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Lyrical US Value Equity Investor (LYRBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.99+0.04 (+0.17%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up6
Number of years down3
Best 1-yr total return (20 Jun 2024)29.76%
Worst 1-yr total return (20 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