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Lyrical U.S. Value Equity Fund Institutional Class (LYRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.91-0.17 (-0.85%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return13.97%
5-Year Average Return7.47%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)23.54%
Worst 1 Yr Total Return (Feb 3, 2019)-19.75%
Best 3-Yr Total Return23.54%
Worst 3-Yr Total Return2.50%

Trailing Returns (%) Vs. Benchmarks

ReturnLYRIXCategory
YTD-4.87%21.28%
1-Month0.14%-1.96%
3-Month-4.87%4.90%
1-Year6.35%55.83%
3-Year13.74%11.08%
5-Year10.84%11.93%
10-Year0.00%10.64%
Last Bull Market0.00%25.54%
Last Bear Market0.00%-22.08%

Annual Total Return (%) History

Year
LYRIXCategory
2021
N/AN/A
2020
8.63%2.63%
2019
23.54%25.18%
2018
-19.75%-12.86%
2017
21.32%13.22%
2016
14.59%18.06%
2015
-6.45%-5.41%
2014
13.90%9.31%
2013
N/A35.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202116.38%N/AN/AN/A
2020-38.86%28.09%8.32%28.05%
201912.87%0.32%-0.45%9.59%
2018-3.44%-1.95%3.52%-18.12%
20177.37%3.18%4.12%5.18%
2016-0.07%1.15%6.70%6.24%
20151.67%-0.85%-9.49%2.54%
20143.16%7.00%-3.61%7.06%
20138.01%8.71%16.47%N/A

Rank In Category (By Total Return)

YTD42
1-Month69
3-Month51
1-Year22
3-Year45
5-Year44

Load Adjusted Returns

1-Year54.09%
3-Year9.76%
5-Year10.81%
10-YearN/A
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