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Lyrical US Value Equity Investor (LYRBX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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23.70

-0.30

(-1.25%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★★

Number of years up6

Number of years down3

Best 1-yr total return (13 Jun 2024)29.76%

Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years

LYRBXCategory average

5 years

LYRBXCategory average

10 years

LYRBXCategory average

Alpha

-3.83-0.09

-4.04-0.07

-6.65-0.06

BETA

1.10.01

1.320.01

1.320.01

Mean annual return

0.640.01

1.410.01

0.850.01

R-squared

78.590.85

80.420.82

80.320.84

Standard deviation

22.160.25

26.830.2

22.480.17

Sharpe ratio

0.20.01

0.550.01

0.380.01

Treynor ratio

1.940.08

8.920.09

4.80.09