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Lazard Global Equity Income B Acc (0P00009WVF.L)

2.7932
+0.0105
+(0.38%)
At close: January 23 at 8:00:00 PM GMT

Fund Summary

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Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.61%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 5

Performance & Risk

YTD Return 5.08%
5y Average Return 8.02%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00009WVF.LCategory Average0P00009WVF.LCategory Average0P00009WVF.LCategory Average
Alpha -3.72 -- -0.82 -- -2.4 --
BETA 0.94 -- 1.04 -- 1.06 --
Mean Annual Return 0.21 -- 0.64 -- 0.47 --
R-squared 85.64 -- 92.1 -- 91.13 --
Standard Deviation 14.88 -- 18.47 -- 16.12 --
Sharpe Ratio -0.11 -- 0.27 -- 0.24 --
Treynor Ratio -3.02 -- 3.39 -- 2.42 --

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