Summary
THMZ
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 16.26% Volatility 15.64% Sharpe 0.78
Official loaded data — not a live quote.

LAZARD EQUITY MEGATRENDS ETF

Symbol: THMZ

Exchange: NASDAQ

Sector: Technology

Category: Global Large-Stock Blend

Inception date: 04/04/2025

Latest date: 02/06/2026

Current price: $33.94

Expense ratio: 0.50%

Assets under management
$51.1M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

5.34%

Ann. 67.66% (Sharpe / Sortino numerator)

Volatility

16.23%

Sharpe ratio

3.944

VaR 95%

-1.20%

CVaR 95%: -1.27%
Max drawdown: -2.87%
Sortino ratio: 9.443
Calmar ratio: 23.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.01%

Ann. 27.41% (Sharpe / Sortino numerator)

Volatility

20.74%

Sharpe ratio

1.147

VaR 95%

-2.05%

CVaR 95%: -2.11%
Max drawdown: -11.05%
Sortino ratio: 2.278
Calmar ratio: 2.48

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.66%

Ann. 8.18% (Sharpe / Sortino numerator)

Volatility

17.84%

Sharpe ratio

0.255

VaR 95%

-2.01%

CVaR 95%: -2.23%
Max drawdown: -15.99%
Sortino ratio: 0.421
Calmar ratio: 0.51

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

16.26%

Ann. 15.86% (Sharpe / Sortino numerator)

Volatility

15.64%

Sharpe ratio

0.782

VaR 95%

-1.68%

CVaR 95%: -2.10%
Max drawdown: -15.99%
Sortino ratio: 1.216
Calmar ratio: 0.99

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.065%

Best day

3.937%

08/04/2026
Worst day

-2.772%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $33.94 $33.94 $33.94 $33.94 500
01/06/2026 $33.63 $33.75 $33.63 $33.75 1,200
29/05/2026 $33.66 $33.82 $33.66 $33.70 2,400
28/05/2026 $33.28 $33.67 $33.28 $33.66 2,700
27/05/2026 $33.61 $33.61 $33.38 $33.48 2,300
26/05/2026 $33.69 $33.69 $33.57 $33.64 4,200
22/05/2026 $33.25 $33.26 $33.25 $33.26 400
21/05/2026 $32.84 $33.10 $32.74 $33.06 1,300
20/05/2026 $32.44 $32.89 $32.44 $32.89 2,600
19/05/2026 $32.42 $32.42 $32.39 $32.39 600