Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVNX (LOOMIS SAYLES VALUE FUND CLASS N) | NA | 11.10% | 9.93% | 10.99% | NA | NA | NA | … | … |
Data as of 08/30/2018, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVNX (LOOMIS SAYLES VALUE FUND CLASS N) | 02/04/2013 | 08/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.10 | 9.93 | 10.99 | NA | NA | NA | … | … | 2.18 | 14.94 | 11.77 | -4.04 | 24.61 | 20.04 |
| Sharpe Ratio | NA | 0.83 | 0.70 | 0.75 | NA | NA | NA | … | … | 0.15 | 1.90 | 0.77 | -0.26 | 1.48 | 1.66 |
| Standard Deviation(%) | NA | 12.11 | 13.15 | 14.14 | NA | NA | NA | … | … | 13.93 | 7.57 | 14.93 | 15.84 | 16.66 | 13.41 |
| Draw Down(%) | NA | 10.78 | 16.96 | 20.00 | NA | NA | NA | … | … | 10.78 | 4.22 | 13.60 | 13.78 | 8.91 | 5.87 |
| Yield(%) | 0.00 | 91.12 | 35.90 | 26.89 | 15.04 | 10.03 | 7.52 | … | … | 80.91 | 14.47 | 5.14 | 20.95 | 24.86 | 0.00 |
Data as of 08/30/2018, Common starting date is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVNX (LOOMIS SAYLES VALUE FUND CLASS N) |
6.12%
May 2015 – May 2018 |
10.32%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVNX (LOOMIS SAYLES VALUE FUND CLASS N) |
11.86%
Jan 2014 – Jan 2017 |
11.31%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart