Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/20/2014.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LSAIX (Loomis Sayles Mid Cap Growth Y) | 0.72% | NA | -1.79% | 12.16% | 13.49% | 8.32% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSAIX (Loomis Sayles Mid Cap Growth Y) | 01/12/2000 | 11/20/2014 |
The return data shown below all have the same latest date: 11/20/2014.
AR inception is since 01/12/2000.
AR inception is since 01/12/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.79 | 12.16 | 13.49 | 8.32 | NA | NA | 0.72 | -7.04 | 34.62 | 12.93 | -7.13 | 35.07 | 26.75 | -45.52 | 39.70 | 7.00 | 15.41 | 18.13 | 40.09 | -36.52 | -49.36 | -1.55 |
| Sharpe Ratio | NA | -0.06 | 0.45 | 0.48 | 0.25 | NA | NA | -0.02 | -0.30 | 2.05 | 0.74 | -0.25 | 1.51 | 0.90 | -1.18 | 1.69 | 0.20 | 0.86 | 0.90 | 1.57 | -1.16 | -1.23 | -0.11 |
| Standard Deviation(%) | NA | 31.41 | 25.92 | 28.27 | 29.81 | NA | NA | 29.27 | 26.06 | 16.90 | 17.56 | 29.16 | 23.20 | 29.58 | 39.15 | 21.82 | 18.51 | 15.35 | 19.00 | 25.17 | 32.44 | 42.65 | 51.61 |
| Draw Down(%) | NA | 21.22 | 21.22 | 26.12 | 55.86 | NA | NA | 81.78 | 21.22 | 7.27 | 11.38 | 26.12 | 14.15 | 18.48 | 51.91 | 14.40 | 19.62 | 11.95 | 15.68 | 13.82 | 42.39 | 61.00 | 45.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.03 | 0.02 | 0.11 | 0.08 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.54 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSAIX (Loomis Sayles Mid Cap Growth Y) |
-40.32%
Feb 2000 - Feb 2003 |
-18.48%
Feb 2000 - Feb 2005 |
-8.24%
Feb 2000 - Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSAIX (Loomis Sayles Mid Cap Growth Y) |
29.80%
Mar 2003 - Mar 2006 |
26.30%
Feb 2009 - Feb 2014 |
12.15%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart