Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LARCX (FLOATING RATE FUND CLASS C) | 1.07% | 5.08% | 7.51% | 4.90% | 3.79% | 3.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LARCX (FLOATING RATE FUND CLASS C) | 12/18/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.08 | 7.51 | 4.90 | 3.79 | 3.68 | NA | … | … | 1.07 | 5.42 | 8.19 | 12.13 | -2.81 | 3.48 | -2.30 | 6.67 | -0.86 | 3.07 | 9.20 | -0.28 | 0.25 | 5.33 | 8.32 | 1.61 | 7.39 | 31.42 | -22.17 | -0.99 |
| Sharpe Ratio | NA | 1.27 | 1.81 | 0.89 | 0.57 | NA | NA | … | … | -0.07 | 1.03 | 2.00 | 2.83 | -1.27 | 2.52 | -0.26 | 2.32 | -1.19 | 1.83 | 4.73 | -0.18 | 0.13 | 3.73 | 4.07 | 0.40 | 3.77 | 7.78 | -3.47 | -5.19 |
| Standard Deviation(%) | NA | 2.16 | 2.50 | 2.67 | 3.84 | NA | NA | … | … | 2.45 | 2.48 | 2.28 | 3.02 | 3.36 | 1.37 | 9.90 | 2.24 | 1.89 | 1.32 | 1.90 | 1.69 | 1.85 | 1.42 | 2.05 | 3.90 | 1.94 | 4.02 | 6.65 | 5.65 |
| Draw Down(%) | NA | 1.62 | 2.65 | 6.49 | 21.86 | NA | NA | … | … | 1.62 | 2.65 | 0.74 | 1.75 | 6.49 | 0.83 | 21.86 | 1.44 | 4.45 | 0.75 | 1.62 | 3.47 | 2.69 | 1.03 | 1.65 | 6.34 | 2.41 | 2.15 | 24.88 | 1.09 |
| Yield(%) | 0.00 | 5.55 | 7.00 | 5.55 | 4.57 | 4.30 | 3.78 | … | … | 1.91 | 6.30 | 7.62 | 7.83 | 3.82 | 2.12 | 3.59 | 4.96 | 4.47 | 3.77 | 4.03 | 3.71 | 3.86 | 4.18 | 4.78 | 4.14 | 5.03 | 7.33 | 4.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LARCX (FLOATING RATE FUND CLASS C) |
-3.05%
Mar 2017 – Mar 2020 |
-0.38%
Mar 2015 – Mar 2020 |
1.96%
Mar 2010 – Mar 2020 |
2.95%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LARCX (FLOATING RATE FUND CLASS C) |
12.77%
Dec 2008 – Dec 2011 |
10.35%
Dec 2008 – Dec 2013 |
6.36%
Nov 2008 – Nov 2018 |
5.22%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart