Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSFNX (Loomis Sayles Senior Floating Rate and F) | 0.69% | 3.99% | 7.95% | 4.91% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSFNX (Loomis Sayles Senior Floating Rate and F) | 04/03/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.99 | 7.95 | 4.91 | NA | NA | NA | … | … | 0.69 | 5.60 | 9.29 | 12.44 | -4.52 | 4.81 | 1.37 | 5.47 | 0.45 | 1.79 |
| Sharpe Ratio | NA | 0.46 | 1.70 | 0.81 | NA | NA | NA | … | … | -0.31 | 0.89 | 1.95 | 2.70 | -1.81 | 3.44 | 0.13 | 2.24 | -0.82 | 1.14 |
| Standard Deviation(%) | NA | 2.62 | 2.98 | 2.96 | NA | NA | NA | … | … | 2.63 | 3.05 | 2.91 | 3.28 | 3.30 | 1.39 | 8.36 | 1.79 | 1.14 | 1.46 |
| Draw Down(%) | NA | 1.59 | 2.83 | 6.81 | NA | NA | NA | … | … | 1.59 | 2.83 | 0.73 | 1.98 | 6.81 | 0.33 | 20.67 | 1.88 | 3.31 | 0.90 |
| Yield(%) | 0.00 | 7.05 | 8.62 | 6.90 | 5.15 | 3.43 | 2.57 | … | … | 2.53 | 7.55 | 9.89 | 9.38 | 5.53 | 3.95 | 4.98 | 6.44 | 5.80 | 2.47 |
Data as of 06/03/2026, Common starting date is 04/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFNX (Loomis Sayles Senior Floating Rate and F) |
-0.59%
May 2017 – May 2020 |
1.35%
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 |
|---|---|---|---|---|
| LSFNX (Loomis Sayles Senior Floating Rate and F) |
9.20%
Sep 2022 – Sep 2025 |
8.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart