Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LASNX (Loomis Sayles Strategic Alpha Fund Class) | -0.30% | 4.87% | 7.68% | 3.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LASNX (Loomis Sayles Strategic Alpha Fund Class) | 05/02/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.87 | 7.68 | 3.14 | NA | NA | NA | … | … | -0.30 | 8.64 | 8.45 | 7.95 | -8.10 | 1.48 | 10.37 | 3.92 | 0.68 | 2.01 |
| Sharpe Ratio | NA | 1.12 | 1.79 | 0.23 | NA | NA | NA | … | … | -0.95 | 3.05 | 2.05 | 1.27 | -2.34 | 0.67 | 1.56 | 1.88 | -0.44 | 1.54 |
| Standard Deviation(%) | NA | 2.36 | 2.65 | 3.00 | NA | NA | NA | … | … | 3.17 | 1.90 | 2.36 | 3.43 | 4.08 | 2.18 | 6.46 | 1.30 | 1.62 | 1.47 |
| Draw Down(%) | NA | 2.90 | 2.90 | 11.08 | NA | NA | NA | … | … | 2.90 | 1.36 | 1.07 | 2.54 | 10.30 | 2.02 | 10.93 | 0.72 | 1.81 | 0.80 |
| Yield(%) | 0.00 | 3.68 | 5.21 | 3.97 | 3.28 | 2.18 | 1.64 | … | … | 0.00 | 4.92 | 5.80 | 5.63 | 3.64 | 2.24 | 2.51 | 3.16 | 3.62 | 2.09 |
Data as of 06/04/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LASNX (Loomis Sayles Strategic Alpha Fund Class) |
-0.21%
Nov 2020 – Nov 2023 |
1.17%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LASNX (Loomis Sayles Strategic Alpha Fund Class) |
8.56%
Sep 2022 – Sep 2025 |
5.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart