Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LISIX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 7.93% | 17.12% | 12.72% | 4.51% | 7.07% | 6.59% | 5.68% | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LISIX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) | 11/01/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.67 | 17.12 | 12.72 | 4.51 | 7.07 | 6.59 | 5.68 | … | … | 7.93 | 25.69 | -1.42 | 17.08 | -16.89 | 6.06 | 10.58 | 21.56 | -10.48 | 27.85 | -5.17 | -1.70 | -1.48 | 25.02 | 25.01 | -9.70 | 14.44 | 27.76 | -39.98 | 12.88 | 25.87 | 7.90 |
| Sharpe Ratio | NA | 1.27 | 0.76 | 0.18 | 0.36 | NA | NA | … | … | 1.49 | 1.58 | -0.39 | 1.09 | -0.84 | 0.48 | 0.34 | 1.93 | -0.93 | 3.72 | -0.33 | -0.12 | -0.14 | 1.98 | 1.58 | -0.36 | 0.63 | 1.03 | -1.12 | 0.59 | 1.59 | 5.95 |
| Standard Deviation(%) | NA | 15.00 | 14.41 | 15.86 | 16.55 | NA | NA | … | … | 19.81 | 14.48 | 12.91 | 12.39 | 21.94 | 12.53 | 30.27 | 10.41 | 12.86 | 7.35 | 16.56 | 14.77 | 10.70 | 12.62 | 15.97 | 26.89 | 22.78 | 26.98 | 36.32 | 16.62 | 14.16 | 9.54 |
| Draw Down(%) | NA | 12.28 | 14.66 | 32.52 | 36.01 | NA | NA | … | … | 12.28 | 13.31 | 10.05 | 12.51 | 28.38 | 10.28 | 36.01 | 7.79 | 19.38 | 2.22 | 11.48 | 16.24 | 11.71 | 9.47 | 13.69 | 23.88 | 18.77 | 26.47 | 50.60 | 12.12 | 15.92 | 2.05 |
| Yield(%) | 0.00 | 24.20 | 13.21 | 7.99 | 6.98 | 6.28 | 5.46 | … | … | 0.00 | 28.05 | 11.90 | 1.68 | 1.14 | 8.60 | 1.10 | 2.23 | 7.33 | 1.63 | 1.52 | 1.13 | 3.75 | 1.48 | 1.17 | 1.30 | 1.38 | 2.41 | 1.87 | 10.46 | 8.31 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISIX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
-13.82%
Feb 2006 – Feb 2009 |
-3.73%
May 2007 – May 2012 |
2.53%
Dec 2006 – Dec 2016 |
2.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISIX (LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO INSTITUTIONAL SHARES) |
22.25%
Feb 2009 – Feb 2012 |
20.97%
Feb 2009 – Feb 2014 |
11.46%
Feb 2009 – Feb 2019 |
9.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart