Find A Portfolio/Ticker
Comparison Box
NEHBX: Loomis Sayles High Income B (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/12/1998 |
Last Dividend Date: | 12/17/2015 |
12-Mo. Yield | 4.55% |
Expenses | 1.90% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/14/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/12/1998 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.6 | 2.0 | 3.8 | 2.2 | -1.3 | -11.4 | -2.5 | -6.0 | 14.4 | -17.1 | 6.0 | 38.9 | -32.6 | -4.8 | 6.1 | -1.8 | 2.9 | 18.6 | -16.6 | -20.4 | -25.2 | -6.1 | -0.1 |
Sharpe Ratio | NA | -2.45 | -1.2 | -0.68 | -0.47 | NA | -0.91 | -8.72 | -2.14 | -0.47 | -0.75 | 3.28 | -1.35 | 1.07 | 5.91 | -3.26 | -1.91 | 0.67 | -1.0 | 0.48 | 4.44 | -2.45 | -2.42 | -4.8 | -2.78 | -0.83 |
Draw Down(%) | NA | 14.9 | 24.1 | 28.1 | 41.3 | NA | 65.9 | 1.3 | 14.7 | 9.7 | 11.7 | 3.6 | 22.5 | 6.5 | 7.5 | 37.6 | 6.9 | 4.9 | 8.2 | 9.8 | 6.0 | 24.7 | 28.5 | 27.0 | 10.3 | 3.3 |
Standard Deviation(%) | NA | 5.3 | 6.5 | 8.3 | 7.7 | NA | 6.8 | 4.9 | 5.3 | 5.3 | 7.9 | 4.4 | 12.7 | 5.5 | 6.6 | 10.3 | 4.1 | 4.1 | 4.0 | 4.0 | 4.0 | 7.2 | 9.5 | 6.1 | 3.4 | 4.7 |
Treynor Ratio | NA | -0.15 | -0.09 | -0.07 | -0.04 | NA | -0.08 | -0.52 | -0.13 | -0.03 | -0.06 | 0.2 | -0.21 | 0.08 | 0.49 | -0.37 | -0.13 | 0.05 | -0.05 | 0.03 | 0.3 | -0.19 | -0.29 | -0.42 | -0.14 | -0.04 |
Alpha | NA | -0.05 | -0.04 | -0.04 | -0.03 | NA | -0.04 | -0.15 | -0.04 | -0.02 | -0.04 | 0.01 | -0.09 | -0.01 | 0.03 | -0.07 | -0.03 | 0.0 | -0.02 | -0.01 | 0.03 | -0.08 | -0.1 | -0.12 | -0.02 | -0.03 |
Beta | NA | 0.87 | 0.9 | 0.86 | 0.84 | NA | 0.82 | 0.82 | 0.89 | 0.85 | 0.95 | 0.73 | 0.84 | 0.71 | 0.78 | 0.91 | 0.6 | 0.53 | 0.77 | 0.69 | 0.59 | 0.92 | 0.81 | 0.7 | 0.68 | 1.03 |
RSquared | NA | 0.43 | 0.25 | 0.18 | 0.3 | NA | 0.32 | 0.54 | 0.44 | 0.31 | 0.15 | 0.27 | 0.13 | 0.32 | 0.55 | 0.63 | 0.35 | 0.11 | 0.33 | 0.3 | 0.24 | 0.36 | 0.39 | 0.18 | 0.22 | 0.26 |
Yield(%) | N/A | 3.5 | 6.1 | 7.3 | 6.6 | 5.1 | N/A | 0.0 | 3.5 | 5.2 | 10.5 | 5.8 | 14.1 | 6.8 | 8.3 | 6.2 | 5.3 | 6.0 | 5.3 | 4.7 | 7.5 | 7.9 | 9.0 | 9.4 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | -34.8 | -30.2 | 22.1 | N/A | N/A | N/A | -100.0 | -34.8 | -54.0 | 108.3 | -65.7 | 118.8 | 14.3 | -9.7 | 10.7 | -6.7 | 11.1 | 17.4 | -25.8 | -20.5 | -30.4 | -28.2 | 875.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (94%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (93%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) (88%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) (87%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) (72%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) (59%)
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (39%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) (37%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (98%)
- MPV (Barings Participation Investors (the Trust)) (97%)