Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSSAX (LOOMIS SAYLES SECURITIZED ASSET FUND INSTITUTIONAL CLASS) | 0.76% | 6.98% | 5.77% | 1.38% | 2.51% | 1.84% | 1.99% | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSSAX (LOOMIS SAYLES SECURITIZED ASSET FUND INSTITUTIONAL CLASS) | 03/06/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 6.98 | 5.77 | 1.38 | 2.51 | 1.84 | 1.99 | … | … | 0.76 | 8.68 | 3.96 | 7.00 | -11.81 | 0.66 | 4.69 | 6.82 | 2.49 | 3.39 | 3.11 | 1.98 | 3.02 | -5.37 | 2.01 | 0.37 | 8.28 | 15.26 | -12.81 | -0.49 | 1.50 |
| Sharpe Ratio | NA | 1.21 | 0.56 | -0.18 | 0.22 | NA | NA | … | … | 0.15 | 1.26 | 0.06 | 0.46 | -1.94 | 0.38 | 1.41 | 2.11 | 0.45 | 1.23 | 1.39 | 0.80 | 1.21 | -1.77 | 0.77 | 0.09 | 2.42 | 2.40 | -1.56 | -0.84 | -0.55 |
| Standard Deviation(%) | NA | 3.95 | 5.40 | 5.69 | 4.39 | NA | NA | … | … | 4.06 | 4.62 | 5.54 | 7.34 | 6.86 | 1.66 | 3.13 | 2.53 | 2.49 | 2.24 | 2.08 | 2.45 | 2.48 | 3.05 | 2.57 | 3.66 | 3.39 | 6.33 | 8.82 | 4.36 | 2.96 |
| Draw Down(%) | NA | 2.41 | 5.91 | 16.39 | 16.39 | NA | NA | … | … | 2.41 | 2.57 | 3.27 | 6.89 | 15.36 | 1.59 | 6.93 | 1.20 | 1.55 | 1.10 | 2.61 | 1.22 | 1.39 | 5.98 | 2.11 | 3.54 | 2.78 | 3.43 | 18.55 | 3.22 | 2.19 |
| Yield(%) | 0.00 | 4.43 | 4.69 | 4.37 | 4.62 | 3.44 | 2.92 | … | … | 1.39 | 4.72 | 4.55 | 5.68 | 5.40 | 6.06 | 5.88 | 5.55 | 5.46 | 5.30 | 5.02 | 5.04 | 1.69 | 0.00 | 0.00 | 0.00 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSAX (LOOMIS SAYLES SECURITIZED ASSET FUND INSTITUTIONAL CLASS) |
-4.21%
Oct 2020 – Oct 2023 |
-0.26%
Oct 2017 – Oct 2022 |
0.24%
Oct 2012 – Oct 2022 |
1.00%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSAX (LOOMIS SAYLES SECURITIZED ASSET FUND INSTITUTIONAL CLASS) |
8.57%
Feb 2009 – Feb 2012 |
4.26%
Nov 2008 – Nov 2013 |
3.46%
Feb 2009 – Feb 2019 |
2.62%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart