Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYRCX (Lyrical U.S. Value Equity Fund C Class) | 11.08% | 18.99% | 20.06% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYRCX (Lyrical U.S. Value Equity Fund C Class) | 07/05/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 18.99 | 20.06 | NA | NA | NA | NA | … | … | 11.08 | 16.72 | 11.89 | 26.36 | 3.80 |
| Sharpe Ratio | NA | 1.10 | 1.00 | NA | NA | NA | NA | … | … | 1.35 | 0.66 | 0.55 | 1.30 | 0.21 |
| Standard Deviation(%) | NA | 16.50 | 17.89 | NA | NA | NA | NA | … | … | 19.25 | 21.04 | 15.06 | 17.68 | 26.32 |
| Draw Down(%) | NA | 12.37 | 19.97 | NA | NA | NA | NA | … | … | 12.37 | 18.76 | 8.96 | 14.89 | 18.78 |
| Yield(%) | 0.00 | 5.37 | 2.69 | 2.76 | 1.38 | 0.92 | 0.69 | … | … | 0.00 | 5.85 | 0.12 | 0.15 | 5.38 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| LYRCX (Lyrical U.S. Value Equity Fund C Class) |
13.92%
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 |
|---|---|---|---|---|
| LYRCX (Lyrical U.S. Value Equity Fund C Class) |
22.41%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart