Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LABCX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS C) | -0.51% | 4.22% | 6.63% | 2.11% | 2.88% | 2.33% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABCX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS C) | 12/17/2010 | 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 | 4.22 | 6.63 | 2.11 | 2.88 | 2.33 | NA | … | … | -0.51 | 4.40 | 7.31 | 6.78 | -8.99 | 0.39 | 9.12 | 2.87 | -0.31 | 2.32 | 5.70 | -2.43 | 1.49 | 0.24 | 11.44 | -4.69 | 0.30 |
| Sharpe Ratio | NA | 0.87 | 1.42 | -0.12 | 0.40 | NA | NA | … | … | -1.17 | 0.64 | 0.30 | 0.76 | -2.55 | 0.17 | 1.39 | 1.04 | -1.02 | 1.23 | 2.08 | -1.34 | 0.95 | 0.08 | 6.02 | -1.39 | 4.89 |
| Standard Deviation(%) | NA | 2.16 | 2.60 | 2.95 | 3.09 | NA | NA | … | … | 2.78 | 2.47 | 2.38 | 3.34 | 4.08 | 2.17 | 6.38 | 1.41 | 1.60 | 1.39 | 2.65 | 1.84 | 1.55 | 2.52 | 1.91 | 3.39 | 1.77 |
| Draw Down(%) | NA | 2.80 | 2.80 | 12.16 | 12.16 | NA | NA | … | … | 2.80 | 1.37 | 1.18 | 2.88 | 11.13 | 2.29 | 10.96 | 0.83 | 2.09 | 0.81 | 3.71 | 4.82 | 1.57 | 5.71 | 1.12 | 7.77 | 0.10 |
| Yield(%) | 0.00 | 2.84 | 4.18 | 3.02 | 2.56 | 2.38 | 1.82 | … | … | 0.00 | 3.81 | 4.72 | 4.54 | 2.65 | 1.07 | 1.36 | 2.03 | 2.55 | 1.90 | 1.41 | 2.77 | 2.48 | 1.50 | 2.24 | 2.52 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABCX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS C) |
-1.51%
Feb 2013 – Feb 2016 |
0.09%
Mar 2015 – Mar 2020 |
0.79%
May 2013 – May 2023 |
2.28%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABCX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS C) |
7.41%
Sep 2022 – Sep 2025 |
4.34%
Feb 2016 – Feb 2021 |
3.47%
Feb 2016 – Feb 2026 |
2.42%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart