Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSYX (SMALL-CAP VALUE SERIES CLASS I) | 11.46% | 23.05% | 13.11% | 4.79% | 7.41% | 8.31% | 7.86% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSYX (SMALL-CAP VALUE SERIES CLASS I) | 03/30/1999 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 23.05 | 13.11 | 4.79 | 7.41 | 8.31 | 7.86 | … | … | 11.46 | 0.87 | 13.02 | 20.08 | -17.25 | 26.60 | -1.26 | 20.69 | -11.66 | 6.75 | 20.65 | -1.30 | 10.24 | 34.59 | 10.96 | -4.36 | 26.75 | 30.23 | -30.84 | 11.01 | 20.85 | 13.56 | 22.98 | 45.52 | -10.85 | 8.32 | 33.94 | 21.18 |
| Sharpe Ratio | NA | 1.26 | 0.52 | 0.12 | 0.25 | NA | NA | … | … | 1.67 | -0.09 | 0.51 | 0.90 | -0.72 | 1.16 | -0.03 | 1.24 | -0.78 | 0.55 | 1.26 | -0.09 | 0.24 | 2.51 | 0.66 | -0.14 | 1.14 | 0.87 | -0.77 | 0.44 | 1.08 | 0.71 | 1.45 | 2.90 | -0.56 | 0.32 | 1.61 | 1.96 |
| Standard Deviation(%) | NA | 17.20 | 19.85 | 21.32 | 23.53 | NA | NA | … | … | 17.31 | 23.14 | 18.58 | 18.33 | 25.86 | 22.88 | 47.28 | 15.51 | 16.74 | 11.21 | 16.29 | 15.57 | 42.79 | 13.75 | 16.68 | 32.48 | 23.38 | 34.84 | 41.20 | 17.95 | 16.25 | 15.81 | 15.13 | 15.46 | 21.60 | 18.90 | 18.42 | 12.92 |
| Draw Down(%) | NA | 11.13 | 29.12 | 29.12 | 50.07 | NA | NA | … | … | 11.13 | 24.99 | 9.42 | 14.56 | 27.81 | 12.42 | 47.09 | 11.85 | 26.74 | 7.16 | 12.85 | 13.66 | 23.67 | 5.66 | 14.85 | 31.62 | 18.65 | 32.13 | 47.61 | 9.06 | 14.70 | 10.76 | 10.39 | 10.77 | 28.85 | 21.18 | 8.13 | 16.25 |
| Yield(%) | 0.00 | 5.23 | 5.27 | 5.10 | 7.31 | 8.24 | 7.70 | … | … | 0.00 | 4.82 | 8.70 | 0.32 | 2.45 | 14.81 | 0.99 | 16.33 | 12.54 | 11.56 | 13.42 | 17.51 | 21.98 | 27.04 | 3.34 | 0.00 | 0.43 | 0.00 | 0.45 | 15.98 | 15.14 | 10.33 | 10.45 | 8.68 | 6.09 | 5.61 | 3.07 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSYX (SMALL-CAP VALUE SERIES CLASS I) |
-12.21%
Feb 2006 – Feb 2009 |
-4.21%
Mar 2015 – Mar 2020 |
4.36%
Mar 2010 – Mar 2020 |
5.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSYX (SMALL-CAP VALUE SERIES CLASS I) |
33.96%
Mar 2003 – Mar 2006 |
23.88%
Feb 2009 – Feb 2014 |
15.26%
Feb 2009 – Feb 2019 |
13.31%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart