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LZMIX: LAZARD US MID CAP EQUITY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/16/1997 |
Last Dividend Date: | 08/24/2015 |
12-Mo. Yield | 0.00% |
Expenses | 0.93% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/09/1998 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.8 | 5.5 | 6.6 | 7.6 | -1.8 | -3.0 | 14.3 | 32.9 | 5.8 | -5.6 | 23.4 | 38.5 | -38.4 | -3.0 | 14.9 | 8.9 | 24.8 | 29.0 | -14.5 | 12.9 | 22.9 | 4.4 | 3.6 | 2.7 |
Sharpe Ratio | NA | -0.1 | 0.25 | 0.64 | 0.17 | NA | 0.32 | -0.15 | -0.2 | 1.14 | 2.75 | 0.4 | -0.22 | 1.24 | 1.33 | -1.0 | -0.41 | 1.19 | 0.67 | 2.11 | 1.98 | -0.73 | 0.57 | 0.87 | 0.08 | 0.02 | 8.71 |
Draw Down(%) | NA | 16.7 | 24.6 | 24.6 | 60.1 | NA | 60.1 | 15.6 | 12.7 | 7.2 | 5.4 | 12.3 | 24.8 | 14.8 | 27.3 | 50.3 | 16.1 | 8.5 | 7.0 | 8.5 | 11.5 | 29.6 | 19.7 | 9.1 | 19.2 | 31.8 | 1.4 |
Standard Deviation(%) | NA | 13.9 | 14.0 | 13.7 | 21.3 | NA | 19.0 | 13.9 | 15.4 | 12.5 | 12.0 | 14.3 | 26.1 | 18.8 | 28.8 | 39.0 | 14.7 | 9.7 | 10.0 | 11.3 | 14.3 | 21.2 | 18.9 | 21.7 | 13.8 | 17.9 | 10.6 |
Treynor Ratio | NA | -0.02 | 0.04 | 0.1 | 0.04 | NA | 0.07 | -0.03 | -0.03 | 0.16 | 0.35 | 0.06 | -0.06 | 0.27 | 0.44 | -0.45 | -0.07 | 0.16 | 0.09 | 0.28 | 0.34 | -0.19 | 0.14 | 0.31 | 0.02 | 0.0 | 0.0 |
Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.04 | -0.01 | 0.01 | 0.0 | -0.03 | -0.02 | 0.01 | 0.01 | -0.01 | -0.03 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.06 | 0.06 | -0.01 | -0.02 | NA |
Beta | NA | 0.77 | 0.87 | 0.89 | 0.88 | NA | 0.82 | 0.76 | 0.94 | 0.92 | 0.93 | 0.92 | 0.95 | 0.86 | 0.87 | 0.86 | 0.85 | 0.74 | 0.77 | 0.85 | 0.84 | 0.82 | 0.77 | 0.61 | 0.63 | 0.77 | NA |
RSquared | NA | 0.72 | 0.81 | 0.85 | 0.95 | NA | 0.88 | 0.71 | 0.87 | 0.84 | 0.94 | 0.92 | 0.98 | 0.98 | 0.97 | 0.97 | 0.94 | 0.9 | 0.88 | 0.91 | 0.91 | 0.93 | 0.87 | 0.65 | 0.6 | 0.7 | 0.0 |
Yield(%) | N/A | 0.0 | 0.3 | 0.5 | 2.0 | 3.5 | N/A | 0.0 | 0.4 | 0.5 | 0.4 | 0.3 | 0.3 | 1.1 | 0.9 | 1.5 | 10.7 | 5.9 | 8.7 | 9.8 | 0.3 | 1.7 | 19.1 | 15.7 | 1.2 | 1.6 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -33.3 | -89.3 | N/A | N/A | N/A | -100.0 | -22.2 | 80.0 | 25.0 | 0.0 | -63.6 | 57.1 | -61.1 | -88.4 | 96.2 | -30.7 | 1.8 | 3633.3 | -83.3 | -91.4 | 28.0 | 1161.5 | -18.8 | 1500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/1998
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