Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSCDX (Loomis Sayles Intermediate Duration Bond) | -0.44% | 2.87% | 3.74% | 0.32% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSCDX (Loomis Sayles Intermediate Duration Bond) | 09/01/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 2.87 | 3.74 | 0.32 | NA | NA | NA | … | … | -0.44 | 5.86 | 2.74 | 4.66 | -9.42 | -2.40 | 6.74 | 6.57 | -0.60 | 1.64 | -2.04 |
| Sharpe Ratio | NA | 0.17 | 0.21 | -0.57 | NA | NA | NA | … | … | -1.18 | 1.06 | -0.25 | 0.21 | -2.16 | -1.13 | 1.86 | 2.03 | -1.00 | 0.50 | -2.93 |
| Standard Deviation(%) | NA | 2.47 | 3.39 | 3.89 | NA | NA | NA | … | … | 2.59 | 2.82 | 3.51 | 4.88 | 5.04 | 2.14 | 3.48 | 2.51 | 1.99 | 1.99 | 2.17 |
| Draw Down(%) | NA | 1.85 | 2.70 | 13.92 | NA | NA | NA | … | … | 1.85 | 1.66 | 2.31 | 3.80 | 12.09 | 2.77 | 6.47 | 1.51 | 2.26 | 1.20 | 2.87 |
| Yield(%) | 0.00 | 3.07 | 3.18 | 2.21 | 2.07 | 1.38 | 1.03 | … | … | 1.01 | 3.46 | 3.23 | 2.75 | 1.21 | 0.66 | 3.65 | 2.25 | 1.34 | 1.25 | 1.09 |
Data as of 06/03/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCDX (Loomis Sayles Intermediate Duration Bond) |
-3.88%
Oct 2020 – Oct 2023 |
-0.49%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCDX (Loomis Sayles Intermediate Duration Bond) |
4.99%
Oct 2022 – Oct 2025 |
2.38%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart