Lazard US High Yield Portfolio Open - ROE
LZHOX
Price:
$18.49
Market Cap:
$1.36B
The primary objective of this portfolio is to deliver the highest possible total return, drawing from both capital appreciation and current income generation. Under typical market conditions, the portfolio allocates a minimum of 80% of its capital to debt instruments issued by U.S.-based corporations or comparable non-governmental entities; these core holdings may comprise anywhere from 80% to potentially 100% of the portfolio's total assets. Up to one-fifth of its holdings, however, can be diversified into other security types that are not restricted to fixed-income instruments or U.S.-centric issuers.
Industry
Asset Management - Income
IPO Date
1998-02-24
Stock Exchange
NASDAQ
Ticker
LZHOX
The ROE as of September 2026 (TTM) for Lazard US High Yield Portfolio Open (LZHOX) is 17.91%
According to Lazard US High Yield Portfolio Open’s latest financial reports and current stock price. The company's current ROE is 17.91%. This represents a change of 316.68% compared to the average of 4.30% of the last 4 quarters.
Lazard US High Yield Portfolio Open (LZHOX) Historical ROE (quarterly & annually)
How has LZHOX ROE performed in the past?
The mean historical ROE of Lazard US High Yield Portfolio Open over the last ten years is 4.94%. The current 17.91% ROE has changed 262.55% with respect to the historical average. Over the past ten years (40 quarters), LZHOX's ROE was at its highest in in the March 2023 quarter at 6.03%. The ROE was at its lowest in in the June 2022 quarter at -14.13%.
Average
4.94%
Median
11.51%
Minimum
-24.20%
Maximum
25.63%
Lazard US High Yield Portfolio Open (LZHOX) ROE by Quarter and Year
Discovering the peaks and valleys of Lazard US High Yield Portfolio Open ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 186.03%
Maximum Annual ROE = 25.63%
Minimum Annual Increase = -244.20%
Minimum Annual ROE = -24.20%
| Year | ROE | Change |
|---|---|---|
| 2023 | 16.95% | -170.06% |
| 2022 | -24.20% | -242.91% |
| 2021 | 16.93% | 20.47% |
| 2020 | 14.06% | -21.23% |
| 2019 | 17.84% | -244.20% |
| 2018 | -12.37% | -148.28% |
| 2017 | 25.63% | 186.03% |
| 2016 | 8.96% | -194.53% |
| 2015 | -9.48% | 92.77% |
| 2014 | -4.92% | -127.12% |
Lazard US High Yield Portfolio Open (LZHOX) Average ROE
How has LZHOX ROE performed in the past?
The current ROE of Lazard US High Yield Portfolio Open (LZHOX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
3.23%
5-year avg
8.32%
10-year avg
4.94%
Lazard US High Yield Portfolio Open (LZHOX) ROE vs. Peers
How is LZHOX’s ROE compared to its peers?
Lazard US High Yield Portfolio Open’s ROE is greater than BlackRock Dynamic High Income Portfolio (0%), greater than American Funds Retirement Income Portfolio - Conservative Class F-1 (0%), greater than Harbor Large Cap Value Fund Institutional Class (0%), greater than BNY Mellon MidCap Index Fund (0%), greater than Janus Henderson High-Yield R (0%), greater than Janus Henderson High-Yield Fund Class A (0%), greater than Janus Henderson High-Yield Fund - T Shares (0%), greater than Royce Small-Cap Opportunity Fund;Service (0%), greater than Janus Henderson High-Yield Fund - N Shares (0%), greater than JOHCM Emerging Markets Opps Investor (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $1.59B | |
| 0% | $1.39B | |
| 0% | $957.22M | |
| 0% | $1.31B | |
| 0% | $1.36B | |
| 0% | $1.37B | |
| 0% | $1.37B | |
| 0% | $1.39B | |
| 0% | $1.37B | |
| 0% | $1.70B |
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