The Lazard Funds Fund Manager Performance Evaluation
| LUSOX Fund | USD 12.20 0.07 0.58% |
The fund secures a Beta (Market Risk) of 1.29, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lazard Funds will likely underperform.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in The Lazard Funds are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Lazard Funds may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Lazard Funds Relative Risk vs. Return Landscape
If you would invest 1,090 in The Lazard Funds on September 4, 2024 and sell it today you would earn a total of 130.00 from holding The Lazard Funds or generate 11.93% return on investment over 90 days. The Lazard Funds is currently producing 0.1818% returns and takes up 1.069% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Lazard, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lazard Funds Current Valuation
Fairly Valued
Today
Please note that Lazard Funds' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Lazard Funds secures a last-minute Real Value of $12.0 per share. The latest price of the fund is $12.2. Our model forecasts the value of Lazard Funds from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Funds' 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 12.2 | Real 12.0 | Hype 12.2 | Naive 12.25 |
The intrinsic value of Lazard Funds' 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 Funds' 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 The Lazard Funds 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 Funds more accurately as focusing exclusively on Lazard Funds' fundamentals will not take into account other important factors: Lazard Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Lazard Funds, and traders can use it to determine the average amount a Lazard Funds' 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 = 0.17
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LUSOX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Lazard Funds is performing at about 13% 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 Funds by adding it to a well-diversified portfolio.
Lazard Funds Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Funds, and Lazard Funds 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.
About Lazard Funds Performance
Evaluating Lazard Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Funds 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 Funds 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 capitalization U.S. companies. Under normal circumstances, the Portfolio invests at least 80 percent of its assets in equity securities of small cap U.S. companies. The Portfolio may invest up to 20 percent of its assets in other securities which need not be equity securities of small cap U.S. companies, including investments in larger U.S. companies and in non-U.S. companies, including securities of emerging markets companies traded on a U.S. exchange.Things to note about Lazard Funds performance evaluation
Checking the ongoing alerts about Lazard Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Lazard Funds' 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 Funds' stock is overvalued or undervalued compared to its peers.
- Examining Lazard Funds' 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 Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Funds' mutual fund. These opinions can provide insight into Lazard Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Funds 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 Funds security.
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