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Lazard Developing Markets Equity Portfolio Institutiona Shares LDMIX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LDMIX | Replication |
|---|---|---|
| Annualized growth | 8.2% | 7.8% |
| Annualized volatility | 18.5% | 15.2% |
| Sharpe ratio | 0.52 | 0.57 |
| Maximum drawdown | 35.0% | 28.7% |
| Replication fit (R²) | 0.87 · Tracking error 6.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model LDMIX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VWO | Emerging Markets | 88.0% |
| XLK | Sector · Technology | 8.6% |
| MTUM | Factor · Momentum | 3.4% |