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ISIN
US52110K5092
CUSIP
52110K509
Issuer
Lazard
Inception Date
Apr 4, 2025
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$56M

Share Price Chart


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Performance

TEKY Performance Chart

Lazard Next Gen Technologies ETF (TEKY) is up 26.0% since the beginning of the year. TEKY is currently trading at $47 per share.


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S&P 500 Index

Returns By Period

Lazard Next Gen Technologies ETF (TEKY) has returned 26.03% so far this year and 46.00% over the past 12 months.


Lazard Next Gen Technologies ETF

1D
0.47%
1M
6.13%
YTD
26.03%
6M
24.82%
1Y
46.00%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TEKY Monthly Returns History

Based on dividend-adjusted daily data since Apr 7, 2025, TEKY's average daily return is +0.22%, while the average monthly return is +4.65%. At this rate, an investment would double in approximately 1.3 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +20.7%, while the worst month was Nov 2025 at -7.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TEKY closed higher 59% of trading days. The best single day was Apr 9, 2025 with a return of +11.0%, while the worst single day was Jun 5, 2026 at -6.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.69%-3.44%-6.00%20.66%13.32%2.26%26.03%
202515.37%10.03%8.60%2.19%0.64%7.63%8.18%-7.88%-1.17%50.31%

Benchmark Metrics

Lazard Next Gen Technologies ETF has an annualized alpha of 9.32%, beta of 1.42, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since April 07, 2025.

  • This ETF captured 183.56% of S&P 500 Index gains and 112.17% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 9.32% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
9.32%
Beta
1.42
0.76
Upside Capture
183.56%
Downside Capture
112.17%

Expense Ratio

TEKY has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TEKY ranks 49 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


TEKY Risk / Return Rank: 4949
Overall Rank
TEKY Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
TEKY Sortino Ratio Rank: 5151
Sortino Ratio Rank
TEKY Omega Ratio Rank: 5252
Omega Ratio Rank
TEKY Calmar Ratio Rank: 4545
Calmar Ratio Rank
TEKY Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Lazard Next Gen Technologies ETF (TEKY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TEKYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.34

Omega ratioGain probability vs. loss probability

1.32

1.37

-0.05

Calmar ratioReturn relative to maximum drawdown

2.16

2.78

-0.63

Martin ratioReturn relative to average drawdown

5.90

12.44

-6.54

Dividends

Dividend History

Lazard Next Gen Technologies ETF provided a 0.16% dividend yield over the last twelve months, with an annual payout of $0.08 per share.


0.05%$0.00$0.01$0.01$0.02$0.022025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.08$0.02

Dividend yield

0.16%0.05%

Monthly Dividends

The table displays the monthly dividend distributions for Lazard Next Gen Technologies ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.08$0.00$0.00$0.00$0.08
2025$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Lazard Next Gen Technologies ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lazard Next Gen Technologies ETF was 21.43%, occurring on Mar 30, 2026. Recovery took 24 trading sessions.

The current Lazard Next Gen Technologies ETF drawdown is 0.93%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-21.43%Mar 2026
4mo 26d1mo 5d
6mo 1dNov 2025 - May 2026
2026 correction2026
-10.01%Jun 2026
7d
20d 3hJun 2026 - now
2025 selloff2025
-5.51%Apr 2025
11d2d
13dApr 2025 - Apr 2025
2026 pullback2026
-5.37%May 2026
4d7d
11dMay 2026 - May 2026
2025 pullback2025
-4.29%Oct 2025
1d17d
18dOct 2025 - Oct 2025

Drawdown Indicators


TEKYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-21.43%

-56.78%

+35.35%

Max Drawdown (1Y)

Largest decline over 1 year

-21.43%

-9.10%

-12.33%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.93%

-1.80%

+0.87%

Average Drawdown

Average peak-to-trough decline

-4.80%

-10.71%

+5.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.82%

2.03%

+5.79%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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