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LISVX: Lazard U.S. Small Cap Eq Val Inst (MUTUAL FUND)
Basic Info
Asset Class: | SMALL VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
Last Dividend Date: | 12/22/2008 |
12-Mo. Yield | 0.33% |
Expenses | - |
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Performance Analytics (As of 03/30/2009)
Not up-to-date? TryLast 1 Week* | Since 04/02/2008 |
2009 | 2008 | |
---|---|---|---|---|
Annualized Return(%) | 0.0 | -37.4 | -10.8 | -29.7 |
Sharpe Ratio | NA | -0.82 | -1.51 | -0.75 |
Draw Down(%) | NA | 50.5 | 15.9 | 50.5 |
Standard Deviation(%) | NA | 46.4 | 25.4 | 50.8 |
Treynor Ratio | NA | -0.5 | -1.91 | -0.39 |
Alpha | NA | -0.05 | -0.12 | 0.0 |
Beta | NA | 0.77 | 0.2 | 0.99 |
RSquared | NA | 0.76 | 0.21 | 0.98 |
Yield(%) | N/A | N/A | 0.0 | 0.3 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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