Lazard Equity Centrated Fund Manager Performance Evaluation
| LEVOX Fund | USD 10.07 0.06 0.60% |
The fund secures a Beta (Market Risk) of 0.98, which conveys possible diversification benefits within a given portfolio. Lazard Equity returns are very sensitive to returns on the market. As the market goes up or down, Lazard Equity is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Equity Centrated are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Lazard Equity may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0800 |
Lazard |
Lazard Equity Relative Risk vs. Return Landscape
If you would invest 942.00 in Lazard Equity Centrated on September 1, 2024 and sell it today you would earn a total of 65.00 from holding Lazard Equity Centrated or generate 6.9% return on investment over 90 days. Lazard Equity Centrated is currently producing 0.1108% returns and takes up 0.987% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Lazard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lazard Equity Current Valuation
Fairly Valued
Today
Please note that Lazard Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Equity Centrated secures a last-minute Real Value of $9.99 per share. The latest price of the fund is $10.07. We determine the value of Lazard Equity Centrated 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Equity'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 10.07 | Real 9.99 | Hype 10.07 | Naive 10.34 |
The intrinsic value of Lazard Equity'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 Equity'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 Equity Centrated 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 Equity more accurately as focusing exclusively on Lazard Equity's fundamentals will not take into account other important factors: Lazard Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Equity Centrated, and traders can use it to determine the average amount a Lazard Equity'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 = 0.1122
| Best Portfolio | Best Equity | |||
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| Cash | LEVOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Lazard Equity is performing at about 8% 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 Equity by adding it to a well-diversified portfolio.
Lazard Equity Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Equity, and Lazard Equity 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 | 5.36 X | ||||
| Price To Book | 2.82 X | ||||
| Price To Sales | 2.03 X | ||||
| Total Asset | 26.33 M | ||||
About Lazard Equity Performance
Evaluating Lazard Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Equity 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 Equity 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 Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than 350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the SP 500 Index, the Russell 1000 Index and the Russell 3000 Index. Under normal circumstances, the Portfolio invests at least 80 percent of its assets in equity securities of U.S. companies. The fund is non-diversified.Things to note about Lazard Equity Centrated performance evaluation
Checking the ongoing alerts about Lazard Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Equity Centrated help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lazard Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard Equity's mutual fund performance include:- Analyzing Lazard Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Equity's mutual fund. These opinions can provide insight into Lazard Equity's potential for growth and whether the stock is currently undervalued or overvalued.
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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