Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| NEFRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS A) | 6.59% | 0.80% | 2.46% | 1.17% | -1.02% | 1.39% | 2.93% | 3.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS A) | 01/16/1980 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 01/16/1980.
AR inception is since 01/16/1980.
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 2.46 | 1.17 | -1.02 | 1.39 | 2.93 | 3.87 | 6.59 | 0.80 | 0.43 | 5.92 | -12.94 | -1.89 | 8.11 | 8.76 | -0.86 | 4.92 | 7.21 | -4.18 | 6.19 | -0.80 | 11.32 | 7.68 | 10.50 | 16.62 | 0.61 | 6.09 | 5.02 | 0.75 | 4.80 | 8.51 | 2.15 | 6.78 | 7.42 | -0.22 | 7.43 | 11.09 | 4.67 | 20.82 | -4.20 | 6.75 | 16.03 | 18.13 | 7.48 | 11.84 | 7.37 | 1.41 | 15.61 | 18.40 | 11.93 | 4.68 | 31.82 | 7.74 | -0.39 |
| Sharpe Ratio | NA | -0.77 | -0.46 | -0.61 | -0.07 | NA | NA | 0.66 | -0.14 | -1.07 | 0.21 | -1.96 | -0.73 | 1.34 | 2.31 | -0.90 | 1.81 | 2.09 | -1.23 | 2.75 | -0.21 | 4.29 | 1.87 | 2.54 | 2.81 | -0.04 | 0.74 | 0.54 | -0.53 | 0.97 | 1.88 | 0.23 | 0.90 | 0.73 | -0.67 | 0.72 | 1.45 | 0.18 | 3.33 | -1.29 | 0.83 | 1.62 | 4.09 | 0.59 | 2.12 | 0.92 | -0.51 | 2.86 | 2.85 | 1.41 | -0.22 | 2.38 | -0.19 | -0.69 |
| Standard Deviation(%) | NA | 5.51 | 7.13 | 6.00 | 4.97 | NA | NA | 5.51 | 5.52 | 5.78 | 8.14 | 7.35 | 2.63 | 5.84 | 3.19 | 2.42 | 2.38 | 3.34 | 3.42 | 2.24 | 4.03 | 2.65 | 4.09 | 4.10 | 5.87 | 7.59 | 4.19 | 3.24 | 2.69 | 3.97 | 4.17 | 4.47 | 5.01 | 4.56 | 5.13 | 5.71 | 5.21 | 6.27 | 5.10 | 5.57 | 5.63 | 8.35 | 3.50 | 3.72 | 2.88 | 2.94 | 5.10 | 3.98 | 4.63 | 3.67 | 6.37 | 10.17 | 11.81 | 12.27 |
| Draw Down(%) | NA | 5.39 | 9.96 | 20.25 | 20.25 | NA | NA | 20.25 | 2.78 | 4.63 | 8.86 | 17.37 | 3.43 | 8.63 | 2.01 | 2.55 | 1.36 | 3.85 | 6.03 | 2.43 | 7.33 | 1.31 | 2.32 | 3.30 | 5.31 | 11.00 | 2.81 | 2.03 | 2.58 | 5.10 | 4.93 | 5.53 | 3.85 | 4.85 | 4.82 | 3.38 | 3.20 | 5.03 | 2.40 | 7.52 | 6.01 | 3.20 | 1.33 | 2.51 | 1.49 | 1.69 | 7.58 | 3.08 | 2.44 | 3.83 | 7.05 | 4.20 | 7.50 | 13.89 |
| Yield(%) | 0.00 | 2.64 | 3.07 | 2.45 | 2.64 | 3.52 | 4.11 | 6.36 | 0.00 | 3.80 | 3.64 | 2.62 | 2.05 | 2.15 | 2.66 | 2.77 | 2.74 | 3.31 | 2.42 | 3.94 | 3.90 | 5.54 | 6.08 | 5.16 | 5.67 | 5.75 | 5.19 | 4.23 | 4.73 | 4.59 | 4.90 | 4.77 | 5.90 | 7.09 | 6.53 | 7.39 | 7.85 | 6.82 | 7.33 | 5.93 | 6.26 | 14.60 | 8.06 | 8.01 | 8.29 | 8.01 | 7.71 | 8.45 | 12.02 | 10.24 | 9.74 | 13.28 | 12.67 | 12.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS A) |
-6.16%
Oct 2020 - Oct 2023 |
-0.80%
Apr 2020 - Apr 2025 |
0.89%
Oct 2013 - Oct 2023 |
2.95%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS A) |
17.05%
Aug 1990 - Aug 1993 |
17.63%
Aug 1981 - Aug 1986 |
13.34%
Jan 1982 - Jan 1992 |
11.57%
Sep 1981 - Sep 1996 |
Annualized Rolling Returns Comparison Chart