Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVBX (LOOMIS SAYLES VALUE FUND LOOMIS SAYLES VALUE FUND – CLASS B) | NA | -9.57% | 7.89% | 7.93% | NA | NA | NA | … | … |
Data as of 01/11/2016, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVBX (LOOMIS SAYLES VALUE FUND LOOMIS SAYLES VALUE FUND – CLASS B) | 06/05/2007 | 01/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.29 | -9.57 | 7.89 | 7.93 | NA | NA | NA | … | … | -6.53 | -23.81 | -0.15 | 27.92 | 18.20 | -4.01 | 10.51 | 18.96 | -34.23 | -9.41 |
| Sharpe Ratio | NA | -0.93 | -0.19 | 0.01 | NA | NA | NA | … | … | -6.26 | -0.93 | -0.01 | 2.20 | 1.34 | -0.16 | 0.52 | 0.67 | -0.88 | -0.94 |
| Standard Deviation(%) | NA | 30.25 | 22.70 | 23.55 | NA | NA | NA | … | … | 15.05 | 25.73 | 14.51 | 12.67 | 13.61 | 25.33 | 19.86 | 28.19 | 39.75 | 19.76 |
| Draw Down(%) | NA | 30.88 | 35.75 | 35.75 | NA | NA | NA | … | … | 6.53 | 26.05 | 9.78 | 5.23 | 10.52 | 24.44 | 18.22 | 29.48 | 47.21 | 14.36 |
| Yield(%) | 0.00 | 19.23 | 13.73 | 9.67 | 4.43 | 2.95 | 2.21 | … | … | 0.00 | 18.85 | 9.91 | 5.99 | 0.39 | 0.19 | 0.28 | 0.00 | 0.14 | 5.50 |
Data as of 01/11/2016, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVBX (LOOMIS SAYLES VALUE FUND LOOMIS SAYLES VALUE FUND – CLASS B) |
-10.25%
Aug 2007 – Aug 2010 |
-1.38%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVBX (LOOMIS SAYLES VALUE FUND LOOMIS SAYLES VALUE FUND – CLASS B) |
23.64%
Sep 2011 – Sep 2014 |
20.75%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart