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LCAOX: LAZARD CAPITAL ALLOCATOR OPPORTUNISTIC STRATEGIES PORTFOLIO OPEN SHARES (MUTUAL FUND)
Basic Info 10.59 0.26(2.40%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 13.95% |
| Expenses | 1.36% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 5.3 | 16.0 | 13.0 | 5.5 | 6.6 | 5.4 | 4.4 | 13.8 | 12.2 | 9.9 | -15.1 | 12.6 | 9.2 | 14.9 | -13.0 | 17.5 | 5.1 | -4.6 | 4.1 | 11.9 | 8.8 | -3.7 | 14.3 | 19.4 | -27.7 |
| Sharpe Ratio | NA | 0.87 | 1.33 | 0.82 | 0.25 | 0.42 | NA | 0.27 | 0.8 | 0.76 | 0.69 | -1.21 | 1.25 | 0.5 | 2.0 | -1.13 | 3.07 | 0.54 | -0.46 | 0.52 | 1.23 | 0.92 | -0.25 | 1.25 | 1.12 | -1.21 |
| Draw Down(%) | NA | 7.2 | 7.2 | 14.2 | 19.4 | 23.5 | NA | 42.1 | 14.2 | 8.3 | 9.8 | 18.9 | 5.3 | 20.4 | 3.5 | 21.4 | 2.1 | 8.9 | 10.1 | 6.1 | 8.9 | 10.0 | 14.3 | 7.7 | 17.3 | 40.7 |
| Standard Deviation(%) | NA | 11.8 | 10.0 | 11.9 | 11.8 | 11.6 | NA | 13.0 | 13.7 | 11.3 | 9.1 | 13.7 | 10.0 | 18.0 | 6.7 | 12.9 | 5.5 | 9.1 | 10.1 | 7.9 | 9.7 | 9.6 | 14.8 | 11.4 | 17.2 | 29.6 |
| Treynor Ratio | NA | 0.11 | 0.14 | 0.09 | 0.03 | 0.05 | NA | 0.03 | 0.09 | 0.09 | 0.06 | -0.19 | 0.13 | 0.1 | 0.19 | -0.12 | 0.15 | 0.05 | -0.04 | 0.04 | 0.1 | 0.08 | -0.04 | 0.14 | 0.16 | -0.29 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | 0.02 | -0.03 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.02 | -0.01 | 0.0 | 0.02 | -0.02 | -0.02 |
| Beta | NA | 0.91 | 0.96 | 1.05 | 0.98 | 0.96 | NA | 1.04 | 1.24 | 0.94 | 0.98 | 0.86 | 0.98 | 0.9 | 0.71 | 1.23 | 1.14 | 1.02 | 1.16 | 1.11 | 1.23 | 1.11 | 0.96 | 1.01 | 1.17 | 1.22 |
| RSquared | NA | 0.91 | 0.89 | 0.83 | 0.82 | 0.79 | NA | 0.84 | 0.92 | 0.71 | 0.8 | 0.86 | 0.77 | 0.86 | 0.39 | 0.66 | 0.67 | 0.9 | 0.87 | 0.89 | 0.91 | 0.93 | 0.9 | 0.93 | 0.89 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.3 | 10.9 | 3.0 | 2.8 | 4.5 | 2.0 | 1.9 | 4.7 | 8.0 | 1.4 | 2.4 | 6.4 | 9.5 | 0.5 | 3.4 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 34.5 | 283.3 | -11.7 | -31.6 | 137.2 | 18.8 | -66.9 | -36.3 | 489.5 | -45.7 | -61.9 | -33.7 | 1879.6 | -85.5 | 266.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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