Lazard Capital Allocator Fund Manager Performance Evaluation
| LCAOX Fund | USD 11.12 0.02 0.18% |
The fund secures a Beta (Market Risk) of 0.67, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lazard Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Capital is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Capital Allocator are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Lazard Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.5900 |
Lazard |
Lazard Capital Relative Risk vs. Return Landscape
If you would invest 1,070 in Lazard Capital Allocator on August 30, 2024 and sell it today you would earn a total of 42.00 from holding Lazard Capital Allocator or generate 3.93% return on investment over 90 days. Lazard Capital Allocator is currently producing 0.0633% returns and takes up 0.6688% 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 Capital Current Valuation
Fairly Valued
Today
Please note that Lazard Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Capital Allocator secures a last-minute Real Value of $11.02 per share. The latest price of the fund is $11.12. We determine the value of Lazard Capital Allocator 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Capital'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 11.12 | Real 11.02 | Hype 11.12 |
The intrinsic value of Lazard Capital'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 Capital'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 Capital Allocator 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 Capital more accurately as focusing exclusively on Lazard Capital's fundamentals will not take into account other important factors: Lazard Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Capital Allocator, and traders can use it to determine the average amount a Lazard Capital'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 = 0.0947
| Best Portfolio | Best Equity | |||
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| Cash | LCAOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Lazard Capital is performing at about 7% 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 Capital by adding it to a well-diversified portfolio.
Lazard Capital Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Capital, and Lazard Capital 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 | 17.58 X | ||||
| Price To Book | 1.95 X | ||||
| Price To Sales | 1.21 X | ||||
| Total Asset | 120 K | ||||
About Lazard Capital Performance
Evaluating Lazard Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Capital 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 Capital 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 utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. The Portfolio invests primarily in exchange-traded open-end management investment companies , generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.Things to note about Lazard Capital Allocator performance evaluation
Checking the ongoing alerts about Lazard Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Capital Allocator help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 29.41% of its assets in cash |
- Analyzing Lazard Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Capital's mutual fund. These opinions can provide insight into Lazard Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Capital 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 Capital security.
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