Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYRNX (Lyrical International Value Equity Fund Investor Class) | 7.64% | 18.25% | 14.89% | 6.09% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYRNX (Lyrical International Value Equity Fund Investor Class) | 03/06/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | 18.25 | 14.89 | 6.09 | NA | NA | NA | … | … | 7.64 | 35.45 | -2.52 | 12.96 | -12.90 | 15.24 | 22.88 |
| Sharpe Ratio | NA | 1.19 | 0.77 | 0.24 | NA | NA | NA | … | … | 1.13 | 1.95 | -0.42 | 0.64 | -0.61 | 1.01 | 0.76 |
| Standard Deviation(%) | NA | 16.52 | 16.34 | 17.70 | NA | NA | NA | … | … | 20.96 | 16.76 | 14.70 | 14.67 | 23.52 | 15.04 | 37.00 |
| Draw Down(%) | NA | 13.38 | 16.12 | 31.07 | NA | NA | NA | … | … | 13.38 | 12.05 | 10.76 | 16.12 | 28.85 | 9.29 | 31.66 |
| Yield(%) | 0.00 | 6.00 | 3.93 | 3.37 | 2.51 | 1.67 | 1.25 | … | … | 0.00 | 7.44 | 3.10 | 1.23 | 2.49 | 5.91 | 0.32 |
Data as of 06/05/2026, Common starting date is 03/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRNX (Lyrical International Value Equity Fund Investor Class) |
-1.38%
Dec 2021 – Dec 2024 |
5.14%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRNX (Lyrical International Value Equity Fund Investor Class) |
20.10%
Sep 2022 – Sep 2025 |
12.73%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart