AB vs. LAZ
AB (AllianceBernstein Holding L.P.) and LAZ (Lazard Ltd) are both stocks. Both are in the Financial Services sector — AB in Asset Management, LAZ in Capital Markets. Over the past 10 years, AB returned 14.10%/yr vs 9.05%/yr for LAZ. At a 0.45 correlation, their price movements are largely independent.
Performance
AB vs. LAZ - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a 1.08% return, which is significantly lower than LAZ's 1.93% return. Over the past 10 years, AB has outperformed LAZ with an annualized return of 14.10%, while LAZ has yielded a comparatively lower 9.05% annualized return.
AB
- 1D
- 0.87%
- 1M
- -5.85%
- YTD
- 1.08%
- 6M
- -6.45%
- 1Y
- 1.31%
- 3Y*
- 11.63%
- 5Y*
- 4.60%
- 10Y*
- 14.10%
LAZ
- 1D
- 3.12%
- 1M
- 8.78%
- YTD
- 1.93%
- 6M
- -7.43%
- 1Y
- 16.87%
- 3Y*
- 22.90%
- 5Y*
- 5.42%
- 10Y*
- 9.05%
AB vs. LAZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 1.08% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
LAZ Lazard Ltd | 1.93% | -1.64% | 54.83% | 6.92% | -16.21% | 7.41% | 12.08% | 15.22% | -25.38% | 36.20% |
Correlation
The correlation between AB and LAZ is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since May 6, 2005 | 0.45 |
Fundamentals
AB:
$3.44B
LAZ:
$5.18B
AB:
$3.22
LAZ:
$2.61
AB:
11.55
LAZ:
18.61
AB:
14.37
LAZ:
1.57
AB:
2.73
LAZ:
5.88
AB:
$250.00M
LAZ:
$3.28B
AB:
$250.00M
LAZ:
$1.54B
AB:
$252.50M
LAZ:
$477.61M
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Return for Risk
AB vs. LAZ — Risk / Return Rank
AB
LAZ
AB vs. LAZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and Lazard Ltd (LAZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AB | LAZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.10 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.54 | -0.45 |
| Martin ratioReturn relative to average drawdown | 0.20 | 1.27 | -1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AB | LAZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 0.46 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.15 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.25 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.18 | +0.27 |
Drawdowns
AB vs. LAZ - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than LAZ's maximum drawdown of -62.72%. Use the drawdown chart below to compare losses from any high point for AB and LAZ.
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Drawdown Indicators
| AB | LAZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -62.72% | -24.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -31.39% | +16.71% |
Max Drawdown (3Y)Largest decline over 3 years | -22.27% | -44.24% | +21.97% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -44.24% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -59.51% | +1.43% |
Current DrawdownCurrent decline from peak | -9.12% | -14.67% | +5.55% |
Average DrawdownAverage peak-to-trough decline | -26.22% | -23.47% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 13.33% | -6.71% |
Volatility
AB vs. LAZ - Volatility Comparison
The current volatility for AllianceBernstein Holding L.P. (AB) is 3.88%, while Lazard Ltd (LAZ) has a volatility of 10.65%. This indicates that AB experiences smaller price fluctuations and is considered to be less risky than LAZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AB | LAZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 10.65% | -6.77% |
Volatility (6M)Calculated over the trailing 6-month period | 18.56% | 30.21% | -11.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.39% | 36.94% | -14.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.25% | 36.84% | -8.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.39% | 36.03% | -3.64% |
Dividends
AB vs. LAZ - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.17%, more than LAZ's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.17% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
LAZ Lazard Ltd | 4.12% | 4.12% | 3.89% | 5.75% | 5.60% | 4.31% | 4.44% | 5.88% | 8.21% | 5.35% | 6.55% | 5.22% |
Financials
AB vs. LAZ - Financials Comparison
This section allows you to compare key financial metrics between AllianceBernstein Holding L.P. and Lazard Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AB and LAZ have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAZ has higher volatility (10.65%) compared to AB (3.88%). In terms of maximum drawdown, AB dropped -87.65% vs LAZ's -62.72%.
LAZ currently has the higher Sharpe Ratio (0.46 vs 0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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