Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) | 8.81% | 17.61% | 14.18% | 11.19% | 10.21% | 11.05% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) | 01/06/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 17.61 | 14.18 | 11.19 | 10.21 | 11.05 | NA | … | … | 8.81 | 23.53 | 6.43 | 10.58 | -1.59 | 19.60 | -4.60 | 21.96 | -4.07 | 19.61 | 9.01 | 9.05 | 17.51 | 26.24 | 17.55 | -1.97 | 5.24 |
| Sharpe Ratio | NA | 1.38 | 1.03 | 0.80 | 0.64 | NA | NA | … | … | 1.36 | 2.15 | 0.28 | 0.68 | -0.23 | 2.15 | -0.18 | 2.02 | -0.46 | 2.24 | 0.68 | 0.70 | 1.76 | 2.88 | 1.61 | -0.12 | 0.38 |
| Standard Deviation(%) | NA | 10.82 | 10.65 | 11.01 | 13.35 | NA | NA | … | … | 14.15 | 9.64 | 10.18 | 10.34 | 13.14 | 9.12 | 27.01 | 10.12 | 11.81 | 8.50 | 12.96 | 12.84 | 9.96 | 9.09 | 11.00 | 16.40 | 13.78 |
| Draw Down(%) | NA | 9.01 | 10.07 | 17.14 | 29.57 | NA | NA | … | … | 9.01 | 5.88 | 6.68 | 10.07 | 17.14 | 4.48 | 29.57 | 5.03 | 10.25 | 5.63 | 8.56 | 11.45 | 7.00 | 8.24 | 7.13 | 14.82 | 10.60 |
| Yield(%) | 0.00 | 6.63 | 4.78 | 6.59 | 6.97 | 8.82 | 7.26 | … | … | 0.64 | 6.98 | 4.08 | 2.86 | 12.42 | 6.74 | 2.22 | 4.86 | 11.80 | 6.79 | 3.38 | 10.71 | 13.02 | 6.03 | 5.19 | 3.35 | 1.93 |
Data as of 06/05/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) |
1.21%
Oct 2017 – Oct 2020 |
3.69%
Sep 2017 – Sep 2022 |
7.76%
Jun 2014 – Jun 2024 |
10.08%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLFOX (LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO OPEN SHARES) |
24.07%
May 2012 – May 2015 |
19.95%
May 2012 – May 2017 |
13.10%
May 2012 – May 2022 |
11.46%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart