Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCMPX (Lazard International Quality Growth Portfolio Open Shares) | -2.06% | -1.39% | 7.35% | 1.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCMPX (Lazard International Quality Growth Portfolio Open Shares) | 01/04/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | -1.39 | 7.35 | 1.32 | NA | NA | NA | … | … | -2.06 | 7.69 | 5.39 | 17.57 | -20.31 | 9.72 | 23.63 | 29.27 |
| Sharpe Ratio | NA | -0.30 | 0.30 | -0.07 | NA | NA | NA | … | … | -0.50 | 0.33 | 0.14 | 1.07 | -0.90 | 0.73 | 0.83 | 2.69 |
| Standard Deviation(%) | NA | 13.77 | 13.90 | 16.36 | NA | NA | NA | … | … | 16.60 | 14.98 | 12.91 | 13.17 | 24.29 | 13.27 | 27.91 | 10.49 |
| Draw Down(%) | NA | 15.44 | 15.44 | 34.86 | NA | NA | NA | … | … | 15.44 | 14.78 | 8.27 | 13.69 | 30.30 | 10.14 | 30.37 | 6.85 |
| Yield(%) | 0.00 | 3.97 | 2.73 | 1.86 | 2.03 | 1.35 | 1.02 | … | … | 0.00 | 4.41 | 2.80 | 0.44 | 0.65 | 1.99 | 1.00 | 3.12 |
Data as of 06/04/2026, Common starting date is 01/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCMPX (Lazard International Quality Growth Portfolio Open Shares) |
-1.70%
Apr 2021 – Apr 2024 |
1.32%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCMPX (Lazard International Quality Growth Portfolio Open Shares) |
16.84%
Sep 2022 – Sep 2025 |
10.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart