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LYRVX: Lyrical International Value Equity Fund A Class (MUTUAL FUND)
Basic Info 12.29 0.07(0.57%) March 27
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% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 07/05/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 3.9 | 15.7 | 16.7 | 12.9 | 11.4 |
Sharpe Ratio | NA | 0.77 | 0.74 | 0.72 | 0.59 | 0.94 |
Draw Down(%) | NA | 4.1 | 16.1 | 17.6 | 16.1 | 17.6 |
Standard Deviation(%) | NA | 13.1 | 14.0 | 17.5 | 14.7 | 23.5 |
Treynor Ratio | NA | 0.12 | 0.12 | 0.15 | 0.11 | 0.25 |
Alpha | NA | -0.07 | -0.05 | -0.01 | -0.03 | 0.08 |
Beta | NA | 0.84 | 0.88 | 0.84 | 0.81 | 0.87 |
RSquared | NA | 0.56 | 0.56 | 0.67 | 0.56 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2022
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