Find A Portfolio/Ticker
Comparison Box
LYRCX: Lyrical U.S. Value Equity Fund C Class (MUTUAL FUND)
Basic Info 24.12 0.31(1.30%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/05/2022 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 07/05/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 6.3 | 35.1 | 20.3 | 26.4 | 3.8 |
Sharpe Ratio | NA | 0.82 | 1.73 | 0.78 | 1.26 | 0.21 |
Draw Down(%) | NA | 6.7 | 11.4 | 18.8 | 14.9 | 18.8 |
Standard Deviation(%) | NA | 13.3 | 15.6 | 19.9 | 17.7 | 26.4 |
Treynor Ratio | NA | 0.12 | 0.24 | 0.14 | 0.2 | 0.05 |
Alpha | NA | 0.01 | 0.03 | 0.01 | -0.01 | 0.03 |
Beta | NA | 0.94 | 1.11 | 1.08 | 1.14 | 1.06 |
RSquared | NA | 0.71 | 0.74 | 0.83 | 0.77 | 0.91 |
Yield(%) | N/A | 0.0 | 0.2 | N/A | 0.2 | 5.4 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -96.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2022
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |