Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) | 6.31% | 18.94% | 17.24% | 8.05% | 7.75% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) | 04/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.93 | 18.94 | 17.24 | 8.05 | 7.75 | NA | NA | … | … | 6.31 | 19.82 | 6.00 | 16.55 | -14.84 | 6.17 | 8.91 | 21.18 | -13.72 | 22.85 | -4.17 | -5.06 |
| Sharpe Ratio | NA | 1.45 | 1.15 | 0.42 | 0.41 | NA | NA | … | … | 1.29 | 0.95 | 0.20 | 1.06 | -0.76 | 0.51 | 0.30 | 1.94 | -1.22 | 2.95 | -0.26 | -0.44 |
| Standard Deviation(%) | NA | 13.96 | 13.47 | 15.20 | 15.98 | NA | NA | … | … | 17.34 | 18.17 | 11.74 | 12.26 | 21.43 | 12.05 | 29.18 | 10.14 | 12.45 | 7.57 | 16.95 | 15.33 |
| Draw Down(%) | NA | 11.87 | 13.68 | 30.28 | 35.04 | NA | NA | … | … | 11.87 | 13.68 | 9.51 | 11.31 | 28.11 | 7.94 | 34.53 | 7.67 | 21.57 | 2.59 | 11.95 | 14.17 |
| Yield(%) | 0.00 | 12.35 | 9.23 | 7.84 | 6.24 | 4.01 | 3.01 | … | … | 0.00 | 14.87 | 8.87 | 4.28 | 5.07 | 15.99 | 1.12 | 2.49 | 6.30 | 1.73 | 1.09 | 0.72 |
Data as of 06/05/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) |
-3.21%
Sep 2019 – Sep 2022 |
-1.44%
Sep 2017 – Sep 2022 |
5.16%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIEX (LAZARD INTERNATIONAL EQUITY PORTFOLIO R6 SHARES) |
22.97%
Sep 2022 – Sep 2025 |
11.89%
Oct 2020 – Oct 2025 |
9.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart