Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSPX (SMALL-CAP VALUE SERIES CLASS P) | 11.80% | 20.40% | 11.24% | -0.19% | 4.58% | 6.53% | 6.43% | … | … |
Data as of 06/08/2026, Common starting date is 01/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSPX (SMALL-CAP VALUE SERIES CLASS P) | 01/24/2002 | 06/08/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 20.40 | 11.24 | -0.19 | 4.58 | 6.53 | 6.43 | … | … | 11.80 | -6.36 | 12.37 | 19.54 | -20.84 | 5.59 | -1.73 | 20.20 | -12.04 | 6.29 | 20.12 | -1.81 | 12.09 | 34.02 | 10.42 | -4.76 | 26.07 | 29.58 | -31.15 | 10.53 | 20.30 | 13.11 | 22.46 | 35.57 | -16.79 |
| Sharpe Ratio | NA | 1.15 | 0.47 | -0.11 | 0.13 | NA | NA | … | … | 1.48 | -0.31 | 0.47 | 0.88 | -0.86 | 0.19 | -0.04 | 1.21 | -0.81 | 0.50 | 1.22 | -0.12 | 0.25 | 2.47 | 0.63 | -0.15 | 1.11 | 0.85 | -0.78 | 0.41 | 1.04 | 0.69 | 1.42 | 2.09 | -0.81 |
| Standard Deviation(%) | NA | 17.29 | 19.77 | 22.97 | 24.30 | NA | NA | … | … | 17.35 | 24.25 | 18.60 | 18.30 | 26.09 | 29.60 | 47.27 | 15.48 | 16.72 | 11.22 | 16.27 | 15.57 | 47.76 | 13.77 | 16.65 | 32.51 | 23.38 | 34.80 | 41.23 | 17.97 | 16.24 | 15.83 | 15.12 | 16.67 | 23.54 |
| Draw Down(%) | NA | 11.17 | 29.26 | 40.11 | 50.43 | NA | NA | … | … | 11.17 | 25.05 | 9.48 | 14.68 | 28.00 | 23.91 | 47.16 | 12.01 | 26.82 | 7.27 | 12.89 | 13.72 | 25.77 | 5.72 | 14.96 | 31.74 | 18.78 | 32.18 | 47.70 | 9.07 | 14.78 | 10.85 | 10.46 | 10.83 | 28.99 |
| Yield(%) | 0.00 | 7.37 | 7.03 | 3.04 | 6.88 | 8.08 | 7.49 | … | … | 0.00 | 6.93 | 12.48 | 0.00 | 0.06 | 0.00 | 0.93 | 20.69 | 15.62 | 13.85 | 15.79 | 19.88 | 23.94 | 28.88 | 3.04 | 0.00 | 0.00 | 0.00 | 0.05 | 16.36 | 15.78 | 10.67 | 10.72 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSPX (SMALL-CAP VALUE SERIES CLASS P) |
-12.61%
Feb 2006 – Feb 2009 |
-4.64%
Mar 2015 – Mar 2020 |
2.18%
Apr 2015 – Apr 2025 |
3.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSPX (SMALL-CAP VALUE SERIES CLASS P) |
30.46%
Mar 2003 – Mar 2006 |
23.30%
Feb 2009 – Feb 2014 |
14.97%
Feb 2009 – Feb 2019 |
12.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart