The Lazard Funds Fund Manager Performance Evaluation

CONOX Fund   11.45  0.05  0.43%   
The fund secures a Beta (Market Risk) of 0.1, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lazard Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Funds is expected to be smaller as well.

Risk-Adjusted Performance

22 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in The Lazard Funds are ranked lower than 22 (%) 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  1,050  in The Lazard Funds on September 6, 2024 and sell it today you would earn a total of  95.00  from holding The Lazard Funds or generate 9.05% return on investment over 90 days. The Lazard Funds is currently producing 0.1387% returns and takes up 0.4791% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Lazard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Lazard Funds is expected to generate 1.25 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.53 times less risky than the market. It trades about 0.29 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

Lazard Funds Current Valuation

Fairly Valued
Today
11.45
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 USD11.35 per share. The latest price of the fund is USD11.45. 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  11.45 Real  11.35 Hype  11.44 Naive  11.49
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.
11.35
Real Value
11.83
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3511.4211.48
Details
Hype
Prediction
LowEstimatedHigh
10.9611.4411.92
Details
Naive
Forecast
LowNext ValueHigh
11.0111.4911.97
Details

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 = 0.2895

Best PortfolioBest Equity
Good Returns
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CashCONOXAverage RiskHigh RiskHuge Risk
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Estimated Market Risk

 0.48
  actual daily
4
96% of assets are more volatile

Expected Return

 0.14
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.29
  actual daily
22
78% of assets perform better
Based on monthly moving average Lazard Funds is performing at about 22% 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.
Under normal circumstances, the Portfolio invests at least 80 percent of its assets in convertible securities that are economically tied to the U.S. The Portfolio may invest up to 20 percent of its assets in securities and other assets which need not be convertible securities and need not be economically tied to the U.S., including securities of emerging markets issuers.

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 holds all of the assets under management (AUM) in different types of exotic instruments
Evaluating Lazard Funds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard Funds' mutual fund performance include:
  • 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.
It's essential to remember that evaluating Lazard Funds' mutual fund performance is not an exact science, and many factors can impact Lazard Funds' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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