Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOCAX (Loomis Sayles Credit Income Fund Class A) | NA | 1.12% | -4.41% | NA | NA | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 09/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOCAX (Loomis Sayles Credit Income Fund Class A) | 09/30/2020 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.12 | -4.41 | NA | NA | NA | NA | … | … | -2.37 | -12.99 | -0.38 | 5.21 |
| Sharpe Ratio | NA | -0.44 | -1.10 | NA | NA | NA | NA | … | … | -1.08 | -2.18 | -0.13 | 5.37 |
| Standard Deviation(%) | NA | 6.91 | 5.54 | NA | NA | NA | NA | … | … | 6.65 | 6.61 | 3.04 | 4.11 |
| Draw Down(%) | NA | 7.86 | 17.60 | NA | NA | NA | NA | … | … | 7.86 | 16.54 | 3.73 | 1.08 |
| Yield(%) | 0.46 | 4.83 | 3.25 | 2.03 | 1.01 | 0.68 | 0.51 | … | … | 3.44 | 3.32 | 2.97 | 0.78 |
Data as of 11/06/2023, Common starting date is 09/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCAX (Loomis Sayles Credit Income Fund Class A) |
-3.77%
Oct 2020 – Oct 2023 |
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 |
|---|---|---|---|---|
| LOCAX (Loomis Sayles Credit Income Fund Class A) |
-3.77%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart