Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDINX (Loomis Sayles Dividend Income Fund Class) | NA | 7.47% | NA | NA | NA | NA | NA | … | … |
Data as of 08/30/2018, Common starting date is 04/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDINX (Loomis Sayles Dividend Income Fund Class) | 04/03/2017 | 08/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.47 | NA | NA | NA | NA | NA | … | … | 1.16 | 6.29 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | 0.04 | 1.17 |
| Standard Deviation(%) | NA | 11.33 | NA | NA | NA | NA | NA | … | … | 13.07 | 6.69 |
| Draw Down(%) | NA | 12.68 | NA | NA | NA | NA | NA | … | … | 12.68 | 3.67 |
| Yield(%) | 0.00 | 23.25 | 7.98 | 4.79 | 2.39 | 1.60 | 1.20 | … | … | 17.55 | 6.23 |
Data as of 08/30/2018, Common starting date is 04/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDINX (Loomis Sayles Dividend Income Fund Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDINX (Loomis Sayles Dividend Income Fund Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart