LGI vs. CCI
LGI (Lazard Global Total Return and Income Fund) is Global Allocation fund managed by Lazard, while CCI (Crown Castle Inc.) is a stock. Over the past 10 years, LGI returned 12.91%/yr vs 1.95%/yr for CCI. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
LGI vs. CCI - Performance Comparison
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Returns By Period
In the year-to-date period, LGI achieves a 10.46% return, which is significantly higher than CCI's -11.55% return. Over the past 10 years, LGI has outperformed CCI with an annualized return of 12.91%, while CCI has yielded a comparatively lower 1.95% annualized return.
LGI
- 1D
- 0.22%
- 1M
- -1.72%
- 6M
- 2.85%
- YTD
- 10.46%
- 1Y
- 20.52%
- 3Y*
- 16.98%
- 5Y*
- 6.84%
- 10Y*
- 12.91%
- ALL TIME*
- 8.36%
CCI
- 1D
- 0.58%
- 1M
- 0.18%
- 6M
- -7.48%
- YTD
- -11.55%
- 1Y
- -24.75%
- 3Y*
- -4.52%
- 5Y*
- -12.94%
- 10Y*
- 1.95%
- ALL TIME*
- 8.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $378.22M | $330.45M | $361.72M | |
| $696.26K | $637.90K | $669.54K |
LGI vs. CCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGI Lazard Global Total Return and Income Fund | 10.46% | 21.36% | 14.00% | 12.89% | -20.57% | 25.28% | 17.04% | 30.25% | -10.51% | 39.37% |
CCI Crown Castle Inc. | -11.55% | 2.96% | -16.39% | -10.24% | -32.57% | 35.08% | 15.49% | 35.45% | 1.75% | 32.97% |
Correlation
The correlation between LGI and CCI is -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since May 6, 2004 | 0.34 |
The correlation between LGI and CCI shifts across timeframes, from -0.10 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LGI vs. CCI — Risk / Return Rank
LGI
CCI
LGI vs. CCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Total Return and Income Fund (LGI) and Crown Castle Inc. (CCI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGI | CCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.09 | ||
| Sortino ratioReturn per unit of downside risk | +2.79 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.87 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | -0.90 | +1.87 |
| Martin ratioReturn relative to average drawdown | 3.37 | -1.57 | +4.94 |
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Drawdowns
LGI vs. CCI - Drawdown Comparison
The maximum LGI drawdown since its inception was -63.34%, smaller than the maximum CCI drawdown of -97.52%. Use the drawdown chart below to compare losses from any high point for LGI and CCI.
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Drawdown Indicators
| LGI | CCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.34% | -97.52% | +34.18% |
Max Drawdown (1Y)Largest decline over 1 year | -21.25% | -27.52% | +6.27% |
Max Drawdown (3Y)Largest decline over 3 years | -21.95% | -32.53% | +10.58% |
Max Drawdown (5Y)Largest decline over 5 years | -32.84% | -55.49% | +22.65% |
Max Drawdown (10Y)Largest decline over 10 years | -42.94% | -55.49% | +12.55% |
Current DrawdownCurrent decline from peak | -4.55% | -53.92% | +49.37% |
Average DrawdownAverage peak-to-trough decline | -10.90% | -26.05% | +15.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.10% | 15.77% | -9.67% |
Volatility
LGI vs. CCI - Volatility Comparison
The current volatility for Lazard Global Total Return and Income Fund (LGI) is 4.06%, while Crown Castle Inc. (CCI) has a volatility of 9.89%. This indicates that LGI experiences smaller price fluctuations and is considered to be less risky than CCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGI | CCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 9.89% | -5.83% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 25.37% | -10.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 29.19% | -12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.35% | 27.23% | -7.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 26.34% | -6.33% |
Dividends
LGI vs. CCI - Dividend Comparison
LGI's dividend yield for the trailing twelve months is around 9.96%, more than CCI's 5.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCI Crown Castle Inc. | 5.54% | 5.35% | 6.90% | 5.43% | 4.41% | 2.62% | 3.10% | 3.22% | 3.94% | 3.51% | 4.15% | 3.87% |
LGI Lazard Global Total Return and Income Fund | 9.96% | 10.08% | 9.19% | 7.32% | 10.22% | 9.77% | 7.17% | 6.44% | 19.88% | 5.46% | 6.94% | 8.52% |
Frequently Asked Questions
LGI and CCI have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CCI has higher volatility (9.89%) compared to LGI (4.06%). In terms of maximum drawdown, LGI dropped -63.34% vs CCI's -97.52%.
LGI currently has the higher Sharpe Ratio (1.24 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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