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LDMIX: LAZARD DEVELOPING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 22.24 1.36(5.76%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 10/02/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 1.42% |
| Expenses | 1.40% |
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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(%) | -5.0 | 25.6 | 54.5 | 23.5 | 5.3 | 9.7 | 3.9 | 7.1 | 31.8 | 6.7 | 9.7 | -22.6 | -10.1 | 19.3 | 28.2 | -20.6 | 41.2 | 14.8 | -12.8 | -10.3 | -3.9 | 17.2 | -26.2 | 28.6 | 101.5 | -26.4 |
| Sharpe Ratio | NA | 2.74 | 2.73 | 1.17 | 0.15 | 0.41 | NA | 0.27 | 1.67 | 0.21 | 0.41 | -1.04 | -0.63 | 0.56 | 1.78 | -1.16 | 3.96 | 0.73 | -0.67 | -0.75 | -0.27 | 0.98 | -0.93 | 1.39 | 3.06 | -0.86 |
| Draw Down(%) | NA | 13.1 | 13.1 | 19.5 | 42.7 | 46.2 | NA | 46.4 | 18.8 | 11.4 | 14.6 | 34.9 | 22.7 | 38.8 | 10.6 | 28.9 | 4.8 | 13.9 | 26.2 | 20.5 | 18.7 | 19.6 | 35.4 | 16.5 | 28.6 | 46.0 |
| Standard Deviation(%) | NA | 24.7 | 19.0 | 17.3 | 18.3 | 19.5 | NA | 22.7 | 17.6 | 14.9 | 14.9 | 23.1 | 16.2 | 33.6 | 15.0 | 19.0 | 10.3 | 20.0 | 19.1 | 13.7 | 14.4 | 17.6 | 28.2 | 20.6 | 33.1 | 82.8 |
| Treynor Ratio | NA | 0.59 | 0.46 | 0.18 | 0.03 | 0.07 | NA | 0.06 | 0.27 | 0.03 | 0.05 | -0.22 | -0.11 | 0.16 | 0.23 | -0.2 | 0.38 | 0.13 | -0.13 | -0.1 | -0.04 | 0.17 | -0.25 | 0.3 | 1.03 | -0.76 |
| Alpha | NA | 0.13 | 0.08 | 0.02 | 0.0 | 0.0 | NA | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | -0.04 | 0.01 | 0.02 | -0.02 | 0.02 | 0.01 | 0.01 | -0.04 | 0.01 | 0.0 | -0.03 | 0.04 | 0.05 | -0.11 |
| Beta | NA | 1.16 | 1.12 | 1.1 | 1.1 | 1.12 | NA | 1.03 | 1.11 | 1.05 | 1.15 | 1.11 | 0.94 | 1.18 | 1.15 | 1.11 | 1.06 | 1.1 | 1.0 | 1.0 | 0.97 | 1.0 | 1.06 | 0.94 | 0.98 | 0.94 |
| RSquared | NA | 0.77 | 0.77 | 0.82 | 0.86 | 0.9 | NA | 0.91 | 0.86 | 0.79 | 0.91 | 0.92 | 0.87 | 0.96 | 0.92 | 0.93 | 0.83 | 0.93 | 0.91 | 0.89 | 0.89 | 0.86 | 0.94 | 0.94 | 0.93 | 0.91 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.5 | 0.9 | 2.4 | 0.6 | 0.9 | 0.3 | 0.7 | 0.6 | 0.3 | 1.1 | 0.5 | 1.4 | 0.8 | 1.0 | 3.2 | 12.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 83.2 | -60.2 | 189.8 | -36.4 | 257.3 | -45.4 | -10.8 | 195.3 | -69.4 | 96.0 | -69.9 | 61.2 | -7.2 | -77.6 | -71.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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