Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LASYX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS Y) | -0.20% | 4.94% | 7.68% | 3.11% | 3.90% | 3.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LASYX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS Y) | 12/17/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.94 | 7.68 | 3.11 | 3.90 | 3.34 | NA | … | … | -0.20 | 8.59 | 8.29 | 7.89 | -7.97 | 1.34 | 10.20 | 3.95 | 0.63 | 3.27 | 6.61 | -1.43 | 2.52 | 1.19 | 12.57 | -3.78 | 0.40 |
| Sharpe Ratio | NA | 1.09 | 1.79 | 0.21 | 0.71 | NA | NA | … | … | -0.97 | 2.84 | 2.04 | 1.28 | -2.32 | 0.62 | 1.54 | 1.86 | -0.47 | 1.84 | 2.44 | -0.81 | 1.55 | 0.46 | 6.72 | -1.11 | 7.30 |
| Standard Deviation(%) | NA | 2.39 | 2.62 | 2.96 | 3.11 | NA | NA | … | … | 3.08 | 2.02 | 2.29 | 3.33 | 4.07 | 2.14 | 6.46 | 1.33 | 1.61 | 1.43 | 2.62 | 1.81 | 1.62 | 2.52 | 1.88 | 3.44 | 1.61 |
| Draw Down(%) | NA | 2.90 | 2.90 | 11.23 | 11.23 | NA | NA | … | … | 2.90 | 1.36 | 1.16 | 2.56 | 10.44 | 2.12 | 10.94 | 0.72 | 1.92 | 0.80 | 3.49 | 4.16 | 1.40 | 5.39 | 1.11 | 7.41 | 0.10 |
| Yield(%) | 0.00 | 3.64 | 5.16 | 3.93 | 3.57 | 3.34 | 2.56 | … | … | 0.00 | 4.86 | 5.76 | 5.58 | 3.58 | 2.20 | 2.46 | 3.09 | 3.58 | 2.92 | 2.19 | 3.76 | 3.49 | 2.44 | 3.34 | 3.33 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LASYX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS Y) |
-0.51%
Feb 2013 – Feb 2016 |
1.06%
Mar 2015 – Mar 2020 |
1.79%
May 2013 – May 2023 |
3.27%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LASYX (LOOMIS SAYLES STRATEGIC ALPHA FUND CLASS Y) |
8.50%
Oct 2022 – Oct 2025 |
5.33%
Feb 2016 – Feb 2021 |
4.48%
Feb 2016 – Feb 2026 |
3.43%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart