Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSAVX (LOOMIS SAYLES VALUE FUND ADMIN CLASS) | NA | 56.35% | 22.58% | 16.87% | NA | NA | NA | … | … |
Data as of 08/30/2018, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSAVX (LOOMIS SAYLES VALUE FUND ADMIN CLASS) | 02/02/2010 | 08/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 41.96 | 56.35 | 22.58 | 16.87 | NA | NA | NA | … | … | 44.20 | 14.16 | 10.77 | -4.66 | 10.24 | 34.93 | 19.04 | -3.21 | 10.90 |
| Sharpe Ratio | NA | 1.49 | 0.90 | 0.82 | NA | NA | NA | … | … | 1.59 | 1.78 | 0.70 | -0.30 | 0.88 | 2.98 | 1.40 | -0.13 | 0.59 |
| Standard Deviation(%) | NA | 37.00 | 24.07 | 20.29 | NA | NA | NA | … | … | 45.12 | 7.63 | 14.94 | 15.84 | 11.56 | 11.72 | 13.63 | 25.35 | 20.08 |
| Draw Down(%) | NA | 10.90 | 17.10 | 20.31 | NA | NA | NA | … | … | 10.90 | 4.27 | 13.67 | 13.88 | 8.98 | 5.18 | 10.43 | 24.28 | 18.07 |
| Yield(%) | 0.00 | 90.60 | 35.28 | 24.92 | 18.64 | 12.43 | 9.32 | … | … | 80.73 | 13.80 | 2.87 | 20.82 | 12.05 | 7.20 | 1.29 | 1.07 | 1.09 |
Data as of 08/30/2018, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSAVX (LOOMIS SAYLES VALUE FUND ADMIN CLASS) |
4.35%
Aug 2014 – Aug 2017 |
7.03%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSAVX (LOOMIS SAYLES VALUE FUND ADMIN CLASS) |
24.27%
Sep 2011 – Sep 2014 |
16.08%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart