Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGMCX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS C) | 6.34% | 16.21% | 13.76% | 1.77% | 6.04% | 5.81% | 6.55% | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGMCX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS C) | 02/02/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 16.21 | 13.76 | 1.77 | 6.04 | 5.81 | 6.55 | … | … | 6.34 | 12.03 | 11.26 | 21.15 | -31.17 | 4.98 | 8.05 | 25.55 | -5.97 | 20.90 | 3.56 | 0.72 | 2.49 | 15.11 | 14.31 | -1.68 | 20.48 | 41.00 | -39.73 | 25.61 | 6.46 |
| Sharpe Ratio | NA | 1.24 | 0.92 | -0.06 | 0.31 | NA | NA | … | … | 0.87 | 0.72 | 0.77 | 1.50 | -1.36 | 0.40 | 0.34 | 2.77 | -0.66 | 4.02 | 0.32 | 0.07 | 0.30 | 1.78 | 1.42 | -0.09 | 1.29 | 2.35 | -1.42 | 1.45 | 0.36 |
| Standard Deviation(%) | NA | 10.67 | 11.49 | 15.21 | 14.13 | NA | NA | … | … | 13.29 | 12.72 | 9.97 | 11.80 | 23.98 | 12.47 | 22.57 | 8.68 | 11.13 | 5.05 | 10.40 | 10.00 | 8.17 | 8.49 | 10.14 | 18.26 | 15.81 | 17.41 | 28.48 | 15.55 | 10.14 |
| Draw Down(%) | NA | 8.07 | 13.19 | 37.73 | 37.73 | NA | NA | … | … | 8.07 | 13.19 | 5.42 | 10.23 | 31.93 | 9.34 | 25.67 | 3.67 | 14.62 | 1.62 | 9.32 | 9.61 | 6.87 | 7.67 | 9.03 | 18.81 | 11.03 | 15.09 | 47.86 | 9.50 | 12.65 |
| Yield(%) | 0.00 | 7.30 | 6.69 | 2.98 | 3.19 | 3.46 | 4.19 | … | … | 0.00 | 7.49 | 7.20 | 4.46 | 0.00 | 0.00 | 0.00 | 2.81 | 3.41 | 1.62 | 0.48 | 4.68 | 5.39 | 2.54 | 1.15 | 0.78 | 1.14 | 2.28 | 0.94 | 6.84 | 1.54 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LGMCX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS C) |
-7.92%
Dec 2019 – Dec 2022 |
-1.62%
Dec 2017 – Dec 2022 |
2.58%
Oct 2013 – Oct 2023 |
3.09%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGMCX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS C) |
26.03%
Feb 2009 – Feb 2012 |
19.24%
Feb 2009 – Feb 2014 |
12.33%
Feb 2009 – Feb 2019 |
8.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart