Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSVX (SMALL-CAP VALUE SERIES CLASS R6) | 11.45% | 23.13% | 13.17% | 4.86% | 7.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSVX (SMALL-CAP VALUE SERIES CLASS R6) | 07/01/2015 | 06/05/2026 |
| 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 (%) | -0.31 | 23.13 | 13.17 | 4.86 | 7.55 | NA | NA | … | … | 11.45 | -1.88 | 13.14 | 20.13 | -17.21 | 26.75 | -1.19 | 21.41 | -11.57 | 6.82 | 20.85 | -5.98 |
| Sharpe Ratio | NA | 1.19 | 0.50 | 0.12 | 0.25 | NA | NA | … | … | 1.51 | -0.20 | 0.51 | 0.91 | -0.72 | 1.17 | -0.03 | 1.29 | -0.78 | 0.56 | 1.27 | -0.67 |
| Standard Deviation(%) | NA | 17.27 | 19.78 | 21.34 | 23.54 | NA | NA | … | … | 17.35 | 23.71 | 18.61 | 18.30 | 25.91 | 22.89 | 47.27 | 15.48 | 16.74 | 11.13 | 16.27 | 17.39 |
| Draw Down(%) | NA | 11.16 | 29.10 | 29.10 | 49.74 | NA | NA | … | … | 11.16 | 24.99 | 9.43 | 14.56 | 27.73 | 12.37 | 47.09 | 11.83 | 26.71 | 7.13 | 12.84 | 12.19 |
| Yield(%) | 0.00 | 5.16 | 5.22 | 5.07 | 7.35 | 5.14 | 3.85 | … | … | 0.00 | 4.76 | 8.60 | 0.33 | 2.45 | 14.72 | 0.99 | 16.87 | 12.49 | 11.54 | 13.41 | 16.56 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LRSVX (SMALL-CAP VALUE SERIES CLASS R6) |
-10.73%
Mar 2017 – Mar 2020 |
0.71%
Sep 2017 – Sep 2022 |
6.35%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSVX (SMALL-CAP VALUE SERIES CLASS R6) |
20.51%
Mar 2020 – Mar 2023 |
15.47%
Mar 2020 – Mar 2025 |
8.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart