Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LYRBX (LYRICAL U.S. VALUE EQUITY FUND INVESTOR CLASS) | 12.22% | 19.12% | 16.89% | 17.90% | 9.48% | NA | NA | 9.26% |
Data as of 07/24/2025, AR inception is 02/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYRBX (LYRICAL U.S. VALUE EQUITY FUND INVESTOR CLASS) | 02/27/2014 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 19.12 | 16.89 | 17.90 | 9.48 | NA | NA | 9.26 | 12.22 | 12.73 | 27.24 | -17.49 | 29.76 | 8.42 | 23.06 | -20.01 | 20.88 | 14.24 | -6.63 | 11.66 |
| Sharpe Ratio | NA | 0.65 | 0.75 | 0.75 | 0.31 | NA | NA | 0.32 | 0.77 | 0.60 | 1.34 | -0.70 | 1.55 | 0.16 | 1.08 | -1.18 | 2.04 | 0.74 | -0.39 | 0.99 |
| Standard Deviation(%) | NA | 21.52 | 20.05 | 21.19 | 24.63 | NA | NA | 23.60 | 25.13 | 15.09 | 17.70 | 27.14 | 19.18 | 52.02 | 19.95 | 18.15 | 9.97 | 18.86 | 17.27 | 14.06 |
| Draw Down(%) | NA | 19.73 | 19.73 | 27.64 | 55.41 | NA | NA | 55.41 | 18.65 | 8.90 | 14.73 | 27.64 | 8.37 | 53.15 | 16.74 | 29.38 | 5.98 | 15.20 | 16.94 | 13.84 |
| Yield(%) | 0.00 | 0.12 | 1.82 | 1.69 | 3.24 | 2.42 | 1.81 | 3.30 | 0.00 | 0.12 | 0.28 | 4.18 | 0.00 | 0.57 | 2.94 | 7.39 | 7.83 | 2.94 | 2.31 | 2.35 |
Data as of 07/24/2025, AR inception is 02/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRBX (LYRICAL U.S. VALUE EQUITY FUND INVESTOR CLASS) |
-12.15%
Mar 2017 - Mar 2020 |
-5.27%
Mar 2015 - Mar 2020 |
7.27%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRBX (LYRICAL U.S. VALUE EQUITY FUND INVESTOR CLASS) |
24.62%
Mar 2020 - Mar 2023 |
22.03%
Mar 2020 - Mar 2025 |
8.91%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart