Lazard US Corporate Income Portfolio Open Shares

Lazard US Corporate Income Portfolio Open Sharesverified

LZHOX

Price:

$17.94

Market Cap:

$1.32B

The investment seeks maximum total return from a combination of capital appreciation and current income. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities issued by corporations or other non-governmental issuers similar to corporations, which securities are tied economically to the U.S. It typically invests a substantial portion of its assets, and may invest up to 100% of its assets. The Portfolio may invest up to 20% of its assets in other securities which need not be fixed-income securities and need not be tied economically to the U.S.

Industry

Asset Management - Income

IPO Date

1998-02-24

Stock Exchange

NASDAQ

Ticker

LZHOX

The ROE as of April 2025 (TTM) for Lazard US Corporate Income Portfolio Open Shares (LZHOX) is 17.91%

According to Lazard US Corporate Income Portfolio Open Shares’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 Corporate Income Portfolio Open Shares (LZHOX) Historical ROE (quarterly & annually)

How has LZHOX ROE performed in the past?

The mean historical ROE of Lazard US Corporate Income Portfolio Open Shares 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%.

Quarterly (TTM)
Annual

Average

4.94%

Median

11.51%

Minimum

-24.20%

Maximum

25.63%

Lazard US Corporate Income Portfolio Open Shares (LZHOX) ROE by Quarter and Year

Discovering the peaks and valleys of Lazard US Corporate Income Portfolio Open Shares 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%

Quarterly (TTM)
Annual
YearROEChange
202316.95%-170.06%
2022-24.20%-242.91%
202116.93%20.47%
202014.06%-21.23%
201917.84%-244.20%
2018-12.37%-148.28%
201725.63%186.03%
20168.96%-194.53%
2015-9.48%92.77%
2014-4.92%-127.12%

Lazard US Corporate Income Portfolio Open Shares (LZHOX) Average ROE

How has LZHOX ROE performed in the past?

The current ROE of Lazard US Corporate Income Portfolio Open Shares (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 Corporate Income Portfolio Open Shares (LZHOX) ROE vs. Peers

How is LZHOX’s ROE compared to its peers?

Lazard US Corporate Income Portfolio Open Shares’s ROE is greater than TCW High Yield Bond Fd N Cl (0%), greater than Impax High Yield Bond Fund Investor Class (0%), greater than American Century High-Yield Bond Fund Investor Class (0%), less than Harbor High-Yield Bond Fund, Investor Class (0%), greater than Buffalo High Yield Fund, Inc. (0%),

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Frequently asked questions❓

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How does the current ROE for Lazard US Corporate Income Portfolio Open Shares (LZHOX) compare to its historical average?