Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSFAX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS A) | 0.58% | 3.70% | 7.59% | 4.60% | 4.28% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSFAX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS A) | 09/30/2011 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.70 | 7.59 | 4.60 | 4.28 | NA | NA | … | … | 0.58 | 5.15 | 9.10 | 12.09 | -4.91 | 4.61 | 1.20 | 5.17 | 0.15 | 4.82 | 11.14 | -1.29 | 2.77 | 6.16 | 11.83 | 2.34 |
| Sharpe Ratio | NA | 0.37 | 1.63 | 0.72 | 0.78 | NA | NA | … | … | -0.43 | 0.79 | 1.89 | 2.66 | -1.95 | 3.37 | 0.11 | 2.08 | -1.00 | 4.91 | 6.27 | -0.89 | 1.64 | 5.92 | 10.24 | 2.53 |
| Standard Deviation(%) | NA | 2.46 | 2.89 | 2.89 | 3.45 | NA | NA | … | … | 2.52 | 2.90 | 2.89 | 3.20 | 3.27 | 1.36 | 8.34 | 1.78 | 1.24 | 0.85 | 1.74 | 1.48 | 1.68 | 1.03 | 1.16 | 3.84 |
| Draw Down(%) | NA | 1.62 | 2.86 | 7.03 | 20.71 | NA | NA | … | … | 1.62 | 2.86 | 0.85 | 2.12 | 7.03 | 0.39 | 20.71 | 1.93 | 3.39 | 0.50 | 3.09 | 5.10 | 2.56 | 1.21 | 1.07 | 1.48 |
| Yield(%) | 0.00 | 6.78 | 8.32 | 6.63 | 5.69 | 5.64 | 4.23 | … | … | 2.43 | 7.26 | 9.60 | 9.08 | 5.25 | 3.65 | 4.73 | 6.16 | 5.51 | 5.40 | 5.94 | 5.56 | 6.54 | 5.26 | 7.24 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFAX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS A) |
-3.08%
Mar 2017 – Mar 2020 |
-0.15%
Mar 2015 – Mar 2020 |
2.89%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFAX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS A) |
8.87%
Sep 2022 – Sep 2025 |
8.07%
Mar 2020 – Mar 2025 |
4.92%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart