Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSRX (SMALL-CAP VALUE SERIES CLASS R3) | 12.97% | 24.12% | 13.10% | 4.69% | 7.03% | 7.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSRX (SMALL-CAP VALUE SERIES CLASS R3) | 03/27/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 24.12 | 13.10 | 4.69 | 7.03 | 7.34 | NA | … | … | 12.97 | -4.58 | 0.73 | 19.51 | -20.90 | 5.63 | -1.75 | 20.16 | -12.10 | 6.26 | 20.09 | -1.82 | 1.75 | 34.01 | 10.35 | -4.81 | 26.10 | 29.60 | -25.95 |
| Sharpe Ratio | NA | 1.22 | 0.48 | 0.10 | 0.23 | NA | NA | … | … | 1.62 | -0.31 | -0.26 | 0.84 | -0.86 | 0.19 | -0.04 | 1.21 | -0.81 | 0.50 | 1.22 | -0.12 | 0.11 | 2.47 | 0.62 | -0.15 | 1.11 | 0.85 | -0.74 |
| Standard Deviation(%) | NA | 17.28 | 19.91 | 21.36 | 23.56 | NA | NA | … | … | 17.40 | 24.37 | 22.53 | 18.30 | 26.07 | 29.54 | 47.32 | 15.55 | 16.70 | 11.22 | 16.29 | 15.59 | 15.14 | 13.76 | 16.67 | 32.50 | 23.42 | 34.82 | 44.71 |
| Draw Down(%) | NA | 11.24 | 29.33 | 29.33 | 50.43 | NA | NA | … | … | 11.24 | 25.11 | 18.92 | 14.67 | 28.03 | 23.84 | 47.14 | 12.07 | 26.84 | 7.29 | 12.88 | 13.75 | 13.35 | 5.71 | 14.96 | 31.72 | 18.73 | 32.21 | 47.74 |
| Yield(%) | 0.00 | 7.48 | 7.27 | 6.69 | 8.36 | 8.63 | 7.95 | … | … | 0.00 | 6.89 | 12.40 | 0.00 | 3.06 | 19.77 | 0.88 | 20.57 | 15.55 | 13.79 | 15.72 | 19.81 | 23.88 | 28.81 | 2.97 | 0.00 | 0.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSRX (SMALL-CAP VALUE SERIES CLASS R3) |
-11.40%
Mar 2017 – Mar 2020 |
-4.68%
Mar 2015 – Mar 2020 |
3.07%
Mar 2010 – Mar 2020 |
5.33%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSRX (SMALL-CAP VALUE SERIES CLASS R3) |
28.44%
Feb 2009 – Feb 2012 |
23.27%
Feb 2009 – Feb 2014 |
13.84%
Feb 2009 – Feb 2019 |
10.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart