Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYRWX (Lyrical International Value Equity Fund Institutional Class) | 7.77% | 18.54% | 15.18% | 6.34% | 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 |
|---|---|---|
| LYRWX (Lyrical International Value Equity Fund Institutional 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 | 18.54 | 15.18 | 6.34 | NA | NA | NA | … | … | 7.77 | 35.79 | -2.29 | 13.19 | -12.65 | 15.40 | 23.19 |
| Sharpe Ratio | NA | 0.94 | 0.73 | 0.22 | NA | NA | NA | … | … | 0.78 | 1.97 | -0.40 | 0.66 | -0.60 | 1.02 | 0.77 |
| Standard Deviation(%) | NA | 16.87 | 16.40 | 17.76 | NA | NA | NA | … | … | 21.20 | 16.80 | 14.67 | 14.66 | 23.54 | 15.04 | 37.07 |
| Draw Down(%) | NA | 13.36 | 16.05 | 30.98 | NA | NA | NA | … | … | 13.36 | 12.03 | 10.73 | 16.05 | 28.76 | 9.26 | 31.66 |
| Yield(%) | 0.00 | 6.21 | 4.23 | 3.56 | 2.67 | 1.78 | 1.34 | … | … | 0.00 | 7.71 | 3.34 | 1.69 | 2.70 | 5.91 | 0.51 |
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 |
|---|---|---|---|---|
| LYRWX (Lyrical International Value Equity Fund Institutional Class) |
-1.14%
Dec 2021 – Dec 2024 |
5.39%
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 |
|---|---|---|---|---|
| LYRWX (Lyrical International Value Equity Fund Institutional Class) |
20.39%
Sep 2022 – Sep 2025 |
13.00%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart