VEEE vs. LZUSX

Last updated Jun 5, 2026

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 -79.32%/yr vs 15.06%/yr for LZUSX. At a 0.16 correlation, their price movements are largely independent.

Performance

VEEE vs. LZUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Twin Vee Powercats Co. (VEEE) and Lazard US Equity Focus Portfolio (LZUSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VEEE achieves a -90.54% return, which is significantly lower than LZUSX's 4.80% return.

VEEE

• 1D: -3.49%
• 1M: -5.43%
• YTD: -90.54%
• 6M: -92.97%
• 1Y: -92.87%
• 3Y*: -79.32%
• 5Y*: —
• 10Y*: —

LZUSX

• 1D: -0.85%
• 1M: 1.04%
• YTD: 4.80%
• 6M: 5.09%
• 1Y: 19.97%
• 3Y*: 15.06%
• 5Y*: 8.70%
• 10Y*: 12.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VEEE vs. LZUSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
VEEE Twin Vee Powercats Co.	-90.54%	-68.36%	-61.27%	-22.40%	-54.36%	-46.46%
LZUSX Lazard US Equity Focus Portfolio	4.80%	15.23%	14.20%	19.79%	-16.97%	7.26%

Correlation

The correlation between VEEE and LZUSX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.09
Correlation (All Time) Calculated using the full available price history since Jul 22, 2021	0.16

Return for Risk

VEEE vs. LZUSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEEE

VEEE Risk / Return Rank: 6
VEEE Sharpe Ratio Rank: 14
VEEE Sortino Ratio Rank: 5
VEEE Omega Ratio Rank: 5
VEEE Calmar Ratio Rank: 2
VEEE Martin Ratio Rank: 3

LZUSX

LZUSX Risk / Return Rank: 36
LZUSX Sharpe Ratio Rank: 40
LZUSX Sortino Ratio Rank: 38
LZUSX Omega Ratio Rank: 36
LZUSX Calmar Ratio Rank: 30
LZUSX Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	VEEE	LZUSX	Difference
Sharpe ratio: Return per unit of total volatility	-0.65	1.82	-2.47
Sortino ratio: Return per unit of downside risk	-1.65	2.54	-4.19
Omega ratio: Gain probability vs. loss probability	0.80	1.32	-0.52
Calmar ratio: Return relative to maximum drawdown	-0.98	2.02	-3.00
Martin ratio: Return relative to average drawdown	-1.71	8.20	-9.92
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VEEE vs. LZUSX - Sharpe Ratio Comparison

The current VEEE Sharpe Ratio is -0.65, which is lower than the LZUSX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of VEEE and LZUSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VEEE	LZUSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.65	1.82	-2.47
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.53	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.50	0.49	-0.99

Drawdowns

VEEE vs. LZUSX - Drawdown Comparison

The maximum VEEE drawdown since its inception was -99.81%, 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.

Drawdown Indicators

	VEEE	LZUSX	Difference
Max Drawdown Largest peak-to-trough decline	-99.81%	-55.40%	-44.41%
Max Drawdown (1Y) Largest decline over 1 year	-94.78%	-10.07%	-84.71%
Max Drawdown (3Y) Largest decline over 3 years	-99.36%	-19.18%	-80.18%
Max Drawdown (5Y) Largest decline over 5 years	—	-23.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.12%	—
Current Drawdown Current decline from peak	-99.79%	-1.36%	-98.43%
Average Drawdown Average peak-to-trough decline	-79.26%	-7.85%	-71.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	54.14%	2.48%	+51.66%

Volatility

VEEE vs. LZUSX - Volatility Comparison

Twin Vee Powercats Co. (VEEE) has a higher volatility of 39.33% compared to Lazard US Equity Focus Portfolio (LZUSX) at 2.24%. 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.

Volatility by Period

	VEEE	LZUSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	39.33%	2.24%	+37.09%
Volatility (6M) Calculated over the trailing 6-month period	122.08%	8.27%	+113.81%
Volatility (1Y) Calculated over the trailing 1-year period	142.51%	11.18%	+131.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	144.54%	16.43%	+128.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	144.54%	17.69%	+126.85%

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 13.18%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LZUSX Lazard US Equity Focus Portfolio	13.18%	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

Can I hold both VEEE and LZUSX in my portfolio?

VEEE and LZUSX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VEEE or LZUSX?

VEEE has higher volatility (39.33%) compared to LZUSX (2.24%). In terms of maximum drawdown, VEEE dropped -99.81% vs LZUSX's -55.40%.

Which has better risk-adjusted returns?

LZUSX currently has the higher Sharpe Ratio (1.82 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.