VEEE vs. LZUSX
VEEE (Twin Vee Powercats Co.) is a stock, while LZUSX (Lazard US Equity Focus Portfolio) is Large Cap Blend Equities fund managed by Lazard. Over the past 3 years, VEEE returned -81.94%/yr vs 15.65%/yr for LZUSX. At a 0.15 correlation, their price movements are largely independent.
Performance
VEEE vs. LZUSX - Performance Comparison
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Returns By Period
In the year-to-date period, VEEE achieves a -92.51% return, which is significantly lower than LZUSX's 7.86% return.
VEEE
- 1D
- 5.01%
- 1M
- -14.99%
- 6M
- -93.35%
- YTD
- -92.51%
- 1Y
- -94.26%
- 3Y*
- -81.94%
- 5Y*
- —
- 10Y*
- —
LZUSX
- 1D
- 0.56%
- 1M
- 2.39%
- 6M
- 5.21%
- YTD
- 7.86%
- 1Y
- 17.93%
- 3Y*
- 15.65%
- 5Y*
- 8.70%
- 10Y*
- 13.04%
VEEE vs. LZUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VEEE Twin Vee Powercats Co. | -92.51% | -68.36% | -61.27% | -22.40% | -54.36% | -40.15% |
LZUSX Lazard US Equity Focus Portfolio | 7.86% | 15.23% | 14.20% | 19.79% | -16.97% | 8.01% |
Correlation
The correlation between VEEE and LZUSX is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2021 | 0.15 |
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Return for Risk
VEEE vs. LZUSX — Risk / Return Rank
VEEE
LZUSX
VEEE vs. LZUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Twin Vee Powercats Co. (VEEE) and Lazard US Equity Focus Portfolio (LZUSX). 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.
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.
| VEEE | LZUSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.23 | ||
| Sortino ratioReturn per unit of downside risk | -3.99 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.27 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | 1.82 | -2.80 |
| Martin ratioReturn relative to average drawdown | -1.53 | 7.27 | -8.81 |
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Drawdowns
VEEE vs. LZUSX - Drawdown Comparison
The maximum VEEE drawdown since its inception was -99.84%, which is greater than LZUSX's maximum drawdown of -55.40%. Use the drawdown chart below to compare losses from any high point for VEEE and LZUSX.
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Drawdown Indicators
| VEEE | LZUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.84% | -55.40% | -44.44% |
Max Drawdown (1Y)Largest decline over 1 year | -95.63% | -10.07% | -85.56% |
Max Drawdown (3Y)Largest decline over 3 years | -99.46% | -19.18% | -80.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -99.84% | -0.28% | -99.56% |
Average DrawdownAverage peak-to-trough decline | -79.59% | -7.82% | -71.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 61.44% | 2.51% | +58.93% |
Volatility
VEEE vs. LZUSX - Volatility Comparison
Twin Vee Powercats Co. (VEEE) has a higher volatility of 36.17% compared to Lazard US Equity Focus Portfolio (LZUSX) at 3.82%. This indicates that VEEE's price experiences larger fluctuations and is considered to be riskier than LZUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEEE | LZUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 36.17% | 3.82% | +32.35% |
Volatility (6M)Calculated over the trailing 6-month period | 123.15% | 8.95% | +114.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 146.19% | 11.59% | +134.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 144.04% | 16.48% | +127.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 144.04% | 17.63% | +126.41% |
Dividends
VEEE vs. LZUSX - Dividend Comparison
VEEE has not paid dividends to shareholders, while LZUSX's dividend yield for the trailing twelve months is around 12.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZUSX Lazard US Equity Focus Portfolio | 12.80% | 13.81% | 6.61% | 1.09% | 2.77% | 5.78% | 5.28% | 11.94% | 17.57% | 10.34% | 3.41% | 7.83% |
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% |
Frequently Asked Questions
VEEE and LZUSX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VEEE has higher volatility (36.17%) compared to LZUSX (3.82%). In terms of maximum drawdown, VEEE dropped -99.84% vs LZUSX's -55.40%.
LZUSX currently has the higher Sharpe Ratio (1.58 vs -0.65), 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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