Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIOX (LOOMIS SAYLES HIGH INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 1.53% | 8.23% | 9.82% | 3.77% | 5.76% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIOX (LOOMIS SAYLES HIGH INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 08/28/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 8.23 | 9.82 | 3.77 | 5.76 | NA | NA | … | … | 1.53 | 9.96 | 9.97 | 10.80 | -12.86 | 4.33 | 9.27 | 13.01 | -2.08 | 8.39 | 15.87 | -3.12 | 0.73 | 3.47 |
| Sharpe Ratio | NA | 2.17 | 1.88 | 0.28 | 0.75 | NA | NA | … | … | 0.90 | 1.82 | 1.99 | 1.31 | -1.79 | 1.51 | 0.73 | 3.85 | -1.16 | 3.32 | 2.75 | -0.68 | 0.18 | 3.14 |
| Standard Deviation(%) | NA | 2.99 | 3.90 | 5.10 | 5.65 | NA | NA | … | … | 3.31 | 3.91 | 3.19 | 5.49 | 7.99 | 2.85 | 12.25 | 3.00 | 2.98 | 2.34 | 5.70 | 4.64 | 3.91 | 3.34 |
| Draw Down(%) | NA | 1.93 | 4.01 | 17.12 | 20.93 | NA | NA | … | … | 1.93 | 4.01 | 1.78 | 5.31 | 16.47 | 2.83 | 20.93 | 1.61 | 5.07 | 2.03 | 6.09 | 8.48 | 5.56 | 1.20 |
| Yield(%) | 0.00 | 6.82 | 7.55 | 6.32 | 6.54 | 4.94 | 3.70 | … | … | 2.50 | 7.15 | 7.54 | 7.48 | 5.95 | 8.65 | 5.75 | 5.98 | 6.83 | 5.76 | 6.59 | 5.66 | 1.68 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIOX (LOOMIS SAYLES HIGH INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-0.69%
Sep 2019 – Sep 2022 |
1.22%
Sep 2017 – Sep 2022 |
3.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIOX (LOOMIS SAYLES HIGH INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
11.33%
Sep 2022 – Sep 2025 |
9.20%
Feb 2016 – Feb 2021 |
6.66%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart