Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRRTX (FLOATING RATE FUND CLASS R5) | 1.24% | 5.77% | 8.33% | 5.89% | 4.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRRTX (FLOATING RATE FUND CLASS R5) | 07/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.77 | 8.33 | 5.89 | 4.78 | NA | NA | … | … | 1.24 | 6.31 | 9.19 | 12.91 | -1.74 | 5.48 | -1.49 | 7.55 | 0.00 | 3.99 | 9.37 | -2.96 |
| Sharpe Ratio | NA | 1.47 | 1.99 | 1.19 | 0.81 | NA | NA | … | … | 0.20 | 1.28 | 2.08 | 3.05 | -0.91 | 3.48 | -0.18 | 2.59 | -0.67 | 2.12 | 4.48 | -3.32 |
| Standard Deviation(%) | NA | 2.57 | 2.74 | 2.85 | 3.92 | NA | NA | … | … | 2.73 | 2.69 | 2.67 | 3.06 | 3.49 | 1.57 | 9.85 | 2.34 | 2.08 | 1.58 | 2.04 | 1.84 |
| Draw Down(%) | NA | 1.55 | 2.59 | 6.00 | 21.86 | NA | NA | … | … | 1.55 | 2.59 | 0.86 | 1.87 | 6.00 | 0.71 | 21.86 | 1.24 | 4.42 | 0.75 | 1.93 | 3.55 |
| Yield(%) | 0.00 | 6.32 | 7.81 | 6.48 | 5.46 | 3.75 | 2.81 | … | … | 2.19 | 7.12 | 8.41 | 8.67 | 4.86 | 4.06 | 4.34 | 5.80 | 5.33 | 4.65 | 4.10 | 1.50 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LRRTX (FLOATING RATE FUND CLASS R5) |
-2.23%
Mar 2017 – Mar 2020 |
1.64%
Jun 2017 – Jun 2022 |
4.63%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRRTX (FLOATING RATE FUND CLASS R5) |
9.68%
Sep 2022 – Sep 2025 |
8.43%
Mar 2020 – Mar 2025 |
5.15%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart