Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGRBX (Loomis Sayles Growth B) | NA | 3.40% | 12.90% | 11.86% | 3.79% | NA | NA | … | … |
Data as of 01/11/2016, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGRBX (Loomis Sayles Growth B) | 09/16/2003 | 01/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.97 | 3.40 | 12.90 | 11.86 | 3.79 | NA | NA | … | … | -6.16 | 8.87 | 10.13 | 34.24 | 17.48 | -0.37 | 14.59 | 31.27 | -50.49 | 20.91 | -4.20 | 9.75 | 14.63 | 6.72 |
| Sharpe Ratio | NA | 0.17 | 0.96 | 0.74 | 0.14 | NA | NA | … | … | -4.64 | 0.58 | 0.82 | 2.81 | 1.29 | -0.02 | 0.69 | 1.19 | -1.24 | 0.93 | -0.52 | 0.56 | 0.91 | 1.41 |
| Standard Deviation(%) | NA | 15.56 | 13.46 | 16.06 | 21.87 | NA | NA | … | … | 20.09 | 15.20 | 12.29 | 12.17 | 13.58 | 23.36 | 20.88 | 26.22 | 41.37 | 19.36 | 14.50 | 13.52 | 14.97 | 17.15 |
| Draw Down(%) | NA | 11.12 | 11.12 | 17.22 | 58.61 | NA | NA | … | … | 6.56 | 11.12 | 7.25 | 6.60 | 11.02 | 17.22 | 18.30 | 18.11 | 56.90 | 11.79 | 18.89 | 10.99 | 12.52 | 5.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/11/2016, Common starting date is 09/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRBX (Loomis Sayles Growth B) |
-20.05%
Feb 2006 – Feb 2009 |
-8.64%
Feb 2004 – Feb 2009 |
4.46%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRBX (Loomis Sayles Growth B) |
21.18%
Feb 2009 – Feb 2012 |
21.34%
Feb 2009 – Feb 2014 |
6.47%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart