Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYRAX (Lyrical U.S. Value Equity Fund – Class A) | 8.95% | 17.19% | 19.63% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYRAX (Lyrical U.S. Value Equity Fund – Class A) | 07/05/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.78 | 17.19 | 19.63 | NA | NA | NA | NA | … | … | 8.95 | 17.57 | 12.72 | 27.27 | 4.18 |
| Sharpe Ratio | NA | 1.15 | 1.05 | NA | NA | NA | NA | … | … | 1.41 | 0.70 | 0.60 | 1.35 | 0.24 |
| Standard Deviation(%) | NA | 16.52 | 17.89 | NA | NA | NA | NA | … | … | 19.27 | 21.00 | 15.07 | 17.68 | 26.33 |
| Draw Down(%) | NA | 12.22 | 19.73 | NA | NA | NA | NA | … | … | 12.22 | 18.68 | 8.91 | 14.74 | 18.72 |
| Yield(%) | 0.00 | 5.28 | 2.77 | 2.86 | 1.43 | 0.95 | 0.71 | … | … | 0.00 | 5.77 | 0.12 | 0.53 | 5.49 |
Data as of 06/10/2026, Common starting date is 07/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRAX (Lyrical U.S. Value Equity Fund – Class A) |
14.79%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRAX (Lyrical U.S. Value Equity Fund – Class A) |
23.31%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart