Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RALIX (Lazard Real Assets and Pricing Opport Po) | 7.32% | 11.66% | 0.37% | 7.64% | NA | NA | NA | 5.73% |
Data as of 06/04/2025, AR inception is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RALIX (Lazard Real Assets and Pricing Opport Po) | 01/03/2017 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 11.66 | 0.37 | 7.64 | NA | NA | NA | 5.73 | 7.32 | 5.91 | 4.43 | -8.99 | 22.32 | 0.62 | 16.07 | -7.55 | 9.46 |
| Sharpe Ratio | NA | 0.76 | -0.25 | 0.50 | NA | NA | NA | 0.33 | 0.99 | 0.26 | 0.07 | -0.61 | 2.55 | 0.02 | 2.54 | -1.18 | 2.23 |
| Standard Deviation(%) | NA | 11.37 | 12.63 | 12.05 | NA | NA | NA | 11.46 | 14.31 | 8.97 | 10.73 | 17.19 | 8.75 | 18.63 | 5.76 | 7.62 | 3.98 |
| Draw Down(%) | NA | 9.39 | 20.03 | 22.03 | NA | NA | NA | 23.99 | 9.39 | 7.68 | 10.16 | 20.79 | 3.69 | 23.99 | 3.12 | 10.88 | 2.13 |
| Yield(%) | 0.00 | 3.47 | 3.87 | 6.40 | 4.15 | 2.77 | 2.07 | 5.19 | 1.07 | 3.16 | 3.01 | 6.48 | 12.99 | 3.80 | 2.55 | 4.63 | 2.64 |
Data as of 06/04/2025, AR inception is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALIX (Lazard Real Assets and Pricing Opport Po) |
-1.22%
Mar 2017 - Mar 2020 |
3.19%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALIX (Lazard Real Assets and Pricing Opport Po) |
12.63%
Dec 2018 - Dec 2021 |
9.42%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart