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LASNX: Loomis Sayles Strategic Alpha Fund Class (MUTUAL FUND)
Basic Info 9.22 0.01(0.11%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 05/02/2017 |
Last Dividend Date: | 03/25/2024 |
12-Mo. Yield | 4.93% |
Expenses | 0.69% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.3 | 6.2 | 0.3 | 2.5 | 2.4 | 7.9 | -8.1 | 1.5 | 10.4 | 3.9 | 0.7 | 2.0 |
Sharpe Ratio | NA | -1.04 | 0.73 | -0.62 | 0.25 | 0.32 | 1.09 | -2.32 | 0.65 | 1.69 | 1.93 | -0.39 | 1.56 |
Draw Down(%) | NA | 1.1 | 1.5 | 11.1 | 11.1 | 11.1 | 2.5 | 10.3 | 2.0 | 10.9 | 0.7 | 1.8 | 0.8 |
Standard Deviation(%) | NA | 2.8 | 3.3 | 3.4 | 3.8 | 3.3 | 3.4 | 4.1 | 2.2 | 6.0 | 1.3 | 1.6 | 1.5 |
Treynor Ratio | NA | -0.39 | 0.28 | -0.21 | 0.1 | 0.12 | 0.47 | -0.94 | 0.13 | 0.97 | 1.18 | -0.14 | 0.31 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.03 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.07 | 0.09 | 0.1 | 0.1 | 0.09 | 0.08 | 0.1 | 0.11 | 0.1 | 0.02 | 0.04 | 0.07 |
RSquared | NA | 0.1 | 0.1 | 0.27 | 0.3 | 0.29 | 0.1 | 0.38 | 0.47 | 0.37 | 0.04 | 0.21 | 0.12 |
Yield(%) | N/A | 1.3 | 5.9 | 3.8 | 3.5 | N/A | 5.6 | 3.6 | 2.3 | 2.5 | 3.1 | 3.5 | 2.1 |
Dividend Growth(%) | N/A | -76.5 | 38.5 | N/A | N/A | N/A | 37.8 | 54.2 | 0.0 | -20.0 | -14.3 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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