Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMBIX (LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO INSTITUTIONAL SHARES) | NA | 21.59% | -0.12% | 3.35% | 0.85% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMBIX (LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO INSTITUTIONAL SHARES) | 06/02/2010 | 10/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.59 | -0.12 | 3.35 | 0.85 | NA | NA | … | … | 7.13 | -19.04 | -5.54 | 14.73 | 24.21 | -21.05 | 35.98 | 13.11 | -12.74 | -8.65 | -1.14 | 18.19 | -20.43 | 23.18 |
| Sharpe Ratio | NA | 1.35 | -0.11 | 0.10 | 0.00 | NA | NA | … | … | 0.45 | -1.04 | -0.39 | 0.48 | 1.73 | -1.32 | 3.74 | 0.73 | -0.74 | -0.64 | -0.09 | 1.16 | -0.81 | 2.91 |
| Standard Deviation(%) | NA | 12.26 | 15.48 | 19.15 | 17.21 | NA | NA | … | … | 10.00 | 19.67 | 14.30 | 30.23 | 13.21 | 16.92 | 9.50 | 17.74 | 17.32 | 13.45 | 13.36 | 15.84 | 25.11 | 14.63 |
| Draw Down(%) | NA | 9.98 | 38.01 | 38.01 | 41.26 | NA | NA | … | … | 9.98 | 31.24 | 16.02 | 37.07 | 11.50 | 29.15 | 4.44 | 12.08 | 24.93 | 19.30 | 14.49 | 17.82 | 29.47 | 6.21 |
| Yield(%) | 0.00 | 3.50 | 1.90 | 2.17 | 1.54 | 1.37 | 1.03 | … | … | 0.00 | 2.49 | 1.18 | 1.37 | 2.62 | 1.41 | 1.26 | 0.58 | 1.98 | 1.95 | 1.18 | 1.06 | 1.04 | 0.16 |
Data as of 10/30/2023, Common starting date is 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBIX (LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO INSTITUTIONAL SHARES) |
-10.27%
Feb 2013 – Feb 2016 |
-6.08%
Feb 2011 – Feb 2016 |
-0.35%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBIX (LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO INSTITUTIONAL SHARES) |
13.53%
Feb 2016 – Feb 2019 |
13.89%
Feb 2016 – Feb 2021 |
4.83%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart