Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMINX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS N) | NA | 10.55% | 5.30% | NA | NA | NA | NA | … | … |
Data as of 02/03/2020, Common starting date is 09/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMINX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS N) | 09/03/2015 | 02/03/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 10.55 | 5.30 | NA | NA | NA | NA | … | … | 0.54 | 14.47 | -12.05 | 12.84 | 10.55 | 2.55 |
| Sharpe Ratio | NA | 1.50 | 0.56 | NA | NA | NA | NA | … | … | 1.67 | 2.30 | -1.44 | 2.75 | 1.28 | 0.74 |
| Standard Deviation(%) | NA | 5.34 | 6.63 | NA | NA | NA | NA | … | … | 3.16 | 5.73 | 9.26 | 4.45 | 8.05 | 10.77 |
| Draw Down(%) | NA | 3.15 | 15.65 | NA | NA | NA | NA | … | … | 0.46 | 3.15 | 18.45 | 1.55 | 5.27 | 4.79 |
| Yield(%) | 0.00 | 3.64 | 5.94 | 5.60 | 2.80 | 1.87 | 1.40 | … | … | 0.00 | 4.22 | 6.48 | 7.79 | 7.44 | 1.36 |
Data as of 02/03/2020, Common starting date is 09/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMINX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS N) |
4.30%
Dec 2015 – Dec 2018 |
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 |
|---|---|---|---|---|
| LMINX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS N) |
7.16%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart