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LZIEX: LAZARD INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 19.93 0.65(3.16%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/27/1991 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 12.32% |
| Expenses | 1.09% |
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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 | Since 12/27/1991 |
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 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 6.3 | 18.9 | 17.2 | 4.7 | 6.1 | 5.7 | 4.8 | 5.7 | 34.1 | 5.9 | 16.5 | -18.4 | -5.3 | 8.8 | 21.2 | -13.7 | 22.8 | -4.2 | 1.6 | -4.3 | 20.8 | 22.7 | -7.0 | 8.1 | 25.2 | -37.8 | 11.0 | 23.0 | 14.1 | 14.0 | 29.4 | -10.4 | -24.9 | -10.6 | 24.1 | 16.1 | 12.0 | 15.1 | 12.1 | -8.8 | 30.4 | -6.6 | 1.4 |
| Sharpe Ratio | NA | 0.72 | 1.13 | 1.03 | 0.14 | 0.27 | NA | NA | 0.22 | 2.19 | 0.2 | 1.06 | -0.91 | -0.33 | 0.29 | 1.95 | -1.22 | 2.96 | -0.26 | 0.1 | -0.38 | 1.64 | 1.38 | -0.26 | 0.38 | 0.92 | -0.99 | 0.48 | 1.41 | 1.1 | 1.04 | 2.04 | -0.56 | -1.55 | -1.08 | 1.61 | 0.64 | 0.6 | 1.58 | 0.88 | -0.86 | 3.33 | -0.9 | 198.85 |
| Draw Down(%) | NA | 11.9 | 11.9 | 13.7 | 40.4 | 40.4 | NA | NA | 55.4 | 13.7 | 9.5 | 11.3 | 31.1 | 15.7 | 34.6 | 7.7 | 21.6 | 2.6 | 11.9 | 14.2 | 13.2 | 9.6 | 15.1 | 21.7 | 17.6 | 27.7 | 49.6 | 10.8 | 14.5 | 7.2 | 10.4 | 14.5 | 23.3 | 33.6 | 15.9 | 9.3 | 27.8 | 10.5 | 5.1 | 6.1 | 19.6 | 3.6 | 16.4 | 0.0 |
| Standard Deviation(%) | NA | 17.7 | 14.3 | 13.6 | 16.1 | 16.4 | NA | NA | 17.2 | 14.3 | 11.8 | 12.3 | 21.9 | 16.0 | 29.2 | 10.1 | 12.5 | 7.5 | 17.0 | 15.2 | 11.2 | 12.7 | 16.5 | 26.8 | 21.1 | 27.2 | 39.2 | 16.3 | 14.0 | 10.8 | 12.5 | 14.1 | 20.8 | 17.8 | 13.7 | 12.8 | 19.8 | 13.8 | 7.2 | 9.2 | 13.9 | 8.5 | 10.1 | 2.3 |
| Treynor Ratio | NA | 0.13 | 0.17 | 0.15 | 0.02 | 0.05 | NA | NA | 0.04 | 0.35 | 0.03 | 0.14 | -0.2 | -0.06 | 0.11 | 0.22 | -0.17 | 0.23 | -0.05 | 0.02 | -0.05 | 0.22 | 0.24 | -0.07 | 0.08 | 0.27 | -0.42 | 0.09 | 0.22 | 0.14 | 0.17 | 0.3 | -0.11 | -0.28 | -0.18 | 0.23 | 0.13 | 0.1 | 0.14 | 0.12 | -0.14 | 0.62 | -0.22 | -8.55 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.06 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.02 | 0.03 | 0.01 | -0.03 | 0.06 | -0.01 | 1.39 |
| Beta | NA | 0.97 | 0.96 | 0.92 | 0.94 | 0.89 | NA | NA | 0.9 | 0.9 | 0.92 | 0.91 | 0.98 | 0.86 | 0.78 | 0.91 | 0.9 | 0.96 | 0.94 | 0.95 | 0.94 | 0.94 | 0.95 | 0.97 | 0.96 | 0.92 | 0.92 | 0.87 | 0.9 | 0.85 | 0.78 | 0.95 | 1.02 | 0.99 | 0.84 | 0.9 | 0.97 | 0.85 | 0.82 | 0.66 | 0.84 | 0.46 | 0.42 | -0.53 |
| RSquared | NA | 0.92 | 0.92 | 0.92 | 0.84 | 0.76 | NA | NA | 0.83 | 0.9 | 0.93 | 0.93 | 0.93 | 0.49 | 0.53 | 0.91 | 0.93 | 0.89 | 0.94 | 0.93 | 0.88 | 0.89 | 0.92 | 0.97 | 0.94 | 0.93 | 0.92 | 0.81 | 0.75 | 0.65 | 0.73 | 0.9 | 0.95 | 0.91 | 0.81 | 0.8 | 0.9 | 0.88 | 0.76 | 0.66 | 0.43 | 0.4 | 0.48 | 1.0 |
| Yield(%) | N/A | 0.0 | 12.3 | 9.2 | 5.2 | 4.6 | 4.2 | 3.7 | N/A | 14.8 | 8.8 | 4.2 | 1.5 | 5.4 | 1.1 | 2.5 | 6.3 | 1.7 | 1.0 | 0.7 | 0.9 | 0.1 | 4.0 | 2.4 | 2.7 | 0.0 | 2.3 | 3.3 | 5.9 | 5.3 | 0.4 | 1.7 | 0.5 | 0.8 | 11.4 | 9.7 | 6.8 | 9.4 | 6.0 | 0.8 | 0.0 | 0.4 | 1.3 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 64.9 | 180.5 | 148.4 | 140.4 | -6.0 | N/A | N/A | 64.9 | 129.6 | 131.8 | -75.4 | 421.8 | -46.5 | -69.0 | 345.9 | 63.0 | 40.2 | -23.8 | 1677.8 | -98.3 | 51.6 | -4.7 | 7060.0 | -98.8 | -24.6 | -36.5 | 24.8 | 1318.8 | -69.0 | 229.8 | -58.8 | -94.2 | 29.1 | 60.0 | -24.6 | 69.3 | 714.1 | N/A | -100.0 | -69.6 | 626.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1991
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