LZUSX vs. VEEE
Compare and contrast key facts about Lazard US Equity Focus Portfolio (LZUSX) and Twin Vee Powercats Co. (VEEE).
LZUSX is managed by Lazard. It was launched on Dec 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LZUSX or VEEE.
Key characteristics
| LZUSX | VEEE | |
|---|---|---|
| YTD Return | 17.48% | -63.99% |
| 1Y Return | 29.81% | -61.55% |
| 3Y Return (Ann) | 3.43% | -49.46% |
| Sharpe Ratio | 2.46 | -0.63 |
| Sortino Ratio | 3.30 | -0.69 |
| Omega Ratio | 1.46 | 0.92 |
| Calmar Ratio | 1.91 | -0.65 |
| Martin Ratio | 16.46 | -1.21 |
| Ulcer Index | 1.75% | 51.62% |
| Daily Std Dev | 11.70% | 99.36% |
| Max Drawdown | -62.37% | -95.50% |
| Current Drawdown | 0.00% | -93.56% |
Correlation
The correlation between LZUSX and VEEE is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LZUSX vs. VEEE - Performance Comparison
In the year-to-date period, LZUSX achieves a 17.48% return, which is significantly higher than VEEE's -63.99% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LZUSX vs. VEEE - Risk-Adjusted Performance Comparison
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.
Dividends
LZUSX vs. VEEE - Dividend Comparison
LZUSX's dividend yield for the trailing twelve months is around 0.74%, while VEEE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZUSX Lazard US Equity Focus Portfolio | 0.74% | 0.86% | 0.78% | 0.34% | 0.75% | 1.90% | 2.86% | 1.69% | 0.81% | 0.88% | 1.08% | 1.25% |
VEEE Twin Vee Powercats Co. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LZUSX vs. VEEE - Drawdown Comparison
The maximum LZUSX drawdown since its inception was -62.37%, smaller than the maximum VEEE drawdown of -95.50%. Use the drawdown chart below to compare losses from any high point for LZUSX and VEEE. For additional features, visit the drawdowns tool.
Volatility
LZUSX vs. VEEE - Volatility Comparison
The current volatility for Lazard US Equity Focus Portfolio (LZUSX) is 4.29%, while Twin Vee Powercats Co. (VEEE) has a volatility of 39.99%. 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.