Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEAOX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO OPEN SHARES) | NA | 4.59% | 18.83% | 10.73% | 6.62% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEAOX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO OPEN SHARES) | 06/01/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.59 | 18.83 | 10.73 | 6.62 | NA | NA | … | … | 8.47 | 11.49 | 19.52 | -13.77 | 13.81 | 5.14 | 17.03 | -16.52 | 24.61 | -1.42 | -6.80 |
| Sharpe Ratio | NA | 0.17 | 1.19 | 0.59 | 0.32 | NA | NA | … | … | 1.07 | 0.63 | 1.29 | -0.71 | 1.08 | 0.17 | 1.43 | -1.34 | 3.13 | -0.09 | -0.64 |
| Standard Deviation(%) | NA | 9.25 | 12.92 | 14.50 | 16.17 | NA | NA | … | … | 8.35 | 12.50 | 12.37 | 21.60 | 12.73 | 29.08 | 10.86 | 13.45 | 7.69 | 19.19 | 17.74 |
| Draw Down(%) | NA | 7.61 | 9.68 | 29.01 | 38.31 | NA | NA | … | … | 3.54 | 9.13 | 9.68 | 28.68 | 7.55 | 33.43 | 9.46 | 24.72 | 2.90 | 13.79 | 14.62 |
| Yield(%) | 0.00 | 4.44 | 3.55 | 3.71 | 3.10 | 1.82 | 1.36 | … | … | 0.00 | 5.34 | 0.45 | 2.84 | 5.14 | 1.78 | 2.21 | 3.79 | 2.03 | 1.87 | 1.09 |
Data as of 09/23/2025, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEAOX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO OPEN SHARES) |
-4.54%
Oct 2017 – Oct 2020 |
-2.53%
Sep 2017 – Sep 2022 |
5.38%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEAOX (LAZARD INTERNATIONAL EQUITY ADVANTAGE PORTFOLIO OPEN SHARES) |
15.65%
Aug 2022 – Aug 2025 |
13.90%
Mar 2020 – Mar 2025 |
6.15%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
