Lazard Global Total Fund Manager Performance Evaluation
| LGI Fund | USD 15.55 0.10 0.64% |
The fund secures a Beta (Market Risk) of 0.59, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lazard Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Global is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lazard Global Total has generated negative risk-adjusted returns adding no value to fund investors. Despite fairly strong technical and fundamental indicators, Lazard Global is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
...more1 | Lazard Global Total Return Fund Delivers 9.8 percent Annual Distribution Rate, Declares 0.15 Monthly Payout - StockTitan | 12/23/2024 |
Lazard |
Lazard Global Relative Risk vs. Return Landscape
If you would invest 1,570 in Lazard Global Total on December 22, 2024 and sell it today you would lose (15.00) from holding Lazard Global Total or give up 0.96% of portfolio value over 90 days. Lazard Global Total is generating negative expected returns assuming volatility of 0.8037% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Lazard, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Lazard Global Current Valuation
Fairly Valued
Today
Please note that Lazard Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lazard Global Total secures a last-minute Real Value of $15.69 per share. The latest price of the fund is $15.55. We determine the value of Lazard Global Total from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and trading away overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Lazard Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Fund. However, Lazard Global'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 15.55 | Real 15.69 | Hype 15.55 | Naive 15.82 |
The intrinsic value of Lazard Global's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Lazard Global's stock price.
Estimating the potential upside or downside of Lazard Global Total helps investors to forecast how Lazard 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 Global more accurately as focusing exclusively on Lazard Global's fundamentals will not take into account other important factors: Lazard Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Lazard Global Total, and traders can use it to determine the average amount a Lazard Global'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 = -0.0159
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LGI |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lazard Global 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 Global by adding Lazard Global to a well-diversified portfolio.
Lazard Global Fundamentals Growth
Lazard Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Global, and Lazard Global 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 Fund performance.
| Return On Equity | -17.3 | ||||
| Return On Asset | 0.34 | ||||
| Operating Margin | 27.64 % | ||||
| Current Valuation | 212.2 M | ||||
| Shares Outstanding | 13.01 M | ||||
| Price To Earning | 5.58 X | ||||
| Price To Book | 0.78 X | ||||
| Price To Sales | 37.39 X | ||||
| Revenue | 5.39 M | ||||
| Cash And Equivalents | 254.79 K | ||||
| Cash Per Share | 0.02 X | ||||
| Total Debt | 26.68 M | ||||
| Debt To Equity | 0.13 % | ||||
| Book Value Per Share | 19.74 X | ||||
| Cash Flow From Operations | 25.05 M | ||||
| Earnings Per Share | 2.77 X | ||||
| Total Asset | 166.13 M | ||||
| Retained Earnings | (41.77 M) | ||||
About Lazard Global Performance
By evaluating Lazard Global's fundamental ratios, stakeholders can gain valuable insights into Lazard Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lazard Global 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 Global 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.
Lazard Global Total Return and Income Fund, Inc. is a closed ended balanced mutual fund launched and managed by Lazard Asset Management LLC. It invests in public equity and fixed income markets across the globe. The fund primarily invests in stocks of companies with market capitalization over 5 billion. It makes its fixed income investments in short duration market forward currency contracts and other market debt instruments. The fund typically employs fundamental analysis with a bottom-up stock picking approach using its global equity strategy and emerging income strategy to create its portfolio. It considers factors like financial condition, cash flows, strong balance sheets, sustainability of returns, quality of management, competitive position, sensitivity to economic and market cycles, margin and sales trends, brand name strength, geographical breakdown, and macro environment for selecting individual securities. The fund benchmarks the performance of its portfolio against the MSCI World Index. Lazard Global Total Return and Income Fund, Inc. was formed on January 27, 2004 and is domiciled in the United States.Things to note about Lazard Global Total performance evaluation
Checking the ongoing alerts about Lazard Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Lazard Global Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lazard Global Total generated a negative expected return over the last 90 days |
- Analyzing Lazard Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Global's fund. These opinions can provide insight into Lazard Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lazard Fund
Lazard Global financial ratios help investors to determine whether Lazard 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 Global security.
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