Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) | 3.42% | 7.83% | 6.39% | 3.35% | 3.17% | NA | NA | 3.11% |
Data as of 07/25/2025, AR inception is 12/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) | 12/22/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 7.83 | 6.39 | 3.35 | 3.17 | NA | NA | 3.11 | 3.42 | 8.10 | 7.71 | -8.37 | 1.16 | 9.97 | 3.59 | 0.38 | 3.11 | 6.39 | -1.68 | 2.26 | 0.96 | 12.23 | -3.89 | 0.20 |
| Sharpe Ratio | NA | 2.02 | 1.02 | 0.43 | 0.55 | NA | NA | 0.68 | 1.20 | 0.64 | 1.07 | -2.37 | 0.52 | 1.50 | 1.69 | -0.59 | 1.76 | 2.30 | -0.98 | 1.39 | 0.38 | 6.51 | -1.15 | 5.29 |
| Standard Deviation(%) | NA | 2.30 | 2.95 | 3.00 | 3.16 | NA | NA | 2.93 | 2.62 | 2.38 | 3.27 | 4.13 | 2.21 | 6.45 | 1.29 | 1.58 | 1.41 | 2.69 | 1.74 | 1.61 | 2.43 | 1.89 | 3.41 | 1.63 |
| Draw Down(%) | NA | 1.40 | 4.04 | 11.41 | 11.41 | NA | NA | 11.41 | 1.40 | 1.10 | 2.60 | 10.58 | 2.09 | 10.92 | 0.82 | 1.87 | 0.80 | 3.59 | 4.33 | 1.38 | 5.53 | 1.11 | 7.42 | 0.10 |
| Yield(%) | 0.00 | 3.99 | 4.68 | 3.53 | 3.11 | 2.93 | 2.20 | 3.14 | 1.10 | 5.48 | 5.30 | 3.34 | 1.93 | 2.16 | 2.84 | 3.32 | 2.57 | 1.99 | 3.51 | 3.23 | 2.20 | 3.04 | 3.12 | 0.00 |
Data as of 07/25/2025, AR inception is 12/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) |
-0.79%
Feb 2013 - Feb 2016 |
0.84%
Mar 2015 - Mar 2020 |
1.53%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) |
6.67%
Jun 2022 - Jun 2025 |
5.08%
Feb 2016 - Feb 2021 |
3.87%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart