LZFIX vs. HDCTX
Compare and contrast key facts about Lazard Equity Franchise Portfolio (LZFIX) and Rational Equity Armor Fund (HDCTX).
LZFIX is managed by Lazard. It was launched on Sep 29, 2017. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
LZFIX vs. HDCTX - Performance Comparison
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LZFIX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LZFIX Lazard Equity Franchise Portfolio | -8.06% | 4.09% | -3.09% | 18.84% | -5.29% | 22.88% | 1.15% | 9.25% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 6.46% |
Returns By Period
In the year-to-date period, LZFIX achieves a -8.06% return, which is significantly lower than HDCTX's -1.36% return.
LZFIX
- 1D
- 2.16%
- 1M
- -6.76%
- YTD
- -8.06%
- 6M
- -14.08%
- 1Y
- -10.52%
- 3Y*
- 0.66%
- 5Y*
- 3.30%
- 10Y*
- —
HDCTX
- 1D
- 0.95%
- 1M
- -3.07%
- YTD
- -1.36%
- 6M
- -1.82%
- 1Y
- 12.88%
- 3Y*
- 11.04%
- 5Y*
- 5.16%
- 10Y*
- 4.46%
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LZFIX vs. HDCTX - Expense Ratio Comparison
LZFIX has a 0.99% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
LZFIX vs. HDCTX — Risk / Return Rank
LZFIX
HDCTX
LZFIX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Equity Franchise Portfolio (LZFIX) and Rational Equity Armor Fund (HDCTX). 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.
| LZFIX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.66 | 1.20 | -1.86 |
Sortino ratioReturn per unit of downside risk | -0.83 | 1.75 | -2.57 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.23 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.96 | -2.44 |
Martin ratioReturn relative to average drawdown | -1.07 | 5.25 | -6.32 |
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
| LZFIX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.66 | 1.20 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.49 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.36 | -0.12 |
Correlation
The correlation between LZFIX and HDCTX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LZFIX vs. HDCTX - Dividend Comparison
LZFIX's dividend yield for the trailing twelve months is around 22.70%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZFIX Lazard Equity Franchise Portfolio | 22.70% | 20.87% | 14.95% | 8.68% | 12.81% | 15.59% | 1.12% | 5.78% | 0.00% | 0.00% | 0.00% | 0.00% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
LZFIX vs. HDCTX - Drawdown Comparison
The maximum LZFIX drawdown since its inception was -41.91%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for LZFIX and HDCTX.
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Drawdown Indicators
| LZFIX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.91% | -59.05% | +17.14% |
Max Drawdown (1Y)Largest decline over 1 year | -21.51% | -6.95% | -14.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -18.22% | -3.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.43% | — |
Current DrawdownCurrent decline from peak | -19.06% | -6.07% | -12.99% |
Average DrawdownAverage peak-to-trough decline | -6.74% | -6.45% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 2.59% | +7.17% |
Volatility
LZFIX vs. HDCTX - Volatility Comparison
Lazard Equity Franchise Portfolio (LZFIX) has a higher volatility of 4.70% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that LZFIX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LZFIX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 2.15% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 6.30% | +4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 11.06% | +4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 10.49% | +7.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 11.44% | +9.79% |