Lazard Short Net Asset vs. Five Year Return
| UMNIX Fund | USD 9.56 0.01 0.10% |
For Lazard Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lazard Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lazard Short Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lazard Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lazard Short Duration over time as well as its relative position and ranking within its peers.
Lazard |
Lazard Short Duration Five Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lazard Short's current stock value. Our valuation model uses many indicators to compare Lazard Short value to that of its competitors to determine the firm's financial worth. Lazard Short Duration is presently regarded as number one fund in net asset among similar funds. It also is presently regarded as number one fund in five year return among similar funds . The ratio of Net Asset to Five Year Return for Lazard Short Duration is about 22,591,787 . 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 Short's earnings, one of the primary drivers of an investment's value.Lazard Five Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Lazard Short |
| = | 35.32 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Lazard Short |
| = | 1.56 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Lazard Five Year Return Comparison
Lazard Short is currently under evaluation in five year return among similar funds.
Lazard Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lazard Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lazard Short will eventually generate negative long term returns. The profitability progress is the general direction of Lazard Short's change in net profit over the period of time. It can combine multiple indicators of Lazard Short, 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.
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.
Lazard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lazard Short. 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 Short 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 Short's important profitability drivers and their relationship over time.
| Net Asset vs Annual Yield | ||
| Year To Date Return vs Five Year Return | ||
| Net Asset vs One Year Return | ||
| Three Year Return vs Five Year Return | ||
| Net Asset vs Cash Position Weight |
Use Lazard Short 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 Short 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 Short will appreciate offsetting losses from the drop in the long position's value.Lazard Short Pair Trading
Lazard Short Duration Pair Trading Analysis
The ability to find closely correlated positions to Lazard Short 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 Short 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 Short - 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 Short Duration to buy it.
The correlation of Lazard Short 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 Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lazard Short Duration 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 Short 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 Short position
In addition to having Lazard Short 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?
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World Allocation Funds
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 44 constituents at this time.
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Other Information on Investing in Lazard Mutual Fund
To fully project Lazard Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lazard Short Duration 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 Short's income statement, its balance sheet, and the statement of cash flows.
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