Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSCAX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS A) | NA | 7.21% | 8.71% | 8.24% | NA | NA | NA | … | … |
Data as of 08/30/2018, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSCAX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS A) | 04/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.21 | 8.71 | 8.24 | NA | NA | NA | … | … | 0.97 | 10.20 | 13.44 | -2.61 | 8.08 | 29.21 | 6.91 |
| Sharpe Ratio | NA | 0.55 | 0.69 | 0.73 | NA | NA | NA | … | … | 0.02 | 1.41 | 1.01 | -0.21 | 0.90 | 3.18 | 0.88 |
| Standard Deviation(%) | NA | 11.21 | 11.49 | 10.86 | NA | NA | NA | … | … | 13.05 | 6.80 | 13.04 | 12.69 | 8.94 | 9.17 | 10.69 |
| Draw Down(%) | NA | 12.69 | 12.85 | 15.60 | NA | NA | NA | … | … | 12.69 | 3.66 | 9.60 | 12.60 | 7.66 | 5.95 | 7.67 |
| Yield(%) | 0.00 | 22.93 | 13.03 | 11.79 | 7.43 | 4.95 | 3.71 | … | … | 17.36 | 6.85 | 2.47 | 12.91 | 12.90 | 10.21 | 2.93 |
Data as of 08/30/2018, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCAX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS A) |
4.36%
Apr 2015 – Apr 2018 |
7.51%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCAX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS A) |
17.97%
May 2012 – May 2015 |
12.75%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart