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LZESX: LAZARD INTERNATIONAL EQUITY SELECT PORTFOLIO OPEN SHARES (MUTUAL FUND)
Basic Info 14.12 0.5(3.42%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/13/2001 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.39% |
| Expenses | 0.90% |
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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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 9.5 | 20.0 | 13.1 | 4.4 | 6.1 | 5.0 | 3.8 | 4.4 | 22.4 | 1.8 | 11.8 | -16.1 | 2.5 | 8.0 | 20.0 | -14.8 | 27.9 | -1.0 | -3.8 | -4.8 | 14.5 | 21.2 | -7.4 | 8.3 | 20.5 | -39.0 | 8.9 | 20.7 | 4.2 | 14.9 | 26.7 | -15.4 | -0.4 |
| Sharpe Ratio | NA | 1.17 | 1.21 | 0.73 | 0.13 | 0.28 | NA | NA | 0.17 | 1.37 | -0.15 | 0.68 | -0.86 | 0.2 | 0.27 | 1.73 | -1.2 | 3.72 | -0.07 | -0.26 | -0.42 | 1.15 | 1.33 | -0.28 | 0.38 | 0.74 | -1.03 | 0.35 | 1.4 | 0.18 | 1.17 | 1.58 | -0.68 | -0.14 |
| Draw Down(%) | NA | 11.3 | 11.3 | 15.5 | 29.5 | 37.2 | NA | NA | 56.0 | 14.2 | 9.9 | 11.7 | 27.3 | 7.8 | 35.0 | 8.2 | 22.8 | 2.3 | 11.0 | 16.5 | 13.5 | 11.0 | 15.0 | 22.3 | 18.2 | 26.6 | 51.2 | 12.3 | 13.4 | 5.0 | 9.4 | 16.2 | 27.0 | 20.7 |
| Standard Deviation(%) | NA | 18.2 | 14.4 | 13.6 | 15.0 | 16.0 | NA | NA | 18.6 | 14.5 | 11.7 | 12.1 | 20.3 | 12.1 | 29.2 | 10.7 | 13.5 | 7.4 | 16.9 | 15.1 | 11.4 | 12.6 | 16.0 | 26.2 | 21.4 | 27.6 | 38.7 | 16.7 | 12.4 | 10.4 | 11.9 | 16.5 | 24.2 | 19.9 |
| Treynor Ratio | NA | 0.22 | 0.18 | 0.11 | 0.02 | 0.05 | NA | NA | 0.04 | 0.23 | -0.02 | 0.09 | -0.19 | 0.03 | 0.1 | 0.19 | -0.17 | 0.31 | -0.01 | -0.04 | -0.05 | 0.16 | 0.23 | -0.08 | 0.08 | 0.22 | -0.44 | 0.06 | 0.2 | 0.02 | 0.18 | 0.29 | -0.17 | -0.03 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.02 | 0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.01 | 0.0 | 0.04 |
| Beta | NA | 0.97 | 0.94 | 0.9 | 0.91 | 0.88 | NA | NA | 0.9 | 0.88 | 0.89 | 0.88 | 0.92 | 0.91 | 0.76 | 0.97 | 0.97 | 0.89 | 0.93 | 0.94 | 0.94 | 0.92 | 0.92 | 0.94 | 0.98 | 0.93 | 0.9 | 0.93 | 0.88 | 0.85 | 0.77 | 0.88 | 0.95 | 0.9 |
| RSquared | NA | 0.88 | 0.88 | 0.88 | 0.91 | 0.77 | NA | NA | 0.83 | 0.85 | 0.88 | 0.9 | 0.95 | 0.91 | 0.51 | 0.92 | 0.93 | 0.8 | 0.93 | 0.92 | 0.85 | 0.86 | 0.9 | 0.97 | 0.95 | 0.93 | 0.91 | 0.88 | 0.89 | 0.71 | 0.79 | 0.57 | 0.6 | 0.7 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.7 | 1.5 | 1.3 | 1.3 | 2.5 | 0.8 | 2.2 | 2.1 | 0.5 | 0.9 | 0.8 | 0.8 | 0.2 | 2.3 | 2.6 | 4.0 | 0.0 | 8.0 | 18.5 | 9.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 84.0 | 20.9 | -12.8 | -49.3 | 247.6 | -58.0 | -13.0 | 447.6 | -43.2 | 1.4 | -7.6 | 315.8 | -89.0 | -18.4 | -32.3 | 10333.3 | -99.7 | -61.6 | 124.4 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2001
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