SUSTX
Lazard US Sustainable Equity-Inst
$14.81
-0.04 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 12.855M |
| 52 Week High | 14.91 |
| 52 Week Low | 11.917 |
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Key Data
| Symbol | SUSTX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 14.81 |
| Price Yesterday | 14.85 |
| Market Cap | 12.86 |
| YTD Return | 5.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 10000 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 14.91 |
|---|---|
| 52 Week Low | 11.92 |
| Market Cap | 12.86M |
| Shares Outstanding | 0.87M |
| Income Dividend Yield | 0.93% |
| Long Term Dividend Yield | 0.22% |
| Short Term Dividend Yield | 0.44% |
| 52 Week Yield (All) | 1.58% |
Returns Annualized
| One Day | -49.36% |
|---|---|
| Five Days | 56.02% |
| One Months | 31.72% |
| Three Months | 5.69% |
| Six Months | 13.60% |
| Nine Months | 24.89% |
| One Year | 14.76% |
| Three Years | 3.41% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 10.31% |
| Since Inception | 12.10% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 0.89% |
| One Month | 2.21% |
| Three Months | 1.37% |
| Six Months | 6.47% |
| Nine Months | 17.91% |
| One Year | 14.74% |
| Three Years | 10.53% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 5.18% |
| Since Inception | 58.07% |
Yearly Returns
| 2024 | 5.18% |
|---|---|
| 2023 | 15.88% |
| 2022 | -18.08% |
| 2021 | 29.01% |
| 2020 | 22.70% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -11.33% |
|---|---|
| Beta | 0.89 |
| Correlation | 87.33% |
| Downside Deviation | 3.00% |
| Coefficient of determination | 76.27% |
| Standard Deviation | 3.27% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.65 |
| Treynor | 10.57 |
| Ulcer Index | 4.02 |
| Ulcer Performance Index | -3.48 |