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LYRNX: Lyrical International Value Equity Fund Investor Class (MUTUAL FUND)
Basic Info 11.95 0.12(1.01%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (20%) |
Start Date: | 03/06/2020 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.64% |
Expenses | 0.99% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 1.1 | 8.4 | -0.3 | 4.7 | 13.0 | -12.8 | 15.4 | 22.9 |
Sharpe Ratio | NA | -0.5 | 0.12 | -0.18 | 0.29 | 0.6 | -0.61 | 1.02 | 0.76 |
Draw Down(%) | NA | 4.8 | 16.1 | 31.0 | 31.7 | 16.1 | 28.9 | 9.2 | 31.7 |
Standard Deviation(%) | NA | 12.4 | 13.8 | 17.9 | 22.9 | 14.7 | 23.5 | 15.0 | 37.0 |
Treynor Ratio | NA | -0.08 | 0.02 | -0.04 | 0.08 | 0.11 | -0.18 | 0.18 | 0.32 |
Alpha | NA | -0.05 | -0.04 | -0.02 | -0.01 | -0.03 | 0.02 | -0.02 | -0.02 |
Beta | NA | 0.76 | 0.86 | 0.81 | 0.85 | 0.81 | 0.8 | 0.83 | 0.89 |
RSquared | NA | 0.52 | 0.58 | 0.66 | 0.73 | 0.57 | 0.72 | 0.58 | 0.8 |
Yield(%) | N/A | 0.0 | 1.2 | 2.8 | N/A | 1.2 | 2.5 | 5.9 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | -58.1 | N/A | N/A | -58.1 | -54.4 | 2166.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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