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LUSIX: The Lazard Funds Inc. - Lazard US Systematic Small Cap Equity Portfolio (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/18/2004 |
| Last Dividend Date: | 06/19/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 02/17/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/18/2004 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | 0.0 | 13.9 | -30.5 | -25.2 | 12.8 | -7.1 | 13.7 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | 0.0 | 0.37 | -0.69 | -1.25 | 0.7 | -0.61 | 1.28 |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 0.0 | 38.3 | 48.3 | 30.7 | 10.9 | 10.6 | 8.7 |
| Standard Deviation(%) | NA | 0.0 | NA | NA | NA | 0.0 | NA | 37.6 | 45.5 | 22.7 | 13.7 | 15.2 | 13.0 |
| Treynor Ratio | NA | 0.0 | -129.85 | -8.33 | -5.84 | 0.0 | NA | 0.15 | -0.32 | -0.29 | 0.1 | -0.1 | 0.19 |
| Alpha | NA | NA | -0.21 | -0.14 | -0.09 | NA | 0.0 | -0.05 | 0.0 | -0.08 | -0.02 | -0.05 | -0.01 |
| Beta | NA | NA | 0.01 | 0.12 | 0.17 | NA | 0.0 | 0.94 | 0.97 | 0.98 | 0.95 | 0.92 | 0.87 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.97 | 0.99 | 0.7 | 0.92 | 0.77 | 0.94 |
| Yield(%) | N/A | N/A | 0.6 | 2.0 | N/A | N/A | 0.0 | 0.0 | 1.7 | 0.0 | 9.0 | 0.1 | 7.3 |
| Dividend Growth(%) | N/A | N/A | -86.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 12409.3 | -99.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/2004
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL VALUE Asset Class Trend Rankings |
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