SUSTX
Lazard US Sustainable Equity-Inst
$14.28
0.04 (0.28%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 12.517M |
52 Week High | 14.85 |
52 Week Low | 11.917 |
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Key Data
Symbol | SUSTX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 14.28 |
Price Yesterday | 14.24 |
Market Cap | 12.52 |
YTD Return | 1.42% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 10000 |
Redeption Fee | 0 |
Prospectus | 0.0075 |
Overview
52 Week High | 14.85 |
---|---|
52 Week Low | 11.92 |
Market Cap | 12.52M |
Shares Outstanding | 0.88M |
Income Dividend Yield | 0.96% |
Long Term Dividend Yield | 0.22% |
Short Term Dividend Yield | 0.46% |
52 Week Yield (All) | 1.64% |
Returns Annualized
One Day | 102.90% |
---|---|
Five Days | 135.16% |
One Months | -30.48% |
Three Months | 6.11% |
Six Months | 37.53% |
Nine Months | 7.67% |
One Year | 14.13% |
Three Years | 3.25% |
Five Years | -999 |
Ten Years | -999 |
YTD | 4.61% |
Since Inception | 11.71% |
Returns Total
One Day | 0.28% |
---|---|
Five Days | 1.71% |
One Month | -3.12% |
Three Months | 1.49% |
Six Months | 17.11% |
Nine Months | 5.72% |
One Year | 14.11% |
Three Years | 10.06% |
Five Years | -999 |
Ten Years | -999 |
YTD | 1.42% |
Since Inception | 52.40% |
Yearly Returns
2024 | 1.42% |
---|---|
2023 | 15.88% |
2022 | -18.08% |
2021 | 29.01% |
2020 | 22.69% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -9.29% |
---|---|
Beta | 0.94 |
Correlation | 93.00% |
Downside Deviation | 2.93% |
Coefficient of determination | 86.50% |
Standard Deviation | 3.47% |
Sharpe Ratio | -0.87 |
Sortino | -3.55 |
Treynor | 9.29 |
Ulcer Index | 3.92 |
Ulcer Performance Index | -2.66 |