Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSTOX (Lazard Global Strategic Equity Portfolio Open Shares) | NA | 9,334.80% | 344.81% | 166.75% | NA | NA | NA | … | … |
Data as of 05/14/2024, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSTOX (Lazard Global Strategic Equity Portfolio Open Shares) | 09/02/2014 | 05/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9,334.80 | 344.81 | 166.75 | NA | NA | NA | … | … | 8,521.73 | 15.42 | -19.22 | 15.95 | 27.52 | 28.98 | -9.42 | 24.85 | -0.45 | -2.16 | -0.46 |
| Sharpe Ratio | NA | 21.30 | 1.34 | 0.83 | NA | NA | NA | … | … | 24,203.92 | 0.94 | -0.90 | 1.21 | 0.88 | 2.34 | -0.66 | 3.40 | -0.05 | -0.15 | -0.11 |
| Standard Deviation(%) | NA | 441.15 | 255.51 | 198.29 | NA | NA | NA | … | … | 726.02 | 12.66 | 23.05 | 13.12 | 30.83 | 11.76 | 16.35 | 7.15 | 14.76 | 14.30 | 12.57 |
| Draw Down(%) | NA | 12.19 | 29.74 | 32.71 | NA | NA | NA | … | … | 6.44 | 12.19 | 29.19 | 7.87 | 32.71 | 5.53 | 19.47 | 2.53 | 10.55 | 12.21 | 8.26 |
| Yield(%) | 0.00 | 113.26 | 35.21 | 150.53 | 24.09 | 16.06 | 12.05 | … | … | 105.11 | 0.20 | 0.22 | 4.53 | 20.49 | 3.15 | 21.50 | 99.11 | 0.38 | 0.56 | 0.14 |
Data as of 05/14/2024, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSTOX (Lazard Global Strategic Equity Portfolio Open Shares) |
2.63%
Dec 2020 – Dec 2023 |
2.45%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSTOX (Lazard Global Strategic Equity Portfolio Open Shares) |
343.19%
Apr 2021 – Apr 2024 |
165.06%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart