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 | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 8,62 | 3 anni: 1,69 | 5 anni: 3,06 | Inizio: 4,14 | 2024: 0,45 | 2023: 12,02 | 2022: -7,80 | 2021: 3,42 | 2020: 4,29 |
Rendimento annuo: Categoria | 1 anno: 9,23 | 3 anni: 0,23 | 5 anni: 1,62 | Inizio: - | 2024: 1,03 | 2023: 10,30 | 2022: -10,30 | 2021: 2,68 | 2020: 1,15 |
Rendimento annuo: Percentile | 1 anno: 52,00 | 3 anni: 13,00 | 5 anni: 6,00 | Inizio:- | 2024: 65,00 | 2023: 23,00 | 2022: 17,00 | 2021: 23,00 | 2020: 9,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,80 | 3 Sharpe Ratio: 0,16 | 5 Correlazione: 99,39 | Beta: 0,89 | Alfa: 0,89 | Tracking error: 1,11 | Info Ratio: 0,84 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR High Yield Bond. Data: 2024-04-15
Fonte: Morningstar.
Dati in euros.
Categoria: EUR High Yield Bond. Data: 2024-04-15