Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO R6 SHARES) | 4.80% | 20.24% | 15.19% | 8.86% | 12.89% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO R6 SHARES) | 05/21/2014 | 06/03/2026 |
| 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 (%) | -0.40 | 20.24 | 15.19 | 8.86 | 12.89 | NA | NA | … | … | 4.80 | 2.18 | 14.27 | 19.79 | -17.02 | 27.39 | 17.47 | 33.35 | -3.39 | 18.16 | 9.81 | -4.77 | 10.09 |
| Sharpe Ratio | NA | 1.82 | 0.91 | 0.40 | 0.65 | NA | NA | … | … | 1.08 | -0.03 | 0.89 | 1.31 | -0.81 | 2.20 | 0.50 | 2.65 | -0.29 | 2.53 | 0.69 | -0.31 | 1.43 |
| Standard Deviation(%) | NA | 11.16 | 14.31 | 16.12 | 17.57 | NA | NA | … | … | 12.43 | 21.88 | 12.00 | 12.45 | 22.81 | 12.44 | 34.03 | 12.04 | 16.67 | 6.94 | 13.91 | 15.45 | 11.80 |
| Draw Down(%) | NA | 10.06 | 18.71 | 23.03 | 35.12 | NA | NA | … | … | 10.06 | 18.71 | 7.39 | 10.22 | 22.70 | 5.26 | 35.12 | 5.41 | 19.18 | 2.73 | 11.59 | 12.94 | 8.46 |
| Yield(%) | 0.00 | 13.89 | 8.44 | 6.34 | 9.49 | 6.86 | 5.14 | … | … | 0.00 | 14.00 | 7.10 | 1.29 | 2.24 | 7.05 | 5.83 | 15.50 | 14.33 | 10.95 | 3.67 | 6.97 | 13.47 |
Data as of 06/03/2026, Common starting date is 05/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO R6 SHARES) |
4.09%
Oct 2021 – Oct 2024 |
5.01%
Mar 2015 – Mar 2020 |
9.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLUSX (LAZARD US STRATEGIC EQUITY PORTFOLIO R6 SHARES) |
25.90%
Dec 2018 – Dec 2021 |
18.95%
Oct 2016 – Oct 2021 |
13.36%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart