Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLSMX (Lazard US Small-Mid Cap Equity Portfolio R6 Shares) | 17.95% | 33.58% | 14.33% | 4.95% | 8.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLSMX (Lazard US Small-Mid Cap Equity Portfolio R6 Shares) | 05/20/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 33.58 | 14.33 | 4.95 | 8.44 | NA | NA | … | … | 17.95 | -0.42 | 11.42 | 12.24 | -16.59 | 20.13 | 20.78 | 17.50 | -5.59 | 6.88 | 6.11 | -11.83 | -2.66 |
| Sharpe Ratio | NA | 1.44 | 0.51 | 0.10 | 0.29 | NA | NA | … | … | 1.81 | -0.13 | 0.42 | 0.50 | -0.70 | 1.12 | 0.48 | 0.98 | -0.42 | 0.60 | 0.41 | -0.70 | -0.21 |
| Standard Deviation(%) | NA | 20.36 | 21.19 | 21.53 | 22.45 | NA | NA | … | … | 22.09 | 25.93 | 18.41 | 17.27 | 25.84 | 17.90 | 42.70 | 16.36 | 16.79 | 10.40 | 14.24 | 16.86 | 19.93 |
| Draw Down(%) | NA | 12.44 | 28.15 | 28.15 | 43.60 | NA | NA | … | … | 12.44 | 27.50 | 10.80 | 14.47 | 24.89 | 9.95 | 43.60 | 10.38 | 19.18 | 7.51 | 11.59 | 15.26 | 12.53 |
| Yield(%) | 0.00 | 5.39 | 9.36 | 7.24 | 6.93 | 4.06 | 3.05 | … | … | 0.00 | 4.86 | 14.75 | 8.33 | 3.47 | 16.01 | 0.68 | 0.00 | 11.86 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLSMX (Lazard US Small-Mid Cap Equity Portfolio R6 Shares) |
-4.35%
Mar 2017 – Mar 2020 |
-2.78%
Mar 2015 – Mar 2020 |
3.70%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLSMX (Lazard US Small-Mid Cap Equity Portfolio R6 Shares) |
19.46%
Dec 2018 – Dec 2021 |
12.31%
Apr 2016 – Apr 2021 |
8.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart