EQIIX vs. LZEMX
Compare and contrast key facts about Allspring Emerging Markets Equity Income Fund (EQIIX) and Lazard Emerging Markets Equity Portfolio (LZEMX).
EQIIX is managed by Allspring Global Investments. It was launched on May 30, 2012. LZEMX is managed by Lazard. It was launched on Jul 14, 1994.
Performance
EQIIX vs. LZEMX - Performance Comparison
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EQIIX vs. LZEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQIIX Allspring Emerging Markets Equity Income Fund | 3.91% | 28.19% | 10.95% | 12.25% | -17.91% | 3.12% | 7.70% | 16.90% | -11.38% | 24.97% |
LZEMX Lazard Emerging Markets Equity Portfolio | 6.61% | 41.35% | 7.60% | 22.44% | -14.86% | 5.37% | -0.07% | 18.06% | -18.11% | 28.02% |
Returns By Period
In the year-to-date period, EQIIX achieves a 3.91% return, which is significantly lower than LZEMX's 6.61% return. Over the past 10 years, EQIIX has underperformed LZEMX with an annualized return of 7.17%, while LZEMX has yielded a comparatively higher 9.39% annualized return.
EQIIX
- 1D
- 1.99%
- 1M
- -9.94%
- YTD
- 3.91%
- 6M
- 7.26%
- 1Y
- 31.22%
- 3Y*
- 16.43%
- 5Y*
- 5.62%
- 10Y*
- 7.17%
LZEMX
- 1D
- 1.54%
- 1M
- -7.29%
- YTD
- 6.61%
- 6M
- 16.90%
- 1Y
- 40.50%
- 3Y*
- 22.54%
- 5Y*
- 11.01%
- 10Y*
- 9.39%
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EQIIX vs. LZEMX - Expense Ratio Comparison
EQIIX has a 1.22% expense ratio, which is higher than LZEMX's 1.06% expense ratio.
Return for Risk
EQIIX vs. LZEMX — Risk / Return Rank
EQIIX
LZEMX
EQIIX vs. LZEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Emerging Markets Equity Income Fund (EQIIX) and Lazard Emerging Markets Equity Portfolio (LZEMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EQIIX | LZEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 2.95 | -1.03 |
Sortino ratioReturn per unit of downside risk | 2.44 | 3.72 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.57 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 3.86 | -1.60 |
Martin ratioReturn relative to average drawdown | 8.95 | 14.21 | -5.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EQIIX | LZEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 2.95 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.78 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.39 | +0.03 |
Correlation
The correlation between EQIIX and LZEMX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EQIIX vs. LZEMX - Dividend Comparison
EQIIX's dividend yield for the trailing twelve months is around 2.48%, more than LZEMX's 1.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQIIX Allspring Emerging Markets Equity Income Fund | 2.48% | 2.58% | 2.08% | 2.53% | 2.70% | 2.92% | 1.79% | 2.46% | 2.87% | 1.80% | 2.77% | 2.38% |
LZEMX Lazard Emerging Markets Equity Portfolio | 1.92% | 2.05% | 3.11% | 3.76% | 5.92% | 4.89% | 2.11% | 2.45% | 2.10% | 1.99% | 1.48% | 2.14% |
Drawdowns
EQIIX vs. LZEMX - Drawdown Comparison
The maximum EQIIX drawdown since its inception was -38.13%, smaller than the maximum LZEMX drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for EQIIX and LZEMX.
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Drawdown Indicators
| EQIIX | LZEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.13% | -60.08% | +21.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -10.42% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.92% | -30.55% | -0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -38.13% | -44.08% | +5.95% |
Current DrawdownCurrent decline from peak | -12.00% | -9.04% | -2.96% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -16.71% | +6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.89% | +0.59% |
Volatility
EQIIX vs. LZEMX - Volatility Comparison
Allspring Emerging Markets Equity Income Fund (EQIIX) has a higher volatility of 8.07% compared to Lazard Emerging Markets Equity Portfolio (LZEMX) at 6.23%. This indicates that EQIIX's price experiences larger fluctuations and is considered to be riskier than LZEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQIIX | LZEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 6.23% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 9.72% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 14.30% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 14.11% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 16.34% | -0.26% |