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LISVX: Lazard U.S. Small Cap Eq Val Inst (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 12/22/2008 |
| 12-Mo. Yield | 0.33% |
| Expenses | - |
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Performance Analytics (As of 03/30/2009)
Not up-to-date? Try| Last 1 Week* | Since 04/02/2008 |
2009 | 2008 | |
|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -37.4 | -10.8 | -29.7 |
| Sharpe Ratio | NA | -0.82 | -1.51 | -0.75 |
| Draw Down(%) | NA | 50.5 | 15.9 | 50.5 |
| Standard Deviation(%) | NA | 46.4 | 25.4 | 50.8 |
| Treynor Ratio | NA | -0.5 | -1.91 | -0.39 |
| Alpha | NA | -0.05 | -0.12 | 0.0 |
| Beta | NA | 0.77 | 0.2 | 0.99 |
| RSquared | NA | 0.76 | 0.21 | 0.98 |
| Yield(%) | N/A | N/A | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL VALUE Asset Class Trend Rankings |
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