LZUSX vs. VEEE

In the year-to-date period, LZUSX achieves a -0.18% return, which is significantly higher than VEEE's -45.45% return.

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This table presents a comparison of risk-adjusted performance metrics for Lazard US Equity Focus Portfolio (LZUSX) and Twin Vee Powercats Co. (VEEE). 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.

The current LZUSX Sharpe Ratio is 0.02, which is higher than the VEEE Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of LZUSX and VEEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LZUSX's dividend yield for the trailing twelve months is around 0.81%, while VEEE has not paid dividends to shareholders.

The maximum LZUSX drawdown since its inception was -62.37%, smaller than the maximum VEEE drawdown of -97.30%. Use the drawdown chart below to compare losses from any high point for LZUSX and VEEE. For additional features, visit the drawdowns tool.

The current volatility for Lazard US Equity Focus Portfolio (LZUSX) is 6.56%, while Twin Vee Powercats Co. (VEEE) has a volatility of 139.06%. This indicates that LZUSX experiences smaller price fluctuations and is considered to be less risky than VEEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.