Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOCYX (Loomis Sayles Credit Income Fund Class Y) | NA | 1.39% | -4.21% | 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 |
|---|---|---|
| LOCYX (Loomis Sayles Credit Income Fund Class Y) | 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 | 1.39 | -4.21 | NA | NA | NA | NA | … | … | -2.16 | -12.88 | -0.03 | 5.16 |
| Sharpe Ratio | NA | -0.42 | -1.07 | NA | NA | NA | NA | … | … | -1.05 | -2.16 | -0.02 | 5.52 |
| Standard Deviation(%) | NA | 6.87 | 5.51 | NA | NA | NA | NA | … | … | 6.61 | 6.62 | 2.92 | 3.95 |
| Draw Down(%) | NA | 7.71 | 17.38 | NA | NA | NA | NA | … | … | 7.71 | 16.40 | 3.60 | 0.86 |
| Yield(%) | 0.48 | 5.11 | 3.47 | 2.17 | 1.08 | 0.72 | 0.54 | … | … | 3.66 | 3.53 | 3.22 | 0.83 |
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 |
|---|---|---|---|---|
| LOCYX (Loomis Sayles Credit Income Fund Class Y) |
-3.64%
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 |
|---|---|---|---|---|
| LOCYX (Loomis Sayles Credit Income Fund Class Y) |
-3.64%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart