LZSCX
Lazard US Small/MidCap Equity-Inst
$12.61
-0.02 (-0.16%)
Currency in USD / Last Updated: 4/24/2024
Category | Small Cap |
---|---|
Market Cap | 38.925M |
52 Week High | 13.28 |
52 Week Low | 10.528 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | LZSCX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 12.61 |
Price Yesterday | 12.63 |
Market Cap | 38.93 |
YTD Return | 1.53% |
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 | 38.93M |
Shares Outstanding | 3.09M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 7.58% |
Short Term Dividend Yield | 0.30% |
52 Week Yield (All) | 7.88% |
Returns Annualized
One Day | -32.95% |
---|---|
Five Days | 186.07% |
One Months | -25.64% |
Three Months | 13.78% |
Six Months | 35.01% |
Nine Months | 5.67% |
One Year | 11.40% |
Three Years | -1.25% |
Five Years | 5.63% |
Ten Years | 6.59% |
YTD | 4.97% |
Since Inception | 8.57% |
Returns Total
One Day | -0.16% |
---|---|
Five Days | 2.11% |
One Month | -2.55% |
Three Months | 3.28% |
Six Months | 16.04% |
Nine Months | 4.24% |
One Year | 11.39% |
Three Years | -3.70% |
Five Years | 31.45% |
Ten Years | 88.97% |
YTD | 1.53% |
Since Inception | 1,094.13% |
Yearly Returns
2024 | 1.53% |
---|---|
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 | -16.27% |
---|---|
Beta | 1.16 |
Correlation | 83.51% |
Downside Deviation | 3.28% |
Coefficient of determination | 69.74% |
Standard Deviation | 4.78% |
Sharpe Ratio | -0.79 |
Sortino | -4.01 |
Treynor | 5.17 |
Ulcer Index | 5.11 |
Ulcer Performance Index | -2.57 |