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LSWWX: Loomis Sayles Global Equity and Income Y (MUTUAL FUND)
Basic Info 29.71 0.02(0.07%) August 02
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/11/2003 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 6.24% |
| Expenses | 0.99% |
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Performance Analytics (As of 08/02/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 10.5 | 21.0 | 13.8 | 13.3 | 9.7 | 9.9 | 11.0 | 15.4 | 26.8 | -5.0 | 22.1 | 4.7 | 1.7 | 3.5 | 16.2 | 15.5 | -0.7 | 22.0 | 42.5 | -39.2 | 26.6 | 11.1 | 12.4 | 14.5 | 31.2 | -0.3 | -6.2 | -29.0 | 54.2 | -1.1 | -2.8 | -0.4 |
| SR | NA | 1.85 | 1.98 | 0.86 | 1.0 | 0.77 | NA | 0.47 | 0.69 | 2.9 | -0.57 | 4.24 | 0.43 | 0.17 | 0.43 | 1.91 | 1.54 | -0.04 | 1.38 | 2.43 | -1.4 | 1.51 | 0.76 | 1.31 | 1.56 | 5.13 | -0.2 | -1.15 | -1.0 | 4.73 | -0.36 | -0.59 | -12.07 |
| DD(%) | NA | 5.4 | 6.2 | 25.6 | 25.6 | 25.6 | NA | 48.3 | 25.6 | 3.6 | 13.8 | 1.6 | 9.2 | 9.4 | 6.6 | 7.6 | 8.9 | 18.5 | 10.8 | 15.0 | 47.4 | 9.4 | 12.6 | 6.5 | 8.8 | 4.1 | 11.8 | 13.1 | 40.6 | 4.7 | 22.6 | 14.7 | 0.4 |
| SD(%) | NA | 10.2 | 10.7 | 15.0 | 12.5 | 12.0 | NA | 14.3 | 21.7 | 8.7 | 11.1 | 5.1 | 10.4 | 10.0 | 8.2 | 8.5 | 10.1 | 18.2 | 15.8 | 17.5 | 28.5 | 15.7 | 10.3 | 7.8 | 8.7 | 5.9 | 6.9 | 7.5 | 33.0 | 10.8 | 12.5 | 10.7 | 3.7 |
| TR | NA | 0.39 | 23.5 | 4.27 | 3.07 | 0.85 | NA | 0.25 | 10.15 | 0.5 | -0.19 | 0.2 | 0.04 | 0.01 | 0.03 | 0.15 | 0.13 | -0.01 | 0.16 | 0.35 | -0.31 | 0.16 | 0.07 | 0.11 | 0.13 | 0.61 | -0.03 | -0.16 | -0.32 | 0.63 | -0.06 | -0.05 | -0.28 |
| Alpha(%) | NA | 0.07 | 0.08 | 0.05 | 0.05 | 0.04 | NA | 0.03 | 0.07 | 0.08 | -0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | 0.05 | -0.07 | 0.01 | -0.03 | 0.0 | 0.0 | 0.04 | 0.01 | -0.03 | -0.15 | 0.09 | -0.01 | -0.06 | -0.26 |
| Beta(%) | NA | 0.49 | 0.01 | 0.03 | 0.04 | 0.11 | NA | 0.27 | 0.01 | 0.5 | 0.34 | 1.06 | 1.16 | 1.15 | 1.14 | 1.07 | 1.16 | 1.17 | 1.39 | 1.2 | 1.29 | 1.51 | 1.2 | 0.96 | 1.05 | 0.5 | 0.43 | 0.54 | 1.02 | 0.82 | 0.79 | 1.16 | 1.6 |
| RS | NA | 0.34 | 0.0 | 0.01 | 0.01 | 0.06 | NA | 0.14 | 0.0 | 0.22 | 0.22 | 0.67 | 0.89 | 0.88 | 0.9 | 0.9 | 0.93 | 0.89 | 0.9 | 0.9 | 0.86 | 0.6 | 0.76 | 0.57 | 0.82 | 0.59 | 0.74 | 0.65 | 0.06 | 0.25 | 0.46 | 0.34 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/2003
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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