Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSABX (Loomis Sayles Core Disciplined Alpha Bon) | NA | -2.58% | NA | NA | NA | NA | NA | … | … |
Data as of 11/15/2018, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSABX (Loomis Sayles Core Disciplined Alpha Bon) | 12/01/2016 | 11/15/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -2.58 | NA | NA | NA | NA | NA | … | … | -3.53 | 2.08 | 0.30 |
| Sharpe Ratio | NA | -1.59 | NA | NA | NA | NA | NA | … | … | -1.83 | 0.51 | 1.01 |
| Standard Deviation(%) | NA | 2.87 | NA | NA | NA | NA | NA | … | … | 2.89 | 2.84 | 3.34 |
| Draw Down(%) | NA | 3.68 | NA | NA | NA | NA | NA | … | … | 3.53 | 1.49 | 1.20 |
| Yield(%) | 0.00 | 3.31 | 1.30 | 0.78 | 0.39 | 0.26 | 0.19 | … | … | 2.11 | 1.78 | 0.00 |
Data as of 11/15/2018, Common starting date is 12/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSABX (Loomis Sayles Core Disciplined Alpha Bon) |
0.00%
NA |
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 |
|---|---|---|---|---|
| LSABX (Loomis Sayles Core Disciplined Alpha Bon) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart