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LYRWX: Lyrical International Value Equity Fund Institutional Class (MUTUAL FUND)
Basic Info 11.9 0.05(0.42%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (20%) |
Start Date: | 03/06/2020 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.87% |
Expenses | 0.99% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 0.6 | 7.0 | 0.2 | 4.8 | 13.2 | -12.6 | 15.5 | 23.2 |
Sharpe Ratio | NA | -0.45 | 0.15 | -0.17 | 0.3 | 0.62 | -0.59 | 1.03 | 0.77 |
Draw Down(%) | NA | 4.8 | 16.0 | 30.9 | 31.7 | 16.0 | 28.8 | 9.1 | 31.7 |
Standard Deviation(%) | NA | 12.4 | 13.8 | 17.9 | 22.9 | 14.7 | 23.5 | 15.0 | 37.1 |
Treynor Ratio | NA | -0.07 | 0.02 | -0.04 | 0.08 | 0.11 | -0.17 | 0.19 | 0.32 |
Alpha | NA | -0.05 | -0.04 | -0.02 | -0.01 | -0.03 | 0.02 | -0.02 | -0.01 |
Beta | NA | 0.76 | 0.87 | 0.81 | 0.85 | 0.81 | 0.8 | 0.83 | 0.9 |
RSquared | NA | 0.53 | 0.59 | 0.66 | 0.73 | 0.57 | 0.72 | 0.58 | 0.81 |
Yield(%) | N/A | 0.0 | 1.6 | 3.0 | N/A | 1.7 | 2.7 | 5.9 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | -47.1 | N/A | N/A | -47.1 | -50.0 | 1260.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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