LZEMX
Lazard Emerging Markets Equity Portfolio Institutional Shares
Mutual fund
$31.87+0.30 (+0.95%)Close Oct 2, 2026
Jul 15, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $110,413
- CAGR
- +7.74%
- Max drawdown
- −60.08%
- Sharpe ratio
- 0.49
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.73%
- 3M
- +5.90%
- 6M
- +19.16%
- YTD
- +28.57%
- 1Y
- +40.43%
- 3Y
- +29.11%
- 5Y
- +15.06%
- 10Y
- +9.95%
- 15Y
- +7.81%
- 20Y
- +7.26%
- 25Y
- +11.76%
- 30Y
- +7.91%
- Since 1994
- +7.74%
Metrics
Since 1994| Volatility | 18.99% |
|---|---|
| Sortino ratio | 0.67 |
| Calmar ratio | 0.13 |
| Best year, 2009 | +69.82% |
| Worst year, 2008 | −48.01% |
| Positive years | 17 of 31 |
| Longest drawdown | 7.2 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.1% | Oct 2007 | Nov 2008 | Oct 2010 | 2.9 years |
| −56.4% | Jul 1997 | Sep 1998 | Oct 2004 | 7.2 years |
| −44.1% | Jan 2018 | Mar 2020 | Jun 2021 | 3.4 years |
| −40.2% | Sep 2014 | Jan 2016 | Oct 2017 | 3.1 years |
| −34.6% | Oct 1994 | Mar 1995 | Jan 1997 | 2.2 years |
Annual returns
1994 from Jul 15 · 2026 through Oct 2