Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSQX (SMALL-CAP VALUE SERIES CLASS R2) | 11.54% | 19.50% | 11.32% | 4.51% | 6.87% | 7.27% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSQX (SMALL-CAP VALUE SERIES CLASS R2) | 03/27/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 19.50 | 11.32 | 4.51 | 6.87 | 7.27 | NA | … | … | 11.54 | 0.35 | 12.24 | 19.30 | -17.76 | 25.76 | -1.81 | 19.98 | -12.21 | 6.14 | 19.96 | -1.91 | 1.59 | 33.77 | 10.20 | -4.90 | 26.03 | 29.47 | -25.76 |
| Sharpe Ratio | NA | 1.14 | 0.46 | 0.08 | 0.22 | NA | NA | … | … | 1.47 | -0.11 | 0.46 | 0.86 | -0.74 | 1.13 | -0.04 | 1.20 | -0.81 | 0.49 | 1.21 | -0.12 | 0.10 | 2.45 | 0.61 | -0.15 | 1.11 | 0.84 | -0.73 |
| Standard Deviation(%) | NA | 17.27 | 19.79 | 21.35 | 23.53 | NA | NA | … | … | 17.33 | 23.18 | 18.62 | 18.32 | 25.91 | 22.86 | 47.18 | 15.46 | 16.75 | 11.23 | 16.28 | 15.58 | 15.14 | 13.78 | 16.64 | 32.51 | 23.40 | 34.79 | 44.74 |
| Draw Down(%) | NA | 11.18 | 29.32 | 29.32 | 50.51 | NA | NA | … | … | 11.18 | 25.09 | 9.56 | 14.75 | 28.08 | 12.42 | 47.14 | 12.06 | 26.88 | 7.37 | 12.94 | 13.76 | 13.38 | 5.77 | 14.96 | 31.76 | 18.72 | 32.18 | 47.75 |
| Yield(%) | 0.00 | 7.45 | 7.22 | 6.89 | 8.48 | 8.78 | 7.94 | … | … | 0.00 | 7.03 | 12.80 | 0.00 | 3.14 | 20.23 | 0.82 | 20.86 | 15.76 | 13.95 | 15.87 | 19.92 | 23.94 | 28.82 | 2.89 | 0.00 | 0.11 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSQX (SMALL-CAP VALUE SERIES CLASS R2) |
-11.50%
Mar 2017 – Mar 2020 |
-4.79%
Mar 2015 – Mar 2020 |
2.95%
Mar 2010 – Mar 2020 |
5.23%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSQX (SMALL-CAP VALUE SERIES CLASS R2) |
28.32%
Feb 2009 – Feb 2012 |
23.14%
Feb 2009 – Feb 2014 |
13.70%
Feb 2009 – Feb 2019 |
10.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart