Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSCYX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS Y) | NA | 7.45% | 8.95% | 8.51% | 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 |
|---|---|---|
| LSCYX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS Y) | 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 (%) | 0.01 | 7.45 | 8.95 | 8.51 | NA | NA | NA | … | … | 1.16 | 10.48 | 13.62 | -2.45 | 8.34 | 29.60 | 7.05 |
| Sharpe Ratio | NA | 0.57 | 0.71 | 0.75 | NA | NA | NA | … | … | 0.04 | 1.46 | 1.02 | -0.20 | 0.93 | 3.20 | 0.88 |
| Standard Deviation(%) | NA | 11.20 | 11.51 | 10.88 | NA | NA | NA | … | … | 13.05 | 6.76 | 13.08 | 12.71 | 8.95 | 9.24 | 10.90 |
| Draw Down(%) | NA | 12.68 | 12.79 | 15.51 | NA | NA | NA | … | … | 12.68 | 3.68 | 9.60 | 12.56 | 7.67 | 5.89 | 7.67 |
| Yield(%) | 0.00 | 23.21 | 13.25 | 12.03 | 7.59 | 5.06 | 3.80 | … | … | 17.53 | 7.12 | 2.64 | 13.14 | 13.15 | 10.47 | 3.07 |
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 |
|---|---|---|---|---|
| LSCYX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS Y) |
4.60%
Apr 2015 – Apr 2018 |
7.78%
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 |
|---|---|---|---|---|
| LSCYX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS Y) |
18.23%
May 2012 – May 2015 |
12.99%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart