Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NELYX (LOOMIS SAYLES LIMITED TERM GOVERNMENT AND AGENCY FUND CLASS Y) | 0.25% | 3.10% | 4.32% | 1.97% | 1.87% | 1.76% | 2.69% | … | … |
Data as of 06/04/2026, Common starting date is 04/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NELYX (LOOMIS SAYLES LIMITED TERM GOVERNMENT AND AGENCY FUND CLASS Y) | 04/28/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.10 | 4.32 | 1.97 | 1.87 | 1.76 | 2.69 | … | … | 0.25 | 5.65 | 3.98 | 5.23 | -4.41 | -0.58 | 3.43 | 3.48 | 1.38 | 1.08 | 0.96 | 0.48 | 1.87 | -0.61 | 3.33 | 2.84 | 5.26 | 7.86 | 4.63 | 5.12 | 3.63 | 1.04 | 1.85 | 1.84 | 8.43 | 6.41 | 9.38 | -0.37 | 6.87 | 7.48 | 2.68 | 13.33 | 0.73 |
| Sharpe Ratio | NA | 0.39 | 0.53 | -0.22 | 0.14 | NA | NA | … | … | -0.87 | 1.27 | 0.15 | 0.53 | -2.24 | -0.52 | 2.36 | 1.20 | 0.00 | 0.38 | 0.57 | 0.32 | 1.38 | -0.42 | 2.60 | 1.66 | 2.68 | 2.81 | 0.89 | 0.90 | 0.10 | -0.62 | 0.28 | 0.33 | 2.27 | 1.05 | 1.53 | -1.08 | 0.87 | 1.23 | -0.24 | 2.14 | -0.68 |
| Standard Deviation(%) | NA | 1.86 | 2.36 | 2.41 | 1.95 | NA | NA | … | … | 1.93 | 2.19 | 2.41 | 2.98 | 2.61 | 1.15 | 1.34 | 1.67 | 1.32 | 1.14 | 1.31 | 1.39 | 1.35 | 1.54 | 1.27 | 1.70 | 1.93 | 2.76 | 4.08 | 2.20 | 2.21 | 1.96 | 3.14 | 3.35 | 3.20 | 3.84 | 3.38 | 3.45 | 3.91 | 3.06 | 4.04 | 4.37 | 3.40 |
| Draw Down(%) | NA | 1.27 | 1.32 | 6.72 | 6.72 | NA | NA | … | … | 1.27 | 0.91 | 1.32 | 1.40 | 5.94 | 1.08 | 1.21 | 0.87 | 0.73 | 0.75 | 1.46 | 0.93 | 0.53 | 2.23 | 0.50 | 0.69 | 1.29 | 1.09 | 1.78 | 1.06 | 1.01 | 1.45 | 3.42 | 2.74 | 1.91 | 2.90 | 2.10 | 3.16 | 2.50 | 1.53 | 3.21 | 3.15 | 1.64 |
| Yield(%) | 0.00 | 3.43 | 3.85 | 2.90 | 2.36 | 2.25 | 2.77 | … | … | 1.16 | 3.88 | 4.08 | 3.89 | 1.59 | 1.24 | 1.38 | 2.29 | 2.15 | 1.96 | 1.75 | 1.77 | 2.20 | 2.39 | 2.47 | 2.64 | 3.08 | 3.27 | 3.88 | 4.45 | 3.90 | 3.06 | 3.22 | 4.53 | 5.01 | 4.87 | 6.78 | 5.85 | 6.07 | 6.55 | 7.03 | 7.53 | 4.74 |
Data as of 06/04/2026, Common starting date is 04/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NELYX (LOOMIS SAYLES LIMITED TERM GOVERNMENT AND AGENCY FUND CLASS Y) |
-0.98%
Feb 2020 – Feb 2023 |
0.37%
Oct 2017 – Oct 2022 |
0.57%
Oct 2012 – Oct 2022 |
1.75%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NELYX (LOOMIS SAYLES LIMITED TERM GOVERNMENT AND AGENCY FUND CLASS Y) |
8.12%
Feb 2000 – Feb 2003 |
6.41%
Sep 1996 – Sep 2001 |
5.71%
Oct 1994 – Oct 2004 |
5.32%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart