Lazard International Quality Fund Manager Performance Evaluation

OCMPX Fund  USD 17.02  0.01  0.06%   
The fund secures a Beta (Market Risk) of 0.45, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lazard International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard International is expected to be smaller as well.

Risk-Adjusted Performance

4 of 100

 
Weak
 
Strong
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard International Quality are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Lazard International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date1st of May 2023
Expense Ratio1.1000
  

Lazard International Relative Risk vs. Return Landscape

If you would invest  1,651  in Lazard International Quality on September 10, 2024 and sell it today you would earn a total of  51.00  from holding Lazard International Quality or generate 3.09% return on investment over 90 days. Lazard International Quality is currently producing 0.0507% returns and takes up 0.8054% volatility of returns over 90 trading days. Put another way, 7% 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  
Assuming the 90 days horizon Lazard International is expected to generate 2.87 times less return on investment than the market. In addition to that, the company is 1.11 times more volatile than its market benchmark. It trades about 0.06 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.2 per unit of volatility.

Lazard International Current Valuation

Overvalued
Today
17.02
Please note that Lazard International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Lazard International secures a last-minute Real Value of $15.81 per share. The latest price of the fund is $17.02. We determine the value of Lazard International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard International'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  17.02 Real  15.81 Hype  17.02 Naive  17.4
The intrinsic value of Lazard International'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 International'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.
15.81
Real Value
18.72
Upside
Estimating the potential upside or downside of Lazard International Quality 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 International more accurately as focusing exclusively on Lazard International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.1216.6717.22
Details
Hype
Prediction
LowEstimatedHigh
16.2217.0217.82
Details
Naive
Forecast
LowNext ValueHigh
16.6017.4018.20
Details

Lazard International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard International Quality, and traders can use it to determine the average amount a Lazard International'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 = 0.063

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashOCMPXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.81
  actual daily
7
93% of assets are more volatile

Expected Return

 0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.06
  actual daily
4
96% of assets perform better
Based on monthly moving average Lazard International is performing at about 4% 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 International by adding it to a well-diversified portfolio.

Lazard International Fundamentals Growth

Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard International, and Lazard International 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 International Performance

Evaluating Lazard International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lazard International 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 International 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.
The Portfolio invests primarily in equity securities of non-U.S. companies, including those whose principal business activities are located in emerging market countries. The Investment Manager seeks to realize the Portfolios investment objective primarily by investing in companies that the Investment Manager considers to be quality growth businesses. The Portfolio may invest in securities of companies across the capitalization spectrum.

Things to note about Lazard International performance evaluation

Checking the ongoing alerts about Lazard International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.33% of its assets in stocks
Evaluating Lazard International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard International's mutual fund performance include:
  • Analyzing Lazard International'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 International's stock is overvalued or undervalued compared to its peers.
  • Examining Lazard International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Lazard International's mutual fund. These opinions can provide insight into Lazard International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lazard International's mutual fund performance is not an exact science, and many factors can impact Lazard International's 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 International 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 International security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences