Lazard Global Listed Fund Manager Performance Evaluation
| GLIFX Fund | USD 16.34 0.02 0.12% |
The fund secures a Beta (Market Risk) of 0.28, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lazard Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Global is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Global Listed are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Lazard Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Lazard Global Listed Infrastructure Portfolio Q2 2024 Commentary - Seeking Alpha | 09/30/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9700 |
Lazard |
Lazard Global Relative Risk vs. Return Landscape
If you would invest 1,615 in Lazard Global Listed on August 30, 2024 and sell it today you would earn a total of 19.00 from holding Lazard Global Listed or generate 1.18% return on investment over 90 days. Lazard Global Listed is currently producing 0.0199% returns and takes up 0.5778% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Lazard, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lazard Global Current Valuation
Fairly Valued
Today
Please note that Lazard Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Global Listed secures a last-minute Real Value of $16.29 per share. The latest price of the fund is $16.34. We determine the value of Lazard Global Listed from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lazard Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.34 | Real 16.29 | Hype 16.34 | Naive 16.76 |
The intrinsic value of Lazard Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lazard Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lazard Global Listed helps investors to forecast how Lazard mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lazard Global more accurately as focusing exclusively on Lazard Global's fundamentals will not take into account other important factors: Lazard Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Global Listed, and traders can use it to determine the average amount a Lazard Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0345
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GLIFX |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Lazard Global is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lazard Global by adding it to a well-diversified portfolio.
Lazard Global Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Global, and Lazard Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lazard Mutual Fund performance.
| Price To Earning | 18.64 X | ||||
| Price To Book | 2.15 X | ||||
| Price To Sales | 2.31 X | ||||
| Total Asset | 8.4 B | ||||
About Lazard Global Performance
Evaluating Lazard Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lazard Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities, principally common stocks, of infrastructure companies and concentrates its investments in industries represented by infrastructure companies. It invests at least 80 percent of its assets in equity securities of infrastructure companies, which consist of utilities, pipelines, toll roads, airports, railroads, ports, telecommunications and other infrastructure companies, with securities listed on a national or other recognized securities exchange.Things to note about Lazard Global Listed performance evaluation
Checking the ongoing alerts about Lazard Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Global Listed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 10.45% of its assets under management (AUM) in cash |
- Analyzing Lazard Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lazard Global's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lazard Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Global's mutual fund. These opinions can provide insight into Lazard Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Global 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 Global security.
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