Lyrical Value Equity Fund Fundamentals
| LYRBX Fund | USD 29.08 0.35 1.19% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Lyrical Value's long-term financial health and intrinsic value.
Lyrical |
Lyrical Value Equity Mutual Fund One Year Return Analysis
Lyrical Value's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lyrical Value One Year Return | 19.12 % |
Most of Lyrical Value's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lyrical Value Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Lyrical Value Equity has an One Year Return of 19.1194%. This is much higher than that of the Lyrical family and significantly higher than that of the Mid-Cap Value category. The one year return for all United States funds is notably lower than that of the firm.
Lyrical Value Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lyrical Value's current stock value. Our valuation model uses many indicators to compare Lyrical Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lyrical Value competition to find correlations between indicators driving Lyrical Value's intrinsic value. More Info.Lyrical Value Equity is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.56 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lyrical Value's earnings, one of the primary drivers of an investment's value.Lyrical One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lyrical Value's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lyrical Value could also be used in its relative valuation, which is a method of valuing Lyrical Value by comparing valuation metrics of similar companies.Lyrical Value is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Lyrical Value
The fund invests 99.29% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.71%) .Asset allocation divides Lyrical Value's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lyrical Fundamentals
| Total Asset | 10.66 M | ||||
| Year To Date Return | 12.22 % | ||||
| One Year Return | 19.12 % | ||||
| Three Year Return | 16.97 % | ||||
| Five Year Return | 17.87 % | ||||
| Net Asset | 1.08 B | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 0.71 % | ||||
| Equity Positions Weight | 99.29 % |
About Lyrical Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lyrical Value Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lyrical Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lyrical Value Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. Lyrical U is traded on NASDAQ Exchange in the United States.
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Other Information on Investing in Lyrical Mutual Fund
Lyrical Value financial ratios help investors to determine whether Lyrical Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lyrical with respect to the benefits of owning Lyrical Value security.
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