Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LREOX (LAZARD US REALTY EQUITY PORTFOLIO OPEN SHARES) | NA | -23.37% | -2.76% | 3.30% | 4.34% | NA | NA | … | … |
Data as of 03/02/2023, Common starting date is 12/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LREOX (LAZARD US REALTY EQUITY PORTFOLIO OPEN SHARES) | 12/17/2009 | 03/02/2023 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | -23.37 | -2.76 | 3.30 | 4.34 | NA | NA | … | … | 4.14 | -34.74 | 31.04 | -10.69 | 29.43 | -8.06 | 7.69 | 4.99 | 4.34 | 25.09 | 1.76 | 20.58 | 9.91 | 19.52 | -5.30 |
| Sharpe Ratio | NA | -0.95 | -0.11 | 0.09 | 0.18 | NA | NA | … | … | 0.99 | -1.33 | 3.52 | -0.23 | 2.29 | -0.61 | 0.73 | 0.29 | 0.27 | 2.33 | 0.12 | 1.59 | 0.29 | 0.64 | -1.82 |
| Standard Deviation(%) | NA | 27.28 | 31.96 | 26.14 | 20.90 | NA | NA | … | … | 21.46 | 27.26 | 14.50 | 46.94 | 12.23 | 15.46 | 9.71 | 16.65 | 16.09 | 10.76 | 14.54 | 13.01 | 34.12 | 30.21 | 42.93 |
| Draw Down(%) | NA | 33.21 | 39.27 | 42.78 | 42.78 | NA | NA | … | … | 8.64 | 35.73 | 5.41 | 42.78 | 5.01 | 14.27 | 5.38 | 13.47 | 12.66 | 5.99 | 15.85 | 8.09 | 26.01 | 19.97 | 7.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.76 | 5.09 | 5.98 | 4.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 15.73 | 3.46 | 9.99 | 2.73 | 8.01 | 2.57 | 9.11 | 3.57 | 21.69 | 0.28 | 1.07 |
Data as of 03/02/2023, Common starting date is 12/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LREOX (LAZARD US REALTY EQUITY PORTFOLIO OPEN SHARES) |
-4.84%
Dec 2019 – Dec 2022 |
0.50%
Dec 2017 – Dec 2022 |
4.41%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LREOX (LAZARD US REALTY EQUITY PORTFOLIO OPEN SHARES) |
19.77%
Sep 2011 – Sep 2014 |
17.00%
Jan 2010 – Jan 2015 |
11.79%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart