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Lyrical US Value Equity Investor (LYRBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.780.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.53%
5-year average return9.69%
Number of years up6
Number of years down3
Best 1-yr total return (2 May 2024)29.76%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return29.76%
Worst 3-yr total return2.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLYRBXCategory
YTD4.40%21.28%
1-month-6.46%-1.96%
3-month3.04%4.90%
1-year32.31%55.83%
3-year5.60%11.08%
5-year9.54%11.93%
10-year7.99%10.64%
Last bull market35.93%25.54%
Last bear market-16.75%-22.08%

Annual total return (%) history

Year
LYRBXCategory
2024
N/AN/A
2023
27.24%N/A
2022
-17.60%N/A
2021
29.76%N/A
2020
8.41%2.63%
2019
23.06%25.18%
2018
-20.01%-12.86%
2017
20.88%13.22%
2016
14.24%18.06%
2015
-6.63%-5.41%
2014
N/A9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.60%N/AN/AN/A
20231.90%8.43%0.35%14.75%
2022-4.90%-16.75%-6.80%11.68%
202116.35%4.69%-1.35%7.99%
2020-38.89%28.06%8.22%28.01%
201912.71%0.26%-0.52%9.46%
2018-3.56%-2.01%3.48%-18.20%
20177.25%3.12%4.02%5.07%
2016-0.14%1.09%6.59%6.17%
20151.67%-0.91%-9.58%2.50%
20146.93%-3.62%6.90%N/A

Rank in category (by total return)

YTD20
1-month91
3-month65
1-year1
3-year32
5-year33

Load adjusted returns

1-year32.31%
3-year5.60%
5-year9.54%
10-year7.99%