Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSFYX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS Y) | 0.68% | 3.96% | 7.86% | 4.84% | 4.41% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSFYX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS Y) | 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 (%) | 0.00 | 3.96 | 7.86 | 4.84 | 4.41 | NA | NA | … | … | 0.68 | 5.41 | 9.37 | 12.37 | -4.66 | 4.88 | 1.45 | 5.43 | 0.39 | 4.03 | 11.01 | -1.14 | 2.42 | 6.41 | 12.05 | -0.59 |
| Sharpe Ratio | NA | 0.50 | 1.70 | 0.80 | 0.80 | NA | NA | … | … | -0.19 | 0.85 | 1.94 | 2.67 | -1.85 | 3.43 | 0.14 | 2.21 | -0.82 | 2.84 | 5.91 | -0.80 | 1.67 | 6.09 | 10.07 | -1.10 |
| Standard Deviation(%) | NA | 2.59 | 2.97 | 2.97 | 3.50 | NA | NA | … | … | 2.66 | 2.98 | 2.97 | 3.29 | 3.31 | 1.42 | 8.36 | 1.80 | 1.20 | 1.19 | 1.83 | 1.47 | 1.44 | 1.05 | 1.20 | 3.11 |
| Draw Down(%) | NA | 1.59 | 2.95 | 6.93 | 20.67 | NA | NA | … | … | 1.59 | 2.95 | 0.85 | 2.10 | 6.93 | 0.37 | 20.67 | 1.88 | 3.32 | 0.60 | 3.07 | 4.89 | 2.50 | 1.17 | 1.15 | 1.48 |
| Yield(%) | 0.00 | 7.02 | 8.57 | 6.85 | 5.88 | 5.62 | 4.21 | … | … | 2.52 | 7.50 | 9.85 | 9.33 | 5.48 | 3.90 | 4.96 | 6.41 | 5.75 | 5.64 | 5.71 | 5.81 | 6.12 | 5.50 | 7.45 | 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 |
|---|---|---|---|---|
| LSFYX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS Y) |
-3.12%
Mar 2017 – Mar 2020 |
-0.19%
Mar 2015 – Mar 2020 |
2.94%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFYX (LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CLASS Y) |
9.14%
Sep 2022 – Sep 2025 |
8.37%
Mar 2020 – Mar 2025 |
5.04%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart