Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYRZX (Lyrical International Value Equity Fund C Class) | NA | 23.27% | NA | NA | NA | NA | NA | … | … |
Data as of 06/30/2025, Common starting date is 07/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYRZX (Lyrical International Value Equity Fund C Class) | 07/05/2022 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.64 | 23.27 | NA | NA | NA | NA | NA | … | … | 27.48 | -3.22 | 12.16 | 10.81 |
| Sharpe Ratio | NA | 1.16 | NA | NA | NA | NA | NA | … | … | 3.08 | -0.47 | 0.59 | 0.88 |
| Standard Deviation(%) | NA | 17.92 | NA | NA | NA | NA | NA | … | … | 19.91 | 14.71 | 14.65 | 23.50 |
| Draw Down(%) | NA | 12.06 | NA | NA | NA | NA | NA | … | … | 12.06 | 10.97 | 16.31 | 17.70 |
| Yield(%) | 0.00 | 2.29 | 2.14 | 1.28 | 0.64 | 0.43 | 0.32 | … | … | 0.00 | 2.31 | 0.64 | 2.96 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| LYRZX (Lyrical International Value Equity Fund C Class) |
0.00%
NA |
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 |
|---|---|---|---|---|
| LYRZX (Lyrical International Value Equity Fund C Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart