Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSHIX (LOOMIS SAYLES INSTITUTIONAL HIGH INCOME FUND INSTITUTIONAL CLASS) | 2.10% | 8.41% | 9.49% | 3.53% | 5.11% | 5.09% | 6.02% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSHIX (LOOMIS SAYLES INSTITUTIONAL HIGH INCOME FUND INSTITUTIONAL CLASS) | 12/26/1996 | 06/04/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 8.41 | 9.49 | 3.53 | 5.11 | 5.09 | 6.02 | … | … | 2.10 | 3.25 | 9.43 | 9.99 | -11.68 | 5.70 | 3.46 | 10.54 | -3.52 | 8.41 | 18.96 | -10.27 | 5.17 | 15.07 | 17.99 | -0.08 | 13.61 | 54.42 | -25.56 | 3.89 | 9.38 | -0.81 | 5.10 | 36.03 | -11.43 | -14.08 | -15.60 | 4.38 | -22.71 | 4.01 | -0.24 |
| Sharpe Ratio | NA | 1.83 | 1.61 | 0.20 | 0.58 | NA | NA | … | … | 0.62 | 0.06 | 0.82 | 1.05 | -1.65 | 1.29 | 0.25 | 1.92 | -1.26 | 2.80 | 2.95 | -1.99 | 1.21 | 3.35 | 4.35 | -0.02 | 2.38 | 7.81 | -2.58 | 0.24 | 0.83 | -0.37 | 0.42 | 3.77 | -1.12 | -0.98 | -1.51 | 0.10 | -1.49 | 0.07 | -4.98 |
| Standard Deviation(%) | NA | 3.15 | 4.16 | 5.37 | 6.14 | NA | NA | … | … | 3.65 | 7.14 | 3.47 | 5.53 | 7.93 | 4.41 | 12.83 | 4.76 | 3.84 | 2.78 | 6.36 | 5.18 | 4.25 | 4.49 | 4.16 | 7.00 | 5.68 | 6.96 | 10.22 | 3.70 | 7.36 | 8.16 | 9.88 | 9.38 | 11.21 | 16.92 | 13.02 | 11.68 | 17.42 | 6.90 | 4.44 |
| Draw Down(%) | NA | 2.25 | 4.58 | 17.09 | 24.13 | NA | NA | … | … | 2.25 | 5.65 | 1.99 | 5.22 | 15.18 | 3.51 | 24.13 | 3.36 | 7.22 | 1.85 | 6.67 | 13.13 | 6.43 | 4.36 | 3.23 | 13.64 | 6.16 | 7.73 | 33.33 | 5.17 | 6.43 | 7.38 | 8.86 | 7.97 | 23.27 | 21.55 | 22.25 | 10.21 | 27.99 | 9.34 | 0.39 |
| Yield(%) | 0.00 | 5.79 | 6.80 | 4.93 | 5.65 | 5.89 | 6.32 | … | … | 0.00 | 5.95 | 7.88 | 6.47 | 4.17 | 3.79 | 5.04 | 6.98 | 6.74 | 6.08 | 6.83 | 8.89 | 10.35 | 12.46 | 7.88 | 8.36 | 12.47 | 10.18 | 7.49 | 8.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.44 | 5.62 |
Data as of 06/04/2026, Common starting date is 12/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHIX (LOOMIS SAYLES INSTITUTIONAL HIGH INCOME FUND INSTITUTIONAL CLASS) |
-17.26%
Oct 1999 – Oct 2002 |
-15.02%
Sep 1997 – Sep 2002 |
-4.37%
Nov 1998 – Nov 2008 |
0.81%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHIX (LOOMIS SAYLES INSTITUTIONAL HIGH INCOME FUND INSTITUTIONAL CLASS) |
22.94%
Feb 2009 – Feb 2012 |
20.08%
Nov 2008 – Nov 2013 |
11.82%
Nov 2008 – Nov 2018 |
9.10%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart