LZSCX
Lazard US Small/MidCap Equity-Inst
$12.62
-0.13 (-1.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 38.051M |
| 52 Week High | 13.28 |
| 52 Week Low | 10.528 |
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Key Data
| Symbol | LZSCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 12.62 |
| Price Yesterday | 12.75 |
| Market Cap | 38.05 |
| YTD Return | 1.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 10000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 13.28 |
|---|---|
| 52 Week Low | 10.53 |
| Market Cap | 38.05M |
| Shares Outstanding | 3.02M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 7.57% |
| Short Term Dividend Yield | 0.30% |
| 52 Week Yield (All) | 7.88% |
Returns Annualized
| One Day | -92.46% |
|---|---|
| Five Days | -27.30% |
| One Months | -13.85% |
| Three Months | -15.67% |
| Six Months | 7.49% |
| Nine Months | 17.53% |
| One Year | 8.73% |
| Three Years | -0.94% |
| Five Years | 5.22% |
| Ten Years | 6.09% |
| YTD | 3.15% |
| Since Inception | 8.51% |
Returns Total
| One Day | -1.02% |
|---|---|
| Five Days | -0.63% |
| One Month | -1.17% |
| Three Months | -4.10% |
| Six Months | 3.61% |
| Nine Months | 12.72% |
| One Year | 8.72% |
| Three Years | -2.77% |
| Five Years | 28.87% |
| Ten Years | 80.41% |
| YTD | 1.61% |
| Since Inception | 1095.08% |
Yearly Returns
| 2024 | 1.61% |
|---|---|
| 2023 | 10.07% |
| 2022 | -15.23% |
| 2021 | 19.91% |
| 2020 | 6.44% |
| 2019 | 29.99% |
| 2018 | -13.26% |
| 2017 | 14.20% |
| 2016 | 16.21% |
| 2015 | -3.94% |
Risk against SP-DA
| Alpha | -18.88% |
|---|---|
| Beta | 0.95 |
| Correlation | 67.02% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 44.91% |
| Standard Deviation | 4.57% |
| Sharpe Ratio | -1.26 |
| Sortino | -6.33 |
| Treynor | 3.52 |
| Ulcer Index | 5.27 |
| Ulcer Performance Index | -3.8 |