Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRRRX (FLOATING RATE FUND CLASS R3) | 1.05% | 5.25% | 7.81% | 5.20% | 4.11% | 4.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRRRX (FLOATING RATE FUND CLASS R3) | 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 (%) | 0.00 | 5.25 | 7.81 | 5.20 | 4.11 | 4.02 | NA | … | … | 1.05 | 5.76 | 8.68 | 12.39 | -2.51 | 3.72 | -1.99 | 7.03 | -0.52 | 3.46 | 9.58 | 0.07 | 0.64 | 5.71 | 8.73 | 2.05 | 5.85 | 23.55 | -26.03 | -0.99 |
| Sharpe Ratio | NA | 1.34 | 1.89 | 0.98 | 0.65 | NA | NA | … | … | 0.03 | 1.11 | 2.11 | 2.83 | -1.15 | 2.68 | -0.23 | 2.49 | -0.99 | 1.95 | 4.59 | 0.02 | 0.32 | 3.82 | 3.89 | 0.51 | 3.06 | 6.36 | -4.18 | -5.19 |
| Standard Deviation(%) | NA | 2.40 | 2.61 | 2.76 | 3.88 | NA | NA | … | … | 2.63 | 2.60 | 2.40 | 3.11 | 3.42 | 1.38 | 9.90 | 2.23 | 1.92 | 1.44 | 2.04 | 1.84 | 1.91 | 1.49 | 2.25 | 3.97 | 1.88 | 3.68 | 6.43 | 5.65 |
| Draw Down(%) | NA | 1.63 | 2.63 | 6.49 | 21.82 | NA | NA | … | … | 1.63 | 2.63 | 0.74 | 1.75 | 6.49 | 0.71 | 21.82 | 1.28 | 4.40 | 0.75 | 1.58 | 3.30 | 2.64 | 1.00 | 1.72 | 6.24 | 2.89 | 2.52 | 27.83 | 1.09 |
| Yield(%) | 0.00 | 5.83 | 7.32 | 5.84 | 4.87 | 4.61 | 3.45 | … | … | 2.00 | 6.61 | 7.95 | 8.18 | 4.12 | 2.35 | 3.89 | 5.31 | 4.82 | 4.15 | 4.39 | 4.06 | 4.24 | 4.54 | 5.17 | 4.57 | 3.46 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| LRRRX (FLOATING RATE FUND CLASS R3) |
-2.73%
Mar 2017 – Mar 2020 |
-0.06%
Mar 2015 – Mar 2020 |
2.25%
Mar 2010 – Mar 2020 |
2.46%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRRRX (FLOATING RATE FUND CLASS R3) |
10.10%
Dec 2008 – Dec 2011 |
8.93%
Dec 2008 – Dec 2013 |
5.78%
Nov 2008 – Nov 2018 |
4.99%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart