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LZHYX: Lazard US Corporate Income Portfolio Institutional Shares (MUTUAL FUND)
Basic Info 18.17 0.01(0.06%) May 16
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/29/1998 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 4.09% |
| Expenses | 0.59% |
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Performance Analytics (As of 05/16/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 2.7 | 6.3 | 5.8 | 4.3 | 3.3 | 4.7 | 4.4 | 2.4 | 4.4 | 10.7 | -9.8 | 2.9 | 4.8 | 13.3 | -3.4 | 4.9 | 8.7 | -1.0 | 3.1 | 6.2 | 12.1 | 5.1 | 11.1 | 25.1 | -23.2 | 3.6 | 8.9 | 4.4 | 7.6 | 23.0 | -11.1 | 0.1 | -20.9 | -6.9 | -4.8 |
| Sharpe Ratio | NA | 0.87 | 0.01 | 0.24 | 0.33 | 0.31 | NA | NA | 0.18 | -0.63 | 1.2 | -1.48 | 1.25 | 0.46 | 3.9 | -1.44 | 1.66 | 1.88 | -0.26 | 0.87 | 1.77 | 3.65 | 0.97 | 2.89 | 4.74 | -2.85 | 0.16 | 1.99 | 0.68 | 2.12 | 5.53 | -1.75 | -0.36 | -5.99 | -4.72 | -2.17 |
| Draw Down(%) | NA | 3.7 | 3.7 | 8.0 | 14.1 | 17.8 | NA | NA | 46.8 | 2.2 | 4.6 | 13.9 | 2.4 | 17.8 | 1.2 | 4.7 | 2.0 | 3.2 | 5.7 | 3.7 | 5.0 | 2.7 | 7.4 | 3.7 | 6.8 | 31.1 | 5.3 | 2.3 | 3.6 | 4.0 | 3.6 | 21.2 | 13.2 | 22.4 | 9.2 | 14.0 |
| Standard Deviation(%) | NA | 5.2 | 4.0 | 5.7 | 5.1 | 5.2 | NA | NA | 4.9 | 3.4 | 5.4 | 7.6 | 2.3 | 10.0 | 3.1 | 3.3 | 2.6 | 4.5 | 4.1 | 3.5 | 3.5 | 3.3 | 5.2 | 3.8 | 5.3 | 8.4 | 3.7 | 2.8 | 3.3 | 3.2 | 4.0 | 7.0 | 6.1 | 4.2 | 2.1 | 3.9 |
| Treynor Ratio | NA | 0.04 | 0.0 | 0.01 | 0.02 | 0.02 | NA | NA | 0.01 | -0.02 | 0.07 | -0.11 | 0.03 | 0.05 | 0.16 | -0.06 | 0.06 | 0.11 | -0.01 | 0.04 | 0.07 | 0.14 | 0.06 | 0.16 | 0.35 | -0.29 | 0.01 | 0.07 | 0.03 | 0.09 | 0.27 | -0.11 | -0.04 | -0.37 | -0.24 | -0.12 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | -0.05 | -0.01 | -0.1 | -0.03 | -0.01 |
| Beta | NA | 1.19 | 1.04 | 0.96 | 0.95 | 0.9 | NA | NA | 0.84 | 0.92 | 0.91 | 0.98 | 0.82 | 0.91 | 0.76 | 0.76 | 0.7 | 0.8 | 0.91 | 0.88 | 0.94 | 0.87 | 0.92 | 0.68 | 0.72 | 0.83 | 0.83 | 0.8 | 0.8 | 0.74 | 0.83 | 1.11 | 0.59 | 0.68 | 0.42 | 0.68 |
| RSquared | NA | 0.79 | 0.72 | 0.89 | 0.88 | 0.87 | NA | NA | 0.72 | 0.75 | 0.91 | 0.94 | 0.72 | 0.94 | 0.7 | 0.71 | 0.59 | 0.79 | 0.78 | 0.75 | 0.75 | 0.67 | 0.87 | 0.63 | 0.71 | 0.77 | 0.83 | 0.54 | 0.52 | 0.56 | 0.48 | 0.56 | 0.5 | 0.37 | 0.2 | 0.31 |
| Yield(%) | N/A | 1.4 | 4.1 | 4.4 | 15.3 | 9.0 | 8.5 | 7.1 | N/A | 4.2 | 4.5 | 4.0 | 3.7 | 5.6 | 4.8 | 3.8 | 4.4 | 3.7 | 4.6 | 5.1 | 6.0 | 6.9 | 7.0 | 6.9 | 0.8 | 4.4 | 7.5 | 6.8 | 7.9 | 6.1 | 7.9 | 10.0 | 9.9 | 4.5 | 0.0 | 2.8 |
| Dividend Growth(%) | N/A | -66.5 | -8.8 | 68.3 | 242.4 | 55.6 | N/A | N/A | N/A | -1.4 | -1.9 | 7.7 | 165.5 | 25.7 | 17.0 | -14.5 | 28.4 | -24.9 | -11.8 | -15.6 | -8.8 | -3.2 | 5.2 | 1020.7 | -87.1 | -43.8 | 11.4 | -16.7 | 31.4 | -11.6 | -37.5 | -9.0 | 66.2 | 39200.0 | -99.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1998
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See High Yield Bond Asset Class Trend Rankings |
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