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LZSCX: LAZARD US SMALL-MID CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 13.29 0.45(3.28%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/27/1991 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.40% |
| Expenses | 1.05% |
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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(%) | -1.3 | 14.1 | 29.7 | 13.0 | 0.4 | 6.3 | 7.1 | 6.9 | 8.6 | 2.5 | 11.3 | 10.2 | -18.4 | 4.0 | 5.9 | 30.0 | -13.5 | 11.9 | 16.2 | -2.2 | 11.5 | 35.9 | 15.4 | -10.0 | 23.7 | 55.5 | -34.5 | -6.4 | 17.4 | 4.4 | 15.1 | 38.9 | -18.0 | 18.1 | 15.9 | 1.8 | -12.6 | 28.1 | 23.7 | 12.2 | -5.7 | 17.7 | 24.8 | 3.2 |
| Sharpe Ratio | NA | 1.49 | 1.31 | 0.46 | -0.09 | 0.21 | NA | NA | 0.34 | -0.02 | 0.42 | 0.38 | -0.77 | 0.18 | 0.14 | 2.11 | -0.91 | 1.11 | 0.98 | -0.15 | 0.86 | 2.63 | 1.01 | -0.33 | 1.11 | 1.68 | -0.86 | -0.51 | 0.93 | 0.15 | 0.93 | 2.47 | -0.83 | 0.8 | 0.62 | -0.14 | -0.86 | 2.11 | 2.15 | 0.75 | -0.73 | 1.26 | 1.99 | 9388.62 |
| Draw Down(%) | NA | 12.5 | 12.5 | 28.2 | 37.3 | 43.6 | NA | NA | 58.1 | 27.5 | 10.8 | 15.9 | 26.6 | 17.3 | 43.6 | 7.0 | 25.7 | 6.5 | 14.5 | 15.1 | 10.0 | 5.6 | 11.9 | 32.6 | 15.8 | 28.0 | 46.4 | 16.7 | 14.7 | 10.2 | 11.6 | 12.8 | 35.1 | 18.2 | 10.1 | 16.8 | 39.8 | 8.7 | 12.6 | 11.6 | 12.3 | 8.0 | 11.8 | 0.0 |
| Standard Deviation(%) | NA | 22.4 | 20.6 | 21.2 | 22.4 | 22.5 | NA | NA | 20.1 | 25.5 | 18.4 | 17.3 | 25.9 | 22.3 | 41.3 | 13.6 | 16.4 | 10.2 | 16.2 | 15.2 | 13.5 | 13.6 | 15.3 | 30.7 | 21.2 | 33.0 | 41.0 | 19.0 | 15.2 | 14.1 | 15.1 | 15.5 | 23.0 | 20.0 | 19.0 | 11.7 | 18.7 | 11.5 | 9.2 | 11.0 | 12.1 | 12.3 | 11.1 | 0.5 |
| Treynor Ratio | NA | 0.27 | 0.23 | 0.09 | -0.02 | 0.05 | NA | NA | 0.08 | 0.0 | 0.07 | 0.07 | -0.21 | 0.04 | 0.06 | 0.32 | -0.16 | 0.12 | 0.17 | -0.02 | 0.13 | 0.37 | 0.17 | -0.1 | 0.27 | 0.6 | -0.39 | -0.1 | 0.14 | 0.02 | 0.15 | 0.45 | -0.22 | 0.19 | 0.22 | -0.04 | -0.21 | 0.35 | 0.37 | 0.12 | -0.08 | 0.28 | 0.23 | 898.69 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | NA | NA | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | -0.04 | -0.05 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | -0.03 | 0.0 | 0.06 | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.05 | 0.06 | -0.02 | -0.02 | 0.05 | 0.06 | -0.02 | 0.0 | 0.04 | 0.03 | 1.49 |
| Beta | NA | 1.22 | 1.2 | 1.09 | 1.01 | 0.97 | NA | NA | 0.89 | 1.14 | 1.04 | 0.91 | 0.93 | 0.89 | 1.0 | 0.9 | 0.94 | 0.93 | 0.94 | 0.97 | 0.91 | 0.98 | 0.91 | 0.97 | 0.88 | 0.92 | 0.91 | 1.01 | 0.97 | 0.95 | 0.92 | 0.85 | 0.89 | 0.81 | 0.52 | 0.44 | 0.78 | 0.7 | 0.54 | 0.68 | 1.05 | 0.55 | 0.97 | 0.06 |
| RSquared | NA | 0.93 | 0.92 | 0.93 | 0.87 | 0.89 | NA | NA | 0.88 | 0.95 | 0.92 | 0.96 | 0.96 | 0.59 | 0.98 | 0.94 | 0.95 | 0.87 | 0.96 | 0.96 | 0.94 | 0.96 | 0.93 | 0.98 | 0.97 | 0.98 | 0.98 | 0.96 | 0.95 | 0.96 | 0.95 | 0.95 | 0.93 | 0.91 | 0.67 | 0.37 | 0.82 | 0.77 | 0.54 | 0.29 | 0.82 | 0.24 | 0.71 | 1.0 |
| Yield(%) | N/A | 0.0 | 5.4 | 9.4 | 4.0 | 5.9 | 7.1 | 6.6 | N/A | 4.8 | 14.8 | 8.2 | 0.0 | 0.2 | 0.1 | 4.1 | 12.7 | 10.7 | 3.4 | 6.2 | 23.3 | 14.9 | 2.9 | 8.7 | 0.4 | 0.0 | 0.0 | 14.1 | 22.8 | 22.8 | 18.0 | 0.0 | 2.9 | 20.2 | 6.5 | 6.3 | 0.6 | 18.7 | 7.9 | 1.1 | 0.3 | 0.2 | 0.2 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -68.3 | 6410.5 | -20.4 | -44.1 | -34.3 | N/A | N/A | -68.3 | 84.2 | 331233.3 | -99.1 | 88.9 | -95.9 | -76.5 | 19.7 | 264.3 | -50.9 | -76.3 | 81.6 | 473.4 | -72.5 | 2827.3 | N/A | N/A | -100.0 | -43.4 | -15.1 | 19.6 | N/A | -100.0 | -85.4 | 236.6 | -4.0 | 877.5 | -96.7 | 170.0 | 719.5 | 266.7 | 110.0 | 5.3 | -42.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1991
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