Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRRKX (FLOATING RATE FUND CLASS R4) | 1.28% | 5.52% | 8.07% | 5.66% | 4.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRRKX (FLOATING RATE FUND CLASS R4) | 07/10/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.52 | 8.07 | 5.66 | 4.53 | NA | NA | … | … | 1.28 | 5.91 | 8.92 | 12.64 | -1.88 | 5.09 | -1.74 | 7.27 | -0.26 | 3.71 | 8.71 | -3.05 |
| Sharpe Ratio | NA | 1.44 | 1.93 | 1.13 | 0.75 | NA | NA | … | … | 0.25 | 1.13 | 2.03 | 3.02 | -0.97 | 3.29 | -0.20 | 2.51 | -0.82 | 2.03 | 4.45 | -3.49 |
| Standard Deviation(%) | NA | 2.43 | 2.70 | 2.80 | 3.91 | NA | NA | … | … | 2.61 | 2.68 | 2.61 | 3.00 | 3.43 | 1.54 | 9.90 | 2.31 | 2.01 | 1.51 | 1.91 | 1.81 |
| Draw Down(%) | NA | 1.46 | 2.61 | 6.12 | 21.90 | NA | NA | … | … | 1.46 | 2.61 | 0.86 | 1.88 | 6.12 | 0.71 | 21.90 | 1.36 | 4.47 | 0.86 | 1.93 | 3.62 |
| Yield(%) | 0.00 | 6.08 | 7.56 | 6.25 | 5.23 | 3.56 | 2.67 | … | … | 2.11 | 6.88 | 8.17 | 8.42 | 4.63 | 3.81 | 4.12 | 5.54 | 5.08 | 4.39 | 3.48 | 1.41 |
Data as of 06/03/2026, Common starting date is 07/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRRKX (FLOATING RATE FUND CLASS R4) |
-2.49%
Mar 2017 – Mar 2020 |
1.37%
Jun 2017 – Jun 2022 |
4.32%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRRKX (FLOATING RATE FUND CLASS R4) |
9.37%
Sep 2022 – Sep 2025 |
8.16%
Mar 2020 – Mar 2025 |
4.84%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart