VEEE vs. LZUSX
Compare and contrast key facts about Twin Vee Powercats Co. (VEEE) and Lazard US Equity Focus Portfolio (LZUSX).
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: VEEE or LZUSX.
Key characteristics
| VEEE | LZUSX | |
|---|---|---|
| YTD Return | -63.99% | 17.48% |
| 1Y Return | -61.55% | 29.81% |
| 3Y Return (Ann) | -49.46% | 3.43% |
| Sharpe Ratio | -0.63 | 2.46 |
| Sortino Ratio | -0.69 | 3.30 |
| Omega Ratio | 0.92 | 1.46 |
| Calmar Ratio | -0.65 | 1.91 |
| Martin Ratio | -1.21 | 16.46 |
| Ulcer Index | 51.62% | 1.75% |
| Daily Std Dev | 99.36% | 11.70% |
| Max Drawdown | -95.50% | -62.37% |
| Current Drawdown | -93.56% | 0.00% |
Correlation
The correlation between VEEE and LZUSX 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
VEEE vs. LZUSX - Performance Comparison
In the year-to-date period, VEEE achieves a -63.99% return, which is significantly lower than LZUSX's 17.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VEEE vs. LZUSX - Risk-Adjusted Performance 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.
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 0.74%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
VEEE vs. LZUSX - Drawdown Comparison
The maximum VEEE drawdown since its inception was -95.50%, which is greater than LZUSX's maximum drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for VEEE and LZUSX. For additional features, visit the drawdowns tool.
Volatility
VEEE vs. LZUSX - Volatility Comparison
Twin Vee Powercats Co. (VEEE) has a higher volatility of 39.99% compared to Lazard US Equity Focus Portfolio (LZUSX) at 4.29%. 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.