Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZSMX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO OPEN SHARES) | 22.77% | 36.36% | 18.35% | -1.60% | 3.68% | 4.87% | 3.43% | … | … |
Data as of 06/05/2026, Common starting date is 04/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZSMX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO OPEN SHARES) | 04/30/1997 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.69 | 36.36 | 18.35 | -1.60 | 3.68 | 4.87 | 3.43 | … | … | 22.77 | 35.61 | -3.91 | 11.27 | -29.70 | -15.52 | 13.16 | 25.65 | -25.03 | 36.29 | -5.00 | 9.47 | -2.93 | 29.53 | 21.97 | -14.28 | 23.12 | 39.00 | -50.04 | -4.11 | 25.97 | 14.37 | 32.15 | 41.71 | -4.42 | -7.98 | -4.84 | 25.55 | 5.23 | 0.80 |
| Sharpe Ratio | NA | 1.73 | 0.92 | -0.19 | 0.11 | NA | NA | … | … | 2.48 | 1.98 | -0.55 | 0.57 | -1.29 | -0.52 | 0.46 | 2.32 | -1.82 | 4.92 | -0.32 | 0.71 | -0.27 | 2.62 | 1.53 | -0.58 | 1.23 | 1.65 | -1.43 | -0.40 | 1.52 | 1.17 | 2.51 | 4.28 | -0.49 | -0.73 | -0.69 | 2.23 | 0.13 | -0.18 |
| Standard Deviation(%) | NA | 19.49 | 16.46 | 21.34 | 19.23 | NA | NA | … | … | 23.72 | 16.61 | 13.76 | 13.45 | 24.23 | 29.77 | 28.10 | 10.40 | 14.55 | 7.28 | 16.31 | 13.31 | 10.74 | 11.26 | 14.40 | 24.87 | 18.66 | 23.64 | 35.54 | 18.04 | 14.87 | 10.33 | 12.41 | 9.58 | 11.25 | 14.46 | 13.12 | 9.94 | 14.08 | 13.75 |
| Draw Down(%) | NA | 12.07 | 16.04 | 58.33 | 58.33 | NA | NA | … | … | 12.07 | 12.69 | 12.57 | 16.14 | 40.40 | 31.41 | 37.99 | 7.50 | 32.28 | 2.71 | 12.99 | 12.13 | 13.95 | 8.32 | 11.95 | 23.92 | 16.55 | 22.65 | 57.49 | 16.62 | 17.83 | 8.67 | 8.13 | 11.65 | 22.09 | 23.66 | 15.56 | 5.37 | 30.09 | 11.47 |
| Yield(%) | 0.00 | 1.81 | 1.85 | 1.27 | 1.99 | 2.23 | 3.56 | … | … | 0.00 | 2.22 | 1.57 | 1.99 | 0.31 | 3.62 | 2.04 | 3.03 | 3.06 | 0.00 | 2.30 | 0.48 | 2.10 | 0.35 | 2.63 | 1.44 | 1.37 | 0.00 | 5.92 | 35.26 | 20.64 | 24.90 | 7.02 | 1.80 | 0.00 | 0.00 | 5.87 | 1.82 | 7.60 | 0.80 |
Data as of 06/05/2026, Common starting date is 04/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZSMX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO OPEN SHARES) |
-21.93%
Feb 2006 – Feb 2009 |
-10.12%
Sep 2017 – Sep 2022 |
-1.67%
Oct 2013 – Oct 2023 |
-1.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZSMX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO OPEN SHARES) |
36.79%
Mar 2003 – Mar 2006 |
24.02%
Oct 2002 – Oct 2007 |
12.37%
Feb 2009 – Feb 2019 |
10.50%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart