Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSWWX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS Y) | 5.58% | 2.24% | 6.71% | 0.54% | 4.60% | 7.01% | 6.81% | 6.40% |
Data as of 07/18/2025, AR inception is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSWWX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS Y) | 12/27/1996 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 2.24 | 6.71 | 0.54 | 4.60 | 7.01 | 6.81 | 6.40 | 5.58 | 6.00 | 18.10 | -30.17 | 6.27 | 9.29 | 26.81 | -5.10 | 22.11 | 4.67 | 1.69 | 3.53 | 16.25 | 15.49 | -0.73 | 21.98 | 42.52 | -39.08 | 26.96 | 11.05 | 12.38 | 14.48 | 31.16 | -0.26 | -6.22 | -29.01 | 54.18 | -1.33 | -3.04 | -0.42 |
| Sharpe Ratio | NA | -0.06 | 0.21 | -0.08 | 0.22 | NA | NA | 0.32 | 0.49 | -0.05 | 1.11 | -1.33 | 0.51 | 0.40 | 2.90 | -0.58 | 4.24 | 0.43 | 0.17 | 0.43 | 1.91 | 1.54 | -0.04 | 1.38 | 2.43 | -1.40 | 1.52 | 0.76 | 1.31 | 1.56 | 5.13 | -0.20 | -1.15 | -1.00 | 4.73 | -0.37 | -0.61 | -12.07 |
| Standard Deviation(%) | NA | 15.53 | 16.09 | 15.89 | 14.39 | NA | NA | 14.73 | 15.40 | 12.56 | 12.64 | 23.82 | 12.34 | 22.58 | 8.74 | 11.15 | 5.08 | 10.41 | 9.99 | 8.16 | 8.48 | 10.10 | 18.24 | 15.82 | 17.48 | 28.53 | 15.82 | 10.26 | 7.81 | 8.68 | 5.94 | 6.94 | 7.53 | 32.98 | 10.79 | 12.57 | 10.78 | 3.70 |
| Draw Down(%) | NA | 17.46 | 18.15 | 36.59 | 36.59 | NA | NA | 48.14 | 13.04 | 9.72 | 9.97 | 30.94 | 9.02 | 25.57 | 3.64 | 13.83 | 1.64 | 9.19 | 9.39 | 6.61 | 7.61 | 8.88 | 18.53 | 10.80 | 15.03 | 47.38 | 9.42 | 12.56 | 6.47 | 8.79 | 4.07 | 11.75 | 13.09 | 40.57 | 4.70 | 22.60 | 14.94 | 0.42 |
| Yield(%) | 0.00 | 1.34 | 0.67 | 0.50 | 2.09 | 3.47 | 3.91 | 4.11 | 0.00 | 1.48 | 0.46 | 0.00 | 0.10 | 0.76 | 3.62 | 4.32 | 2.82 | 1.60 | 5.56 | 6.35 | 3.51 | 2.02 | 1.69 | 2.37 | 3.44 | 1.82 | 7.42 | 2.16 | 1.50 | 3.07 | 4.36 | 3.27 | 7.96 | 2.48 | 5.09 | 4.47 | 4.44 | 2.69 |
Data as of 07/18/2025, AR inception is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSWWX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS Y) |
-15.04%
Feb 2000 - Feb 2003 |
-3.91%
Sep 1997 - Sep 2002 |
1.97%
Feb 2000 - Feb 2010 |
4.20%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSWWX (LOOMIS SAYLES GLOBAL EQUITY AND INCOME FUND CLASS Y) |
27.40%
Feb 2009 - Feb 2012 |
20.48%
Feb 2009 - Feb 2014 |
13.48%
Feb 2009 - Feb 2019 |
10.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart