Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSFCX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS C) | 0.34% | 2.84% | 6.79% | 3.81% | 3.36% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSFCX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS C) | 10/28/2011 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 2.84 | 6.79 | 3.81 | 3.36 | NA | NA | … | … | 0.34 | 4.33 | 8.26 | 11.26 | -5.57 | 3.71 | 0.42 | 4.40 | -0.70 | 3.10 | 9.92 | -2.12 | 1.40 | 5.35 | 11.06 | -0.59 |
| Sharpe Ratio | NA | 0.13 | 1.42 | 0.48 | 0.52 | NA | NA | … | … | -0.56 | 0.52 | 1.72 | 2.55 | -2.19 | 2.96 | 0.02 | 1.77 | -1.74 | 2.12 | 5.33 | -1.45 | 0.98 | 4.92 | 9.59 | -1.24 |
| Standard Deviation(%) | NA | 2.38 | 2.75 | 2.77 | 3.39 | NA | NA | … | … | 2.42 | 2.80 | 2.70 | 3.01 | 3.20 | 1.25 | 8.31 | 1.65 | 1.20 | 1.16 | 1.82 | 1.49 | 1.41 | 1.08 | 1.16 | 2.76 |
| Draw Down(%) | NA | 1.70 | 3.05 | 7.42 | 20.72 | NA | NA | … | … | 1.70 | 3.05 | 0.86 | 2.06 | 7.42 | 0.45 | 20.72 | 1.96 | 3.49 | 0.68 | 3.06 | 5.40 | 2.75 | 1.26 | 1.22 | 1.48 |
| Yield(%) | 0.00 | 6.09 | 7.59 | 5.94 | 4.97 | 4.75 | 3.56 | … | … | 2.20 | 6.50 | 8.85 | 8.31 | 4.53 | 2.89 | 4.03 | 5.42 | 4.78 | 4.65 | 4.79 | 4.84 | 5.13 | 4.58 | 6.62 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFCX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS C) |
-4.15%
Mar 2017 – Mar 2020 |
-1.19%
Mar 2015 – Mar 2020 |
1.91%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFCX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS C) |
8.04%
Sep 2022 – Sep 2025 |
7.29%
Mar 2020 – Mar 2025 |
3.98%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart