Lazard Small Mid Cap Fund Manager Performance Evaluation
| LZSCX Fund | USD 10.87 0.24 2.16% |
The fund secures a Beta (Market Risk) of -0.0774, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lazard Small are expected to decrease at a much lower rate. During the bear market, Lazard Small is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lazard Small Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of May 2023 |
Lazard |
Lazard Small Relative Risk vs. Return Landscape
If you would invest 1,202 in Lazard Small Mid Cap on January 1, 2025 and sell it today you would lose (115.00) from holding Lazard Small Mid Cap or give up 9.57% of portfolio value over 90 days. Lazard Small Mid Cap is currently producing negative expected returns and takes up 1.3195% volatility of returns over 90 trading days. Put another way, 11% 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 Small Current Valuation
Overvalued
Today
Please note that Lazard Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Lazard Small Mid secures a last-minute Real Value of $10.18 per share. The latest price of the fund is $10.87. We determine the value of Lazard Small Mid 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Small'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 10.87 | Real 10.18 | Hype 10.87 | Naive 11.12 |
The intrinsic value of Lazard Small'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 Small'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 Small Mid Cap 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 Small more accurately as focusing exclusively on Lazard Small's fundamentals will not take into account other important factors: Lazard Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Small Mid Cap, and traders can use it to determine the average amount a Lazard Small'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 = -0.1204
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LZSCX |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lazard Small is not performing at its full potential. However, 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 Small by adding Lazard Small to a well-diversified portfolio.
Lazard Small Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Small, and Lazard Small 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 | 19.62 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 32.74 M | ||||
About Lazard Small Performance
Evaluating Lazard Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Small 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 Small 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 small cap US companies. The Investment Manager considers small cap companies to be those companies that, at the time of initial purchase by the Portfolio, have market capitalizations within the range of companies included in the Russell 2000 Index. It invests at least 80 percent of its assets in equity securities of small-mid cap U.S. companies. The fund may invest up to 20 percent of its assets in securities of larger or smaller U.S. or non-U.S. companies.Things to note about Lazard Small Mid performance evaluation
Checking the ongoing alerts about Lazard Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Small Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lazard Small Mid generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Lazard Small Mid maintains 99.84% of its assets in stocks |
- Analyzing Lazard Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Small's mutual fund. These opinions can provide insight into Lazard Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Small 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 Small security.
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