Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZESX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO OPEN SHARES) | 9.08% | 18.61% | 12.58% | 4.38% | 6.32% | 5.12% | 4.03% | … | … |
Data as of 06/10/2026, Common starting date is 07/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZESX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO OPEN SHARES) | 07/13/2001 | 06/10/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.17 | 18.61 | 12.58 | 4.38 | 6.32 | 5.12 | 4.03 | … | … | 9.08 | 22.36 | 1.85 | 11.84 | -16.10 | 2.47 | 8.02 | 19.97 | -14.78 | 27.89 | -1.02 | -3.84 | -4.76 | 14.48 | 21.24 | -7.41 | 8.29 | 20.49 | -39.01 | 8.92 | 20.74 | 4.17 | 14.87 | 26.71 | -15.39 | -0.43 |
| Sharpe Ratio | NA | 1.21 | 0.73 | 0.13 | 0.28 | NA | NA | … | … | 1.17 | 1.37 | -0.15 | 0.68 | -0.86 | 0.20 | 0.27 | 1.73 | -1.20 | 3.72 | -0.07 | -0.26 | -0.42 | 1.15 | 1.33 | -0.28 | 0.38 | 0.74 | -1.03 | 0.35 | 1.40 | 0.18 | 1.17 | 1.58 | -0.68 | -0.14 |
| Standard Deviation(%) | NA | 14.39 | 13.59 | 14.95 | 15.97 | NA | NA | … | … | 18.16 | 14.47 | 11.71 | 12.10 | 20.34 | 12.10 | 29.17 | 10.71 | 13.47 | 7.35 | 16.90 | 15.12 | 11.37 | 12.56 | 16.03 | 26.24 | 21.45 | 27.60 | 38.73 | 16.66 | 12.43 | 10.39 | 11.89 | 16.47 | 24.22 | 19.88 |
| Draw Down(%) | NA | 11.31 | 15.47 | 29.49 | 37.16 | NA | NA | … | … | 11.31 | 14.16 | 9.86 | 11.72 | 27.33 | 7.78 | 34.98 | 8.21 | 22.80 | 2.27 | 11.00 | 16.48 | 13.48 | 11.03 | 15.01 | 22.31 | 18.24 | 26.61 | 51.23 | 12.28 | 13.43 | 5.01 | 9.39 | 16.17 | 26.99 | 20.72 |
| Yield(%) | 0.00 | 2.37 | 1.84 | 1.63 | 1.85 | 1.77 | 2.86 | … | … | 0.00 | 2.72 | 1.50 | 1.34 | 1.27 | 2.52 | 0.77 | 2.19 | 2.06 | 0.48 | 0.86 | 0.79 | 0.82 | 0.22 | 2.33 | 2.62 | 3.96 | 0.05 | 7.97 | 18.48 | 9.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZESX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO OPEN SHARES) |
-14.47%
Feb 2006 – Feb 2009 |
-5.91%
May 2007 – May 2012 |
0.10%
Dec 2006 – Dec 2016 |
-0.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZESX (LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO OPEN SHARES) |
20.77%
Mar 2003 – Mar 2006 |
16.24%
Sep 2002 – Sep 2007 |
8.24%
Feb 2009 – Feb 2019 |
6.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
