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

2017 Equity Returns

 
      2017     
 
   10 years  
Mean Since Inception
12/31/1993
Standard
Deviation* 
Lyon Gross
20.65 11.32% 12.61% 14.61%
Lyon Net
19.65 10.32% 11.61% 14.61%
S&P 500 Index
21.80% 10.37% 11.30% 17.81%
Russell 1000 Value Index
13.66% 8.94% 11.13% 16.56%

All returns are through 12/31/2017 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!