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LZEMX: LAZARD EMERGING MARKETS EQUITY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 30.11 0.91(2.93%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/26/1995 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.47% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 21.4 | 48.9 | 27.3 | 12.3 | 10.9 | 5.8 | 7.4 | 8.4 | 41.3 | 7.6 | 22.4 | -14.9 | 5.4 | -0.1 | 18.1 | -18.1 | 28.0 | 20.5 | -20.2 | -4.1 | -0.8 | 22.3 | -17.8 | 22.8 | 69.8 | -48.0 | 33.1 | 30.5 | 41.4 | 30.8 | 54.4 | -0.4 | -3.2 | -29.5 | 55.8 | -23.5 | -9.8 | 23.6 | 0.7 |
| Sharpe Ratio | NA | 4.06 | 3.77 | 1.86 | 0.75 | 0.57 | NA | NA | 0.35 | 2.88 | 0.3 | 1.62 | -0.92 | 0.4 | -0.01 | 1.29 | -1.19 | 2.72 | 1.09 | -1.19 | -0.3 | -0.06 | 1.56 | -0.76 | 1.15 | 2.37 | -1.11 | 1.47 | 1.62 | 3.21 | 1.96 | 4.53 | -0.1 | -0.29 | -1.46 | 2.74 | -1.04 | -0.66 | 2.79 | 40.26 |
| Draw Down(%) | NA | 10.4 | 10.4 | 14.3 | 30.6 | 44.1 | NA | NA | 60.1 | 12.3 | 10.6 | 7.3 | 29.1 | 12.0 | 37.5 | 11.3 | 26.9 | 4.4 | 10.9 | 26.7 | 20.6 | 16.0 | 16.6 | 25.2 | 15.9 | 24.2 | 59.4 | 16.4 | 23.2 | 9.4 | 17.7 | 12.5 | 25.3 | 31.7 | 36.7 | 15.0 | 44.5 | 32.5 | 5.5 | 0.0 |
| Standard Deviation(%) | NA | 16.8 | 13.4 | 13.7 | 14.3 | 16.5 | NA | NA | 19.4 | 13.4 | 13.4 | 11.7 | 17.8 | 13.2 | 30.2 | 12.8 | 16.5 | 10.1 | 18.7 | 17.0 | 13.9 | 14.0 | 14.4 | 23.4 | 19.7 | 29.4 | 43.9 | 20.4 | 16.8 | 12.2 | 15.2 | 11.9 | 14.5 | 19.4 | 23.2 | 19.2 | 25.8 | 20.4 | 7.1 | 1.7 |
| Treynor Ratio | NA | 0.83 | 0.62 | 0.29 | 0.13 | 0.1 | NA | NA | 0.08 | 0.46 | 0.04 | 0.22 | -0.21 | 0.08 | 0.0 | 0.17 | -0.21 | 0.27 | 0.2 | -0.23 | -0.04 | -0.01 | 0.27 | -0.2 | 0.25 | 0.79 | -0.58 | 0.37 | 0.31 | 0.46 | 0.36 | 0.75 | -0.02 | -0.08 | -0.34 | 0.59 | -0.33 | -0.16 | 0.38 | -2.09 |
| Alpha | NA | 0.13 | 0.09 | 0.04 | 0.03 | 0.01 | NA | NA | 0.01 | 0.06 | -0.01 | 0.05 | 0.0 | 0.02 | -0.06 | 0.0 | -0.02 | -0.01 | 0.03 | -0.03 | -0.02 | 0.02 | 0.02 | -0.01 | 0.02 | 0.01 | -0.02 | 0.0 | 0.01 | 0.03 | 0.02 | 0.03 | 0.02 | -0.01 | -0.01 | 0.01 | -0.04 | 0.02 | 0.05 | 0.18 |
| Beta | NA | 0.83 | 0.82 | 0.88 | 0.82 | 0.91 | NA | NA | 0.86 | 0.84 | 0.96 | 0.85 | 0.77 | 0.69 | 1.03 | 0.95 | 0.92 | 1.02 | 1.04 | 0.89 | 1.0 | 0.93 | 0.83 | 0.88 | 0.9 | 0.88 | 0.84 | 0.81 | 0.87 | 0.86 | 0.83 | 0.72 | 0.69 | 0.7 | 0.98 | 0.89 | 0.82 | 0.82 | 0.53 | -0.33 |
| RSquared | NA | 0.79 | 0.77 | 0.82 | 0.78 | 0.83 | NA | NA | 0.85 | 0.83 | 0.84 | 0.81 | 0.76 | 0.7 | 0.9 | 0.86 | 0.87 | 0.79 | 0.93 | 0.89 | 0.87 | 0.88 | 0.88 | 0.95 | 0.94 | 0.94 | 0.95 | 0.91 | 0.9 | 0.85 | 0.84 | 0.79 | 0.75 | 0.7 | 0.78 | 0.68 | 0.79 | 0.6 | 0.54 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 3.3 | 4.4 | 4.7 | 4.9 | 2.0 | 2.8 | 1.7 | 2.5 | 1.8 | 1.7 | 4.0 | 3.6 | 5.8 | 5.0 | 1.7 | 4.2 | 7.8 | 16.8 | 14.0 | 13.3 | 1.3 | 2.4 | 1.2 | 0.8 | 0.2 | 1.5 | 1.0 | 8.2 | 2.3 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -8.8 | -13.8 | -25.1 | -2.6 | 132.3 | -15.7 | 34.0 | -15.1 | 68.5 | -17.8 | -60.6 | 2.1 | -28.3 | -10.4 | 243.7 | -30.5 | -74.7 | -47.3 | 36.5 | 37.5 | 1236.0 | -19.7 | 106.0 | 35.5 | 210.0 | -80.6 | 7.3 | -89.7 | 338.2 | 430.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1994
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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