Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGMAX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS A) | 4.62% | 14.97% | 13.87% | 2.28% | 6.70% | 6.51% | 7.27% | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGMAX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS A) | 02/02/2006 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 14.97 | 13.87 | 2.28 | 6.70 | 6.51 | 7.27 | … | … | 4.62 | 12.84 | 12.10 | 22.12 | -30.42 | 5.95 | 8.95 | 26.46 | -5.29 | 21.79 | 4.37 | 1.51 | 3.20 | 16.00 | 15.16 | -0.94 | 21.47 | 42.10 | -39.29 | 26.58 | 7.12 |
| Sharpe Ratio | NA | 1.13 | 0.92 | -0.02 | 0.36 | NA | NA | … | … | 0.64 | 0.78 | 0.85 | 1.58 | -1.34 | 0.48 | 0.38 | 2.88 | -0.60 | 4.21 | 0.40 | 0.15 | 0.39 | 1.88 | 1.52 | -0.05 | 1.35 | 2.42 | -1.40 | 1.50 | 0.43 |
| Standard Deviation(%) | NA | 10.92 | 11.56 | 15.19 | 14.12 | NA | NA | … | … | 13.46 | 12.76 | 9.98 | 11.79 | 23.88 | 12.38 | 22.54 | 8.68 | 11.16 | 5.05 | 10.43 | 10.00 | 8.16 | 8.51 | 10.06 | 18.27 | 15.83 | 17.35 | 28.59 | 15.71 | 10.26 |
| Draw Down(%) | NA | 7.92 | 13.11 | 36.91 | 36.91 | NA | NA | … | … | 7.92 | 13.11 | 5.34 | 10.05 | 31.20 | 9.11 | 25.59 | 3.62 | 14.04 | 1.60 | 9.28 | 9.45 | 6.69 | 7.65 | 8.91 | 18.65 | 10.97 | 15.04 | 47.50 | 9.44 | 12.63 |
| Yield(%) | 0.00 | 7.82 | 7.14 | 3.25 | 3.79 | 4.17 | 5.10 | … | … | 0.00 | 8.04 | 7.80 | 4.48 | 0.00 | 0.00 | 0.53 | 3.37 | 4.09 | 2.58 | 1.33 | 5.34 | 6.09 | 3.26 | 1.79 | 1.50 | 1.93 | 3.20 | 1.60 | 7.28 | 1.96 |
Data as of 06/05/2026, Common starting date is 02/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGMAX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS A) |
-7.21%
Mar 2006 – Mar 2009 |
-0.77%
Dec 2017 – Dec 2022 |
3.41%
Oct 2013 – Oct 2023 |
3.90%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGMAX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS A) |
27.02%
Feb 2009 – Feb 2012 |
20.15%
Feb 2009 – Feb 2014 |
13.18%
Feb 2009 – Feb 2019 |
9.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart