Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RALYX (Lazard Real Assets Portfolio R6 Shares) | 10.84% | 22.48% | 14.05% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RALYX (Lazard Real Assets Portfolio R6 Shares) | 07/22/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 22.48 | 14.05 | NA | NA | NA | NA | … | … | 10.84 | 18.81 | 6.18 | 4.38 | -5.98 |
| Sharpe Ratio | NA | 2.14 | 1.05 | NA | NA | NA | NA | … | … | 2.24 | 1.48 | 0.27 | 0.07 | -0.86 |
| Standard Deviation(%) | NA | 9.28 | 10.32 | NA | NA | NA | NA | … | … | 10.97 | 10.78 | 9.30 | 10.80 | 17.94 |
| Draw Down(%) | NA | 6.88 | 9.30 | NA | NA | NA | NA | … | … | 6.88 | 9.30 | 7.68 | 10.24 | 15.80 |
| Yield(%) | 0.00 | 8.94 | 5.68 | 4.26 | 2.13 | 1.42 | 1.07 | … | … | 0.00 | 10.58 | 3.21 | 3.06 | 6.07 |
Data as of 06/05/2026, Common starting date is 07/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALYX (Lazard Real Assets Portfolio R6 Shares) |
4.89%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALYX (Lazard Real Assets Portfolio R6 Shares) |
14.77%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart