Canada markets close in 2 hours 32 minutes

Lyrical US Value Equity Investor (LYRBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
23.78+0.24 (+1.02%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.53%
5-Year Average Return9.96%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 1, 2024)29.76%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return29.76%
Worst 3-Yr Total Return2.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLYRBXCategory
YTD11.60%21.28%
1-Month5.92%-1.96%
3-Month11.60%4.90%
1-Year39.36%55.83%
3-Year9.28%11.08%
5-Year12.44%11.93%
10-Year8.69%10.64%
Last Bull Market56.83%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)

YTD6
1-Month32
3-Month6
1-Year1
3-Year30
5-Year22

Load Adjusted Returns

1-Year39.36%
3-Year9.28%
5-Year12.44%
10-Year8.69%