We believe risk management is as important as raw performance.  That is why we show you a measure of portfolio volatility (Standard Deviation) along with performance.  We encourage you to examine our complete performance data.

Lyon CapitalManagement

2016 Equity Returns

 
      2016     
 
   10 years  
Mean Since Inception
12/31/1993
Standard
Deviation* 
Lyon Gross
16.79 9.16% 12.26% 14.83%
Lyon Net
15.79 8.16% 11.26% 14.83%
S&P 500 Index
11.96% 8.74% 10.84% 18.06%
Russell 1000 Value Index
17.34% 7.56% 11.02% 16.91%

All returns are through 12/31/2016 unless otherwise indicated. Gross performance results are presented after brokerage commissions and before management fees.  Net performance results are presented after deducting a 1% management fee in accordance with the firm’s fee schedule set forth in Part 2 of the firm’s Form ADV Brochure.  Your fees may be lower.

*Standard deviation (since inception) is one measure of portfolio volatility, or risk. A lower figure denotes lower volatility. Benchmark returns do not include brokerage commissions or management fees. Returns for periods more than 1 year are mean returns.

NOTE:  Additional information below will download as a .pdf file!