Lazard Emerging Markets Fund Manager Performance Evaluation
| LZEMX Fund | USD 17.95 0.16 0.90% |
The fund secures a Beta (Market Risk) of 0.0655, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lazard Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lazard Emerging is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lazard Emerging Markets are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Lazard Emerging may actually be approaching a critical reversion point that can send shares even higher in June 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0700 |
Lazard |
Lazard Emerging Relative Risk vs. Return Landscape
If you would invest 1,677 in Lazard Emerging Markets on February 1, 2024 and sell it today you would earn a total of 118.00 from holding Lazard Emerging Markets or generate 7.04% return on investment over 90 days. Lazard Emerging Markets is currently producing 0.1123% returns and takes up 0.7251% volatility of returns over 90 trading days. Put another way, 6% 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 |
Lazard Emerging Current Valuation
Undervalued
Today
Please note that Lazard Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Lazard Emerging Markets secures a last-minute Real Value of $19.29 per share. The latest price of the fund is $17.95. We determine the value of Lazard Emerging Markets 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.
Our valuation method for Lazard Emerging Markets is useful when determining the fair value of the Lazard mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Lazard Emerging. Since Lazard Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lazard Mutual Fund. However, Lazard Emerging'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 17.95 | Real 19.29 | Hype 17.95 | Naive 18.21 |
The real value of Lazard Mutual Fund, also known as its intrinsic value, is the underlying worth of Lazard Emerging Markets Mutual Fund, which is reflected in its stock price. It is based on Lazard Emerging's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Lazard Emerging'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 Emerging'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.
Estimating the potential upside or downside of Lazard Emerging Markets 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 Emerging more accurately as focusing exclusively on Lazard Emerging's fundamentals will not take into account other important factors: Lazard Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lazard Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lazard Emerging Markets, and traders can use it to determine the average amount a Lazard Emerging'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 = 0.1549
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LZEMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Lazard Emerging is performing at about 12% 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 Emerging by adding it to a well-diversified portfolio.
Lazard Emerging Fundamentals Growth
Lazard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lazard Emerging, and Lazard Emerging 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.
| Price To Earning | 11.35 X | ||||
| Price To Book | 1.36 X | ||||
| Price To Sales | 1.22 X | ||||
| Total Asset | 2.41 B | ||||
About Lazard Emerging Performance
To evaluate Lazard Emerging Markets Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Lazard Emerging generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Lazard Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Lazard Emerging Markets market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lazard's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in emerging market countries and that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. Under normal circumstances, it invests at least 80 percent of its assets in equity securities of companies whose principal business activities are located in emerging market countries.Things to note about Lazard Emerging Markets performance evaluation
Checking the ongoing alerts about Lazard Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lazard Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lazard Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lazard Emerging's mutual fund performance include:- Analyzing Lazard Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Lazard Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lazard Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lazard Emerging's mutual fund. These opinions can provide insight into Lazard Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lazard Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.