Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSSX (SMALL-CAP VALUE SERIES CLASS R4) | 11.89% | 23.03% | 12.99% | 4.71% | 7.19% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSSX (SMALL-CAP VALUE SERIES CLASS R4) | 07/01/2015 | 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 (%) | -0.74 | 23.03 | 12.99 | 4.71 | 7.19 | NA | NA | … | … | 11.89 | -3.72 | 12.70 | 19.85 | -17.52 | 26.19 | -1.48 | 20.41 | -11.88 | 6.53 | 20.34 | -6.18 |
| Sharpe Ratio | NA | 1.24 | 0.50 | 0.11 | 0.24 | NA | NA | … | … | 1.64 | -0.28 | 0.49 | 0.89 | -0.73 | 1.14 | -0.04 | 1.22 | -0.80 | 0.53 | 1.12 | -0.68 |
| Standard Deviation(%) | NA | 17.23 | 19.87 | 21.34 | 23.63 | NA | NA | … | … | 17.36 | 24.08 | 18.56 | 18.28 | 25.92 | 22.92 | 47.28 | 15.53 | 16.73 | 11.16 | 17.96 | 17.42 |
| Draw Down(%) | NA | 11.14 | 29.20 | 29.20 | 50.24 | NA | NA | … | … | 11.14 | 25.02 | 9.45 | 14.58 | 27.93 | 12.43 | 47.11 | 11.99 | 26.78 | 7.19 | 11.62 | 12.24 |
| Yield(%) | 0.00 | 6.81 | 6.71 | 6.29 | 8.16 | 5.58 | 4.18 | … | … | 0.00 | 6.29 | 11.31 | 0.15 | 2.95 | 18.52 | 1.04 | 19.47 | 14.84 | 13.28 | 15.25 | 18.35 |
Data as of 06/03/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSSX (SMALL-CAP VALUE SERIES CLASS R4) |
-11.18%
Mar 2017 – Mar 2020 |
0.27%
Sep 2017 – Sep 2022 |
5.93%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSSX (SMALL-CAP VALUE SERIES CLASS R4) |
20.09%
Mar 2020 – Mar 2023 |
15.07%
Mar 2020 – Mar 2025 |
8.20%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart