Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFRAX (FLOATING RATE FUND CLASS A) | 0.90% | 5.28% | 7.81% | 5.39% | 4.27% | 4.25% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFRAX (FLOATING RATE FUND CLASS A) | 12/18/2007 | 06/11/2026 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 5.28 | 7.81 | 5.39 | 4.27 | 4.25 | NA | … | … | 0.90 | 6.08 | 8.87 | 12.73 | -2.11 | 3.79 | -1.68 | 7.34 | -0.22 | 2.84 | 9.91 | 0.33 | 0.93 | 5.90 | 9.03 | 2.46 | 8.26 | 32.28 | -21.71 | -0.99 |
| Sharpe Ratio | NA | 1.27 | 1.83 | 1.06 | 0.68 | NA | NA | … | … | 0.08 | 1.19 | 2.05 | 3.01 | -1.03 | 2.54 | -0.20 | 2.54 | -0.78 | 1.39 | 4.73 | 0.16 | 0.47 | 3.75 | 4.10 | 0.60 | 3.80 | 7.90 | -3.37 | -5.19 |
| Standard Deviation(%) | NA | 2.28 | 2.66 | 2.79 | 3.89 | NA | NA | … | … | 2.39 | 2.68 | 2.57 | 3.04 | 3.44 | 1.48 | 9.85 | 2.31 | 2.06 | 1.58 | 2.05 | 1.83 | 1.95 | 1.56 | 2.21 | 4.05 | 2.15 | 4.07 | 6.71 | 5.65 |
| Draw Down(%) | NA | 1.46 | 2.61 | 6.37 | 21.78 | NA | NA | … | … | 1.46 | 2.61 | 0.86 | 1.88 | 6.37 | 0.71 | 21.78 | 1.34 | 4.36 | 1.28 | 1.56 | 3.17 | 2.52 | 0.96 | 1.59 | 6.13 | 2.36 | 2.10 | 24.55 | 1.09 |
| Yield(%) | 0.00 | 6.11 | 7.58 | 6.10 | 5.13 | 4.89 | 4.30 | … | … | 2.11 | 6.90 | 8.25 | 8.50 | 4.39 | 2.55 | 4.17 | 5.61 | 5.12 | 4.44 | 4.70 | 4.32 | 4.53 | 4.83 | 5.45 | 4.86 | 5.84 | 8.06 | 5.10 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFRAX (FLOATING RATE FUND CLASS A) |
-2.76%
Mar 2017 – Mar 2020 |
0.05%
Mar 2015 – Mar 2020 |
2.53%
Mar 2010 – Mar 2020 |
3.54%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFRAX (FLOATING RATE FUND CLASS A) |
13.63%
Dec 2008 – Dec 2011 |
11.12%
Dec 2008 – Dec 2013 |
6.96%
Nov 2008 – Nov 2018 |
5.83%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart