Lazard Real Assets Fund Manager Performance Evaluation
| RALYX Fund | USD 10.27 0.05 0.48% |
The fund secures a Beta (Market Risk) of 0.11, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lazard Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Real is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Lazard Real Assets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Lazard Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Lazard Real Relative Risk vs. Return Landscape
If you would invest 1,052 in Lazard Real Assets on September 17, 2024 and sell it today you would lose (25.00) from holding Lazard Real Assets or give up 2.38% of portfolio value over 90 days. Lazard Real Assets is currently producing negative expected returns and takes up 0.525% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Lazard, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lazard Real Current Valuation
Fairly Valued
Today
Please note that Lazard Real's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Real Assets secures a last-minute Real Value of $10.32 per share. The latest price of the fund is $10.27. We determine the value of Lazard Real Assets from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Real's 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 10.27 | Real 10.32 | Hype 10.27 |
The intrinsic value of Lazard Real's 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 Real's 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 Lazard Real Assets 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 Real more accurately as focusing exclusively on Lazard Real's fundamentals will not take into account other important factors: Lazard Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Real Assets, and traders can use it to determine the average amount a Lazard Real's 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 = -0.069
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| Negative Returns | RALYX |
Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lazard Real is not performing at its full potential. However, 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 Real by adding Lazard Real to a well-diversified portfolio.
Lazard Real Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Real, and Lazard Real 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.
| Total Asset | 40.2 M | ||||
About Lazard Real Performance
Evaluating Lazard Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard Real 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 Real 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.
Under normal market conditions, the portfolio invests at least 80 percent of its assets in real assets investments, including instruments providing exposure to such investments. It may invest in equity securities of U.S. and non-U.S. companies, including emerging markets companies, as well as commodity-linked and other derivative instruments.Things to note about Lazard Real Assets performance evaluation
Checking the ongoing alerts about Lazard Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Real Assets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lazard Real Assets generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: ALLIANCEBERNSTEIN CLOSED-END FUNDS ANNOUNCE DISTRIBUTION RATES - The Eastern Progress Online | |
| The fund maintains about 33.12% of its assets in cash |
- Analyzing Lazard Real's 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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Real's 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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Real's mutual fund. These opinions can provide insight into Lazard Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Mutual Fund
Lazard Real 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 Real security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |