Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) | 22.50% | 20.64% | 16.13% | 10.44% | 5.92% | NA | NA | 5.70% |
Data as of 07/08/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) | 04/02/2015 | 07/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 20.64 | 16.13 | 10.44 | 5.92 | NA | NA | 5.70 | 22.50 | 6.00 | 16.55 | -14.84 | 6.17 | 8.91 | 21.18 | -13.72 | 22.85 | -4.17 | -5.06 |
| Sharpe Ratio | NA | 1.26 | 0.86 | 0.57 | 0.26 | NA | NA | 0.26 | 2.89 | 0.20 | 1.06 | -0.76 | 0.51 | 0.30 | 1.94 | -1.22 | 2.95 | -0.26 | -0.44 |
| Standard Deviation(%) | NA | 15.04 | 14.84 | 15.26 | 16.22 | NA | NA | 16.13 | 16.81 | 11.74 | 12.26 | 21.43 | 12.05 | 29.18 | 10.14 | 12.45 | 7.57 | 16.95 | 15.33 |
| Draw Down(%) | NA | 13.68 | 15.90 | 30.28 | 35.04 | NA | NA | 35.04 | 13.68 | 9.51 | 11.31 | 28.11 | 7.94 | 34.53 | 7.67 | 21.57 | 2.59 | 11.95 | 14.17 |
| Yield(%) | 0.00 | 8.14 | 6.64 | 7.56 | 4.83 | 3.16 | 2.37 | 4.74 | 0.00 | 8.88 | 4.27 | 5.07 | 15.99 | 1.12 | 2.49 | 6.30 | 1.73 | 1.09 | 0.72 |
Data as of 07/08/2025, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) |
-3.21%
Sep 2019 - Sep 2022 |
-1.44%
Sep 2017 - Sep 2022 |
5.16%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) |
16.11%
Jun 2022 - Jun 2025 |
11.41%
Mar 2020 - Mar 2025 |
5.66%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart