Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYRIX (LYRICAL U.S. VALUE EQUITY FUND INSTITUTIONAL CLASS) | 11.47% | 20.08% | 20.80% | 10.27% | 11.61% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYRIX (LYRICAL U.S. VALUE EQUITY FUND INSTITUTIONAL CLASS) | 02/05/2013 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.31 | 20.08 | 20.80 | 10.27 | 11.61 | NA | NA | … | … | 11.47 | 13.87 | 13.00 | 27.62 | -17.34 | 30.11 | 8.64 | 23.54 | -19.75 | 21.32 | 14.60 | -6.45 | 13.90 | 42.97 |
| Sharpe Ratio | NA | 1.17 | 1.06 | 0.38 | 0.41 | NA | NA | … | … | 1.43 | 0.52 | 0.62 | 1.37 | -0.69 | 1.57 | 0.16 | 1.11 | -1.17 | 2.05 | 0.76 | -0.38 | 0.97 | 3.55 |
| Standard Deviation(%) | NA | 16.50 | 17.88 | 20.28 | 24.38 | NA | NA | … | … | 19.24 | 21.63 | 15.04 | 17.67 | 27.13 | 19.19 | 51.96 | 19.93 | 18.15 | 10.10 | 18.87 | 17.26 | 14.37 | 13.65 |
| Draw Down(%) | NA | 12.20 | 19.68 | 27.51 | 55.06 | NA | NA | … | … | 12.20 | 18.65 | 8.89 | 14.68 | 27.51 | 8.36 | 53.10 | 16.65 | 29.14 | 5.97 | 15.11 | 16.90 | 13.83 | 5.33 |
| Yield(%) | 0.00 | 5.44 | 2.95 | 2.49 | 4.38 | 4.81 | 3.61 | … | … | 0.00 | 5.95 | 0.36 | 0.55 | 4.37 | 0.17 | 0.82 | 3.29 | 7.63 | 7.85 | 3.39 | 2.54 | 2.46 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRIX (LYRICAL U.S. VALUE EQUITY FUND INSTITUTIONAL CLASS) |
-11.85%
Mar 2017 – Mar 2020 |
-4.96%
Mar 2015 – Mar 2020 |
7.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYRIX (LYRICAL U.S. VALUE EQUITY FUND INSTITUTIONAL CLASS) |
24.91%
Mar 2020 – Mar 2023 |
22.32%
Mar 2020 – Mar 2025 |
11.56%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart