Lazard Equity Financial Statements From 2010 to 2026
| LZFIX Fund | USD 7.12 0.06 0.84% |
Check Lazard Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Lazard Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Lazard financial statements analysis is a perfect complement when working with Lazard Equity Valuation or Volatility modules.
Lazard |
Lazard Equity Franchise Mutual Fund Year To Date Return Analysis
Lazard Equity's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lazard Equity Year To Date Return | 1.25 % |
Most of Lazard Equity's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lazard Equity Franchise is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Lazard Equity Franchise has a Year To Date Return of 1.25%. This is much higher than that of the Lazard family and significantly higher than that of the World Small/Mid Stock category. The year to date return for all United States funds is notably lower than that of the firm.
Lazard Equity Franchise Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Equity's current stock value. Our valuation model uses many indicators to compare Lazard Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lazard Equity competition to find correlations between indicators driving Lazard Equity's intrinsic value. More Info.Lazard Equity Franchise is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 19.97 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lazard Equity's earnings, one of the primary drivers of an investment's value.About Lazard Equity Financial Statements
Lazard Equity investors use historical fundamental indicators, such as Lazard Equity's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Lazard Equity. Please read more on our technical analysis and fundamental analysis pages.
The Portfolio invests primarily in equity securities, principally common stocks, of U.S. and non-U.S. companies, including those in emerging markets. It normally invests in equity securities listed on a national or other recognized securities exchange of companies that the Investment Manager considers to have an economic franchise, meaning companies that have historically shown an ability to generate unleveraged returns, at or above their cost of capital, for long periods of time. The Portfolio may invest in the equity securities of any size company. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Lazard Mutual Fund
Lazard Equity financial ratios help investors to determine whether Lazard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lazard with respect to the benefits of owning Lazard Equity security.
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