Summary
THMZ
Prices · period metrics · 12M
NAV as of 21/07/2026
30/05/2025 → 28/05/2026
Return 10.25% 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: 21/07/2026

Current price: $33.41

Expense ratio: 0.50%

Assets under management
$54.1M
0.88% 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

-0.93%

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

3.98%

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

2.49%

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

10.25%

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: 21/07/2025 - 21/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.044%

Best day

3.937%

08/04/2026
Worst day

-3.603%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $33.12 $33.41 $33.12 $33.41 1,100
20/07/2026 $33.02 $33.02 $33.02 $33.02 100
17/07/2026 $32.86 $33.05 $32.86 $33.04 1,400
16/07/2026 $33.68 $33.68 $33.47 $33.49 1,600
15/07/2026 $33.74 $33.79 $33.59 $33.77 2,500
14/07/2026 $33.68 $33.68 $33.55 $33.55 1,600
13/07/2026 $33.75 $33.75 $33.52 $33.52 1,200
10/07/2026 $33.87 $33.92 $33.87 $33.92 300
09/07/2026 $33.70 $33.70 $33.65 $33.65 1,000
08/07/2026 $33.41 $33.42 $33.34 $33.42 700