Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LSCVX (LOOMIS SAYLES VALUE FUND CLASS C) NA 9.67% 8.63% 8.48% 7.05% NA NA … …
Data as of 08/30/2018, Common starting date is 06/05/2007
More Performance Analytics Comparison
Name Start Date End Date
LSCVX (LOOMIS SAYLES VALUE FUND CLASS C) 06/05/2007 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 2009 2008 2007
Annualized Return (%) 0.02 9.67 8.63 8.48 7.05 NA NA … … 1.32 13.55 10.53 -5.16 9.67 34.21 18.50 -3.75 10.80 18.98 -34.09 -4.02
Sharpe Ratio NA 0.72 0.60 0.63 0.33 NA NA … … 0.05 1.71 0.69 -0.33 0.83 2.92 1.36 -0.15 0.54 0.67 -0.88 -0.52
Standard Deviation(%) NA 12.01 13.07 12.89 20.65 NA NA … … 13.95 7.59 14.93 15.85 11.57 11.71 13.64 25.42 19.85 28.22 39.70 18.55
Draw Down(%) NA 10.94 17.16 20.57 46.52 NA NA … … 10.94 4.36 13.72 14.01 9.04 5.24 10.57 24.44 18.15 29.47 47.16 10.18
Yield(%) 0.00 90.44 35.04 24.55 15.96 8.94 6.71 … … 80.80 13.26 3.91 19.93 11.29 6.53 0.70 0.36 0.46 0.26 0.67 5.59
Data as of 08/30/2018, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LSCVX (LOOMIS SAYLES VALUE FUND CLASS C) -10.24%
Aug 2007 – Aug 2010 		-1.38%
Oct 2007 – Oct 2012 		4.86%
Oct 2007 – Oct 2017 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LSCVX (LOOMIS SAYLES VALUE FUND CLASS C) 23.63%
Sep 2011 – Sep 2014 		20.75%
Feb 2009 – Feb 2014 		7.13%
Jul 2008 – Jul 2018 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return