Back to top
more

Lyrical International Value Equity Fund Institutional Class: (MF: LYRWX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:30 PM ET

$13.90 USD

-0.12 (-0.86%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.27 80
3 months 9.84 77
6 months 12.19 80
1 Year 35.34 56
3 Year 15.41 74
5 Year 8.67 43
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 35.75
5 Year 8.66
10 Year NA
Since Inception 16.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 10.02 16.84 2.15 3.37
2024 3.71 -3.66 7.10 -8.67
2023 5.18 4.48 -7.29 11.10
2022 -6.85 -14.29 -8.89 20.04
2021 12.11 3.26 0.07 -0.28

Annual Return

202620252024202320222021
% Total Return 7.2735.76-2.2713.19-12.6915.53
% Total Return Rel to Index -1.583.57-6.61-5.663.78-1.83
% Total Return Rel to Peer -2.356.56-6.81-1.627.029.10
% Perf Quintile vs Peer* 5.002.000.004.001.001.00
% Dividends 0.000.170.390.170.320.00
% Yield 0.001.123.291.352.910.00
Capital Gains ($) 0.000.680.000.000.010.68
Expense Ratio 0.001.040.991.000.990.00

* 1 = Top 20%, 5 = Bottom 20%