Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RALOX (Lazard Real Assets and Pricing Opport Po) | 12.37% | 23.85% | 14.28% | 7.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RALOX (Lazard Real Assets and Pricing Opport Po) | 01/13/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 23.85 | 14.28 | 7.29 | NA | NA | NA | … | … | 12.37 | 18.54 | 5.63 | 4.16 | -9.22 | 22.00 | 0.33 | 15.81 | -7.78 | 8.73 |
| Sharpe Ratio | NA | 2.41 | 1.08 | 0.40 | NA | NA | NA | … | … | 2.88 | 1.45 | 0.22 | 0.05 | -0.62 | 2.52 | 0.00 | 2.49 | -1.20 | 2.18 |
| Standard Deviation(%) | NA | 8.80 | 10.19 | 11.84 | NA | NA | NA | … | … | 9.98 | 10.86 | 9.25 | 10.85 | 17.19 | 8.72 | 18.65 | 5.76 | 7.64 | 3.86 |
| Draw Down(%) | NA | 5.51 | 9.38 | 22.31 | NA | NA | NA | … | … | 5.51 | 9.38 | 7.76 | 10.32 | 20.88 | 3.68 | 24.08 | 3.13 | 11.10 | 2.09 |
| Yield(%) | 0.00 | 10.37 | 6.00 | 6.34 | 4.99 | 3.33 | 2.50 | … | … | 1.58 | 10.33 | 2.88 | 2.74 | 6.22 | 12.70 | 3.36 | 2.29 | 4.40 | 2.44 |
Data as of 06/05/2026, Common starting date is 01/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALOX (Lazard Real Assets and Pricing Opport Po) |
-1.41%
Mar 2017 – Mar 2020 |
2.95%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALOX (Lazard Real Assets and Pricing Opport Po) |
14.99%
May 2023 – May 2026 |
9.92%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart