Lazard International Cash Position Weight vs. Year To Date Return
| RLIEX Fund | USD 17.51 0.13 0.75% |
For Lazard International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lazard International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lazard International Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lazard International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lazard International Equity over time as well as its relative position and ranking within its peers.
Lazard |
Lazard International Year To Date Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lazard International's current stock value. Our valuation model uses many indicators to compare Lazard International value to that of its competitors to determine the firm's financial worth. Lazard International Equity is rated second largest fund in cash position weight among similar funds. It is rated top fund in year to date return among similar funds creating about 4.46 of Year To Date Return per Cash Position Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lazard International's earnings, one of the primary drivers of an investment's value.Lazard Year To Date Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Lazard International |
| = | 1.94 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Lazard International |
| = | 8.66 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Lazard Year To Date Return Comparison
Lazard International is currently under evaluation in year to date return among similar funds.
Lazard International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lazard International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lazard International will eventually generate negative long term returns. The profitability progress is the general direction of Lazard International's change in net profit over the period of time. It can combine multiple indicators of Lazard International, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The Portfolio invests primarily in equity securities, principally common stocks, of relatively large non-U.S. companies with market capitalizations in the range of companies included in the MSCI Europe, Australasia and Far East Index. The Investment Manager looks for established companies in economically developed countries and may invest up to 15 percent of the Portfolios assets in securities of companies whose principal business activities are located in emerging market countries.
Lazard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lazard International. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Lazard International position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Lazard International's important profitability drivers and their relationship over time.
Use Lazard International in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Lazard International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Lazard International will appreciate offsetting losses from the drop in the long position's value.Lazard International Pair Trading
Lazard International Equity Pair Trading Analysis
The ability to find closely correlated positions to Lazard International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lazard International when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Lazard International - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Lazard International Equity to buy it.
The correlation of Lazard International is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Lazard International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lazard International moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Lazard International can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Lazard International position
In addition to having Lazard International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Defense Thematic Idea Now
Defense
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Defense Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Lazard Mutual Fund
To fully project Lazard International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lazard International at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Lazard International's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |