Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLUEX (Lazard US Equity Concentrated Port R6 Sh) | 14.30% | 42.77% | 15.02% | 7.87% | NA | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 11/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLUEX (Lazard US Equity Concentrated Port R6 Sh) | 11/16/2016 | 05/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.77 | 15.02 | 7.87 | NA | NA | NA | … | … | 14.30 | 10.13 | 13.87 | 17.49 | -19.92 | 26.20 | 9.05 | 31.79 | -6.21 | 15.52 | -3.54 |
| Sharpe Ratio | NA | 1.87 | 0.56 | 0.26 | NA | NA | NA | … | … | 1.89 | 0.26 | 0.65 | 1.04 | -0.91 | 2.01 | 0.25 | 2.38 | -0.47 | 2.10 | -1.64 |
| Standard Deviation(%) | NA | 21.42 | 21.07 | 20.39 | NA | NA | NA | … | … | 23.03 | 28.69 | 15.82 | 13.43 | 23.58 | 13.03 | 35.27 | 12.76 | 16.32 | 7.12 | 16.12 |
| Draw Down(%) | NA | 16.11 | 32.54 | 32.54 | NA | NA | NA | … | … | 16.11 | 32.54 | 8.69 | 14.82 | 25.57 | 5.50 | 35.86 | 5.76 | 18.51 | 3.95 | 5.72 |
| Yield(%) | 0.00 | 0.00 | 29.07 | 17.43 | 14.37 | 9.58 | 7.18 | … | … | 0.00 | 0.00 | 65.44 | 57.34 | 4.74 | 16.73 | 1.75 | 1.06 | 9.62 | 7.30 | 0.00 |
Data as of 05/08/2026, Common starting date is 11/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLUEX (Lazard US Equity Concentrated Port R6 Sh) |
-0.38%
Mar 2022 – Mar 2025 |
5.31%
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 |
|---|---|---|---|---|
| RLUEX (Lazard US Equity Concentrated Port R6 Sh) |
21.95%
Dec 2018 – Dec 2021 |
14.47%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart