Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) | 1.94% | 4.35% | 3.08% | 1.34% | 1.40% | NA | NA | 1.41% |
Data as of 07/03/2025, AR inception is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) | 03/01/2011 | 07/03/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.35 | 3.08 | 1.34 | 1.40 | NA | NA | 1.41 | 1.94 | 3.53 | 4.24 | -2.71 | -0.39 | 2.46 | 2.93 | 1.08 | 0.68 | 0.44 | -0.04 | 0.47 | -1.38 | 2.56 | 3.90 |
| Sharpe Ratio | NA | 0.54 | -0.12 | -0.40 | -0.02 | NA | NA | 0.28 | 0.41 | -1.40 | -0.01 | -2.18 | -0.62 | 2.05 | 1.41 | -0.25 | 0.06 | 0.27 | -0.09 | 0.81 | -0.99 | 1.96 | 3.16 |
| Standard Deviation(%) | NA | 2.08 | 2.13 | 1.80 | 1.46 | NA | NA | 1.38 | 2.06 | 2.19 | 2.27 | 1.89 | 0.66 | 1.08 | 1.08 | 0.92 | 0.79 | 0.89 | 0.77 | 0.56 | 1.43 | 1.29 | 1.47 |
| Draw Down(%) | NA | 1.04 | 1.65 | 4.07 | 4.07 | NA | NA | 4.07 | 0.73 | 1.04 | 0.89 | 3.59 | 0.49 | 1.01 | 0.20 | 0.48 | 0.48 | 0.81 | 0.57 | 0.22 | 3.10 | 1.26 | 1.30 |
| Yield(%) | 0.00 | 2.72 | 2.96 | 1.94 | 1.71 | 1.54 | 1.16 | 1.65 | 1.19 | 3.42 | 3.39 | 1.39 | 0.22 | 1.23 | 2.19 | 1.99 | 1.39 | 0.75 | 0.96 | 0.87 | 1.34 | 1.77 | 1.58 |
Data as of 07/03/2025, AR inception is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) |
-0.73%
Jun 2020 - Jun 2023 |
-0.16%
Apr 2013 - Apr 2018 |
0.27%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) |
3.26%
Jun 2022 - Jun 2025 |
1.60%
Sep 2019 - Sep 2024 |
1.44%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart