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LYRZX: Lyrical International Value Equity Fund C Class (MUTUAL FUND)
Basic Info 11.68 0.01(0.09%) April 17
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 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 07/05/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | -3.5 | -1.2 | 5.0 | 12.3 | 12.2 | 10.9 |
Sharpe Ratio | NA | -0.22 | 0.27 | 0.56 | 0.54 | 0.89 |
Draw Down(%) | NA | 4.1 | 16.3 | 17.7 | 16.3 | 17.7 |
Standard Deviation(%) | NA | 12.7 | 13.8 | 17.3 | 14.7 | 23.6 |
Treynor Ratio | NA | -0.03 | 0.04 | 0.11 | 0.1 | 0.24 |
Alpha | NA | -0.07 | -0.05 | -0.01 | -0.03 | 0.08 |
Beta | NA | 0.8 | 0.88 | 0.84 | 0.81 | 0.87 |
RSquared | NA | 0.55 | 0.59 | 0.67 | 0.57 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2022
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