Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NERNX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS N) | -0.22% | 4.91% | 3.90% | 0.29% | 2.47% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NERNX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS N) | 02/04/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 4.91 | 3.90 | 0.29 | 2.47 | NA | NA | … | … | -0.22 | 8.21 | 0.86 | 6.24 | -12.65 | -1.32 | 10.72 | 9.05 | -0.52 | 5.31 | 7.32 | -3.84 | 3.62 | -4.24 |
| Sharpe Ratio | NA | 0.59 | 0.11 | -0.37 | 0.17 | NA | NA | … | … | -0.73 | 1.20 | -0.47 | 0.32 | -1.94 | -0.51 | 1.91 | 2.44 | -0.79 | 1.93 | 2.13 | -1.12 | 1.54 | -1.07 |
| Standard Deviation(%) | NA | 3.82 | 5.74 | 6.05 | 4.95 | NA | NA | … | … | 4.13 | 4.45 | 5.83 | 8.09 | 7.30 | 2.66 | 5.47 | 3.10 | 2.42 | 2.42 | 3.33 | 3.46 | 2.34 | 4.38 |
| Draw Down(%) | NA | 2.78 | 7.80 | 18.20 | 18.22 | NA | NA | … | … | 2.78 | 2.84 | 4.54 | 8.69 | 17.12 | 3.35 | 8.56 | 2.07 | 2.26 | 1.33 | 4.03 | 5.73 | 2.57 | 8.63 |
| Yield(%) | 0.00 | 4.27 | 4.16 | 3.29 | 3.43 | 2.55 | 1.91 | … | … | 1.33 | 4.79 | 4.11 | 3.96 | 2.93 | 2.57 | 4.59 | 2.99 | 3.07 | 3.05 | 3.36 | 2.72 | 1.51 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NERNX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS N) |
-5.14%
Oct 2020 – Oct 2023 |
-0.42%
Jul 2020 – Jul 2025 |
1.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NERNX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS N) |
6.51%
Oct 2018 – Oct 2021 |
6.30%
Dec 2015 – Dec 2020 |
3.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart