Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSTX (SMALL-CAP VALUE SERIES CLASS R5) | 13.22% | 24.78% | 13.71% | 5.24% | 7.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSTX (SMALL-CAP VALUE SERIES CLASS R5) | 07/01/2015 | 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 (%) | 0.40 | 24.78 | 13.71 | 5.24 | 7.58 | NA | NA | … | … | 13.22 | -1.95 | 13.00 | 20.05 | -17.29 | 26.63 | -1.22 | 20.68 | -11.65 | 6.76 | 20.69 | -6.02 |
| Sharpe Ratio | NA | 1.26 | 0.52 | 0.12 | 0.25 | NA | NA | … | … | 1.67 | -0.21 | 0.50 | 0.90 | -0.73 | 1.16 | -0.03 | 1.24 | -0.78 | 0.55 | 1.26 | -0.67 |
| Standard Deviation(%) | NA | 17.16 | 19.85 | 21.33 | 23.54 | NA | NA | … | … | 17.29 | 23.70 | 18.58 | 18.31 | 25.88 | 22.93 | 47.31 | 15.51 | 16.74 | 11.17 | 16.24 | 17.38 |
| Draw Down(%) | NA | 11.11 | 29.11 | 29.11 | 50.07 | NA | NA | … | … | 11.11 | 24.99 | 9.41 | 14.58 | 27.80 | 12.41 | 47.10 | 11.89 | 26.72 | 7.15 | 12.85 | 12.22 |
| Yield(%) | 0.00 | 5.22 | 5.26 | 5.12 | 7.31 | 5.11 | 3.83 | … | … | 0.00 | 4.82 | 8.68 | 0.32 | 2.42 | 14.80 | 0.98 | 16.32 | 12.53 | 11.55 | 13.42 | 16.56 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LRSTX (SMALL-CAP VALUE SERIES CLASS R5) |
-10.96%
Mar 2017 – Mar 2020 |
0.53%
Sep 2017 – Sep 2022 |
6.21%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSTX (SMALL-CAP VALUE SERIES CLASS R5) |
20.42%
Mar 2020 – Mar 2023 |
15.39%
Mar 2020 – Mar 2025 |
8.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart