 | 8.75 | 3.66 | 6.92 | 15.60 | 4.65 | 2.48 | 0.89 | 1.12 | 0.00 | 2.49 | 15.67 | 3.61 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
-14.58%
Feb 2006 – Feb 2009 |
-2.52%
May 2007 – May 2012 |
5.15%
May 2007 – May 2017 |
6.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
24.10%
Feb 2009 – Feb 2012 |
21.46%
Feb 2009 – Feb 2014 |
14.58%
Feb 2009 – Feb 2019 |
13.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart