Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) | 0.49% | 3.13% | 4.11% | 2.04% | 1.71% | 1.47% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) | 03/01/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.13 | 4.11 | 2.04 | 1.71 | 1.47 | NA | … | … | 0.49 | 4.63 | 4.16 | 4.24 | -2.71 | -0.39 | 2.46 | 2.93 | 1.08 | 0.68 | 0.44 | -0.04 | 0.47 | -1.38 | 2.56 | 3.90 |
| Sharpe Ratio | NA | 0.15 | 0.39 | -0.25 | 0.04 | NA | NA | … | … | -0.81 | 0.89 | 0.24 | 0.26 | -2.20 | -0.63 | 2.03 | 1.35 | -0.33 | 0.02 | 0.26 | -0.09 | 0.81 | -0.99 | 1.96 | 3.16 |
| Standard Deviation(%) | NA | 1.75 | 2.10 | 1.96 | 1.53 | NA | NA | … | … | 1.67 | 1.96 | 2.22 | 2.27 | 1.89 | 0.66 | 1.08 | 1.08 | 0.92 | 0.79 | 0.89 | 0.77 | 0.56 | 1.43 | 1.29 | 1.47 |
| Draw Down(%) | NA | 1.04 | 1.04 | 3.98 | 4.07 | NA | NA | … | … | 1.04 | 0.83 | 1.04 | 0.89 | 3.59 | 0.49 | 1.01 | 0.20 | 0.48 | 0.48 | 0.81 | 0.57 | 0.22 | 3.10 | 1.26 | 1.30 |
| Yield(%) | 0.00 | 3.19 | 3.59 | 2.57 | 2.00 | 1.77 | 1.34 | … | … | 1.11 | 3.61 | 3.75 | 3.39 | 1.39 | 0.22 | 1.23 | 2.19 | 1.99 | 1.39 | 0.75 | 0.96 | 0.87 | 1.34 | 1.77 | 1.58 |
Data as of 06/08/2026, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) |
-0.73%
Jun 2020 – Jun 2023 |
-0.16%
Apr 2013 – Apr 2018 |
0.27%
Nov 2012 – Nov 2022 |
1.47%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMNIX (LAZARD US SHORT DURATION FIXED INCOME PORTFOLIO INSTITUTIONAL SHARES) |
4.58%
Feb 2023 – Feb 2026 |
2.11%
Feb 2021 – Feb 2026 |
1.81%
Feb 2016 – Feb 2026 |
1.53%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart