Lazard Short Duration Fund Manager Performance Evaluation
| UMNIX Fund | USD 9.55 0.02 0.21% |
The fund secures a Beta (Market Risk) of -0.0505, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lazard Us are expected to decrease at a much lower rate. During the bear market, Lazard Us is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Short Duration are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Lazard Us 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 | 0.4000 |
Lazard |
Lazard Us Relative Risk vs. Return Landscape
If you would invest 952.00 in Lazard Short Duration on August 28, 2024 and sell it today you would earn a total of 3.00 from holding Lazard Short Duration or generate 0.32% return on investment over 90 days. Lazard Short Duration is currently producing 0.0051% returns and takes up 0.1295% volatility of returns over 90 trading days. Put another way, 1% 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 Us Current Valuation
Overvalued
Today
Please note that Lazard Us' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Lazard Short Duration secures a last-minute Real Value of $9.22 per share. The latest price of the fund is $9.55. We determine the value of Lazard Short Duration 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 Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Us' 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 9.55 | Real 9.22 | Hype 9.55 | Naive 9.54 |
The intrinsic value of Lazard Us' 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 Us' 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 Short Duration 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 Us more accurately as focusing exclusively on Lazard Us' fundamentals will not take into account other important factors: Lazard Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Short Duration, and traders can use it to determine the average amount a Lazard Us' 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 = 0.0392
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UMNIX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Lazard Us is performing at about 3% 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 Us by adding it to a well-diversified portfolio.
Lazard Us Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Us, and Lazard Us 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.
| Total Asset | 35.31 M | ||||
About Lazard Us Performance
Evaluating Lazard Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Us 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 Us 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.
Under normal circumstances, the Portfolio invests at least 80 percent of its assets in fixed-income securities of U.S. issuers, including U.S. government securities, corporate securities, mortgage-related and asset-backed securities, municipal securities, structured products, preferred stocks and inflation-indexed-securities. It may invest up to 20 percent of its assets in other securities which need not be fixed-income securities of U.S. issuers.Things to note about Lazard Short Duration performance evaluation
Checking the ongoing alerts about Lazard Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps most of the net assets in exotic instruments. |
- Analyzing Lazard Us' 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 Us' stock is overvalued or undervalued compared to its peers.
- Examining Lazard Us' 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 Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Us' mutual fund. These opinions can provide insight into Lazard Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Us 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 Us security.
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