Lazard Global Total Fund Manager Performance Evaluation
| LGI Fund | USD 18.84 0.01 0.05% |
The fund secures a Beta (Market Risk) of 0.51, which conveys possible diversification benefits within a given portfolio. 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
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Global Total are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly weak technical and fundamental indicators, Lazard Global demonstrated solid returns over the last few months and may actually be approaching a breakup point.
...more1 | LGI unveils insured physical gold fund in Singapore - Fund Selector Asia | 11/25/2025 |
2 | Lion Global Investors Launches Singapores First Insured Physical Gold Fund - Hubbis | 12/01/2025 |
3 | LGI A NAV-Driven Equity CEF, Not An Income Fund - Seeking Alpha | 01/12/2026 |
Lazard |
Lazard Global Relative Risk vs. Return Landscape
If you would invest 1,632 in Lazard Global Total on November 18, 2025 and sell it today you would earn a total of 252.00 from holding Lazard Global Total or generate 15.44% return on investment over 90 days. Lazard Global Total is generating 0.2381% of daily returns assuming volatility of 0.7016% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Lazard, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Lazard Global Current Valuation
Undervalued
Today
Please note that Lazard Global's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Lazard Global Total secures a last-minute Real Value of $20.18 per share. The latest price of the fund is $18.84. We determine the value of Lazard Global Total from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and trading away overvalued funds since, at some point, 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 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 18.84 | Real 20.18 | Hype 18.84 |
The intrinsic value of Lazard Global's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Lazard Global's stock price.
Estimating the potential upside or downside of Lazard Global Total helps investors to forecast how Lazard 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 Target Price Odds to finish over Current Price
The tendency of Lazard Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.84 | 90 days | 18.84 | under 4 |
Based on a normal probability distribution, the odds of Lazard Global to move above the current price in 90 days from now is under 4 (This Lazard Global Total probability density function shows the probability of Lazard Fund to fall within a particular range of prices over 90 days) .
Lazard Global Price Density |
| Price |
Predictive Modules for Lazard Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Lazard Global Total. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Lazard Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Lazard Global is not an exception. The market had few large corrections towards the Lazard Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Lazard Global Total, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lazard Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 0.74 | |
Ir | Information ratio | 0.16 |
Lazard Global Fundamentals Growth
Lazard 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 Fund performance.
| Return On Equity | -17.3 | ||||
| Return On Asset | 0.34 | ||||
| Operating Margin | 27.64 % | ||||
| Current Valuation | 212.2 M | ||||
| Shares Outstanding | 13.01 M | ||||
| Price To Earning | 5.58 X | ||||
| Price To Book | 0.78 X | ||||
| Price To Sales | 37.39 X | ||||
| Revenue | 5.39 M | ||||
| Cash And Equivalents | 254.79 K | ||||
| Cash Per Share | 0.02 X | ||||
| Total Debt | 26.68 M | ||||
| Debt To Equity | 0.13 % | ||||
| Book Value Per Share | 19.74 X | ||||
| Cash Flow From Operations | 25.05 M | ||||
| Earnings Per Share | 2.77 X | ||||
| Total Asset | 166.13 M | ||||
| Retained Earnings | (41.77 M) | ||||
About Lazard Global Performance
By evaluating Lazard Global's fundamental ratios, stakeholders can gain valuable insights into Lazard Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Lazard Global Total Return and Income Fund, Inc. is a closed ended balanced mutual fund launched and managed by Lazard Asset Management LLC. It invests in public equity and fixed income markets across the globe. The fund primarily invests in stocks of companies with market capitalization over 5 billion. It makes its fixed income investments in short duration market forward currency contracts and other market debt instruments. The fund typically employs fundamental analysis with a bottom-up stock picking approach using its global equity strategy and emerging income strategy to create its portfolio. It considers factors like financial condition, cash flows, strong balance sheets, sustainability of returns, quality of management, competitive position, sensitivity to economic and market cycles, margin and sales trends, brand name strength, geographical breakdown, and macro environment for selecting individual securities. The fund benchmarks the performance of its portfolio against the MSCI World Index. Lazard Global Total Return and Income Fund, Inc. was formed on January 27, 2004 and is domiciled in the United States.Things to note about Lazard Global Total performance evaluation
Checking the ongoing alerts about Lazard Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Lazard Global Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lazard Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard Global's fund performance include:- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Global's 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 Fund
Lazard Global financial ratios help investors to determine whether Lazard 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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |