The investment objective of Lazard Euro Corp High Yield is to outperform over the medium term the ICE BofAML BB-B Euro High Yield Non-Financial Fixed & Floating Rate Constrained Index in euros, net of expenses. The strategy invests primarily in High Yield corporate bonds – excluding financials – denominated in Euro. The strategy is based on a fundamental analysis at both the issuer and the issuance levels, in order to be focused on investment ideas translating Lazard’s strong convictions.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 9,37 | 3 anni: 2,03 | 5 anni: 2,47 | Inizio: 3,96 | 2023: 6,89 | 2022: -7,80 | 2021: 3,42 | 2020: 4,29 | 2019: 9,75 |
Rendimento annuo: Categoria | 1 anno: 6,84 | 3 anni: 0,30 | 5 anni: 0,87 | Inizio: - | 2023: 5,59 | 2022: -10,30 | 2021: 2,68 | 2020: 1,15 | 2019: 8,76 |
Rendimento annuo: Percentile | 1 anno: 3,00 | 3 anni: 10,00 | 5 anni: 4,00 | Inizio:- | 2023: 11,00 | 2022: 17,00 | 2021: 23,00 | 2020: 9,00 | 2019: 42,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,98 | 3 Sharpe Ratio: 0,29 | 5 Correlazione: 99,46 | Beta: 0,93 | Alfa: 1,29 | Tracking error: 0,87 | Info Ratio: 1,49 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR High Yield Bond. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: EUR High Yield Bond. Data: 2023-09-19