Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVRX (LOOMIS SAYLES VALUE FUND CLASS A) | NA | 10.65% | 9.50% | 9.32% | 7.89% | NA | NA | … | … |
Data as of 08/30/2018, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVRX (LOOMIS SAYLES VALUE FUND CLASS A) | 07/07/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 10.65 | 9.50 | 9.32 | 7.89 | NA | NA | … | … | 1.94 | 14.44 | 11.33 | -4.43 | 10.49 | 35.22 | 19.42 | -3.03 | 11.83 | 19.81 | -33.59 | 5.74 | 10.52 |
| Sharpe Ratio | NA | 0.79 | 0.67 | 0.70 | 0.37 | NA | NA | … | … | 0.12 | 1.81 | 0.74 | -0.28 | 0.91 | 3.00 | 1.44 | -0.12 | 0.59 | 0.70 | -0.87 | 0.17 | 1.78 |
| Standard Deviation(%) | NA | 12.04 | 13.08 | 12.89 | 20.66 | NA | NA | … | … | 13.99 | 7.65 | 14.93 | 15.81 | 11.57 | 11.72 | 13.60 | 25.41 | 19.85 | 28.25 | 39.73 | 15.78 | 10.96 |
| Draw Down(%) | NA | 10.88 | 17.03 | 20.17 | 46.34 | NA | NA | … | … | 10.88 | 4.27 | 13.65 | 13.83 | 8.98 | 5.16 | 10.45 | 24.24 | 17.86 | 29.40 | 46.82 | 10.11 | 5.15 |
| Yield(%) | 0.00 | 90.74 | 35.57 | 25.19 | 16.75 | 11.46 | 8.59 | … | … | 80.73 | 14.04 | 4.79 | 20.45 | 12.07 | 7.34 | 1.57 | 1.19 | 1.47 | 0.93 | 1.00 | 6.14 | 0.00 |
Data as of 08/30/2018, Common starting date is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVRX (LOOMIS SAYLES VALUE FUND CLASS A) |
-10.76%
Jun 2007 – Jun 2010 |
-3.45%
Sep 2006 – Sep 2011 |
4.77%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVRX (LOOMIS SAYLES VALUE FUND CLASS A) |
24.55%
Sep 2011 – Sep 2014 |
21.71%
Feb 2009 – Feb 2014 |
7.95%
Jul 2008 – Jul 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart