Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) | -0.40% | 4.72% | 7.36% | 2.85% | 3.63% | 3.07% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) | 12/22/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.72 | 7.36 | 2.85 | 3.63 | 3.07 | NA | … | … | -0.40 | 4.68 | 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 | 1.08 | 1.72 | 0.13 | 0.64 | NA | NA | … | … | -1.07 | 0.65 | 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 | 2.22 | 2.58 | 2.96 | 3.11 | NA | NA | … | … | 2.81 | 2.71 | 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 | 2.89 | 2.89 | 11.41 | 11.41 | NA | NA | … | … | 2.89 | 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 | 3.44 | 4.90 | 3.70 | 3.30 | 3.08 | 2.36 | … | … | 0.00 | 4.60 | 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 06/03/2026, Common starting date 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 |
3.02%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABAX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS A) |
8.25%
Sep 2022 – Sep 2025 |
5.08%
Feb 2016 – Feb 2021 |
4.24%
Feb 2016 – Feb 2026 |
3.18%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart