Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NERYX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS Y) | 3.33% | 3.08% | 1.89% | -1.10% | 2.03% | 3.11% | 4.14% | 5.23% |
Data as of 07/28/2025, AR inception is 01/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NERYX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS Y) | 01/31/1995 | 07/28/2025 |
| 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 3.08 | 1.89 | -1.10 | 2.03 | 3.11 | 4.14 | 5.23 | 3.33 | 0.76 | 6.13 | -12.74 | -1.62 | 8.46 | 8.96 | -0.69 | 5.21 | 7.49 | -3.94 | 6.41 | -0.57 | 11.59 | 7.90 | 10.26 | 16.92 | 0.86 | 6.35 | 5.26 | 0.97 | 5.02 | 9.03 | 3.27 | 6.97 | 7.81 | -0.11 | 7.75 | 11.44 | 4.61 | 19.21 |
| Sharpe Ratio | NA | 0.12 | -0.16 | -0.52 | 0.12 | NA | NA | 0.72 | 0.64 | -0.50 | 0.31 | -1.92 | -0.63 | 1.40 | 2.39 | -0.87 | 1.97 | 2.19 | -1.15 | 2.86 | -0.15 | 4.33 | 1.92 | 2.49 | 2.83 | -0.01 | 0.77 | 0.57 | -0.47 | 1.00 | 1.99 | 0.47 | 0.91 | 0.78 | -0.68 | 0.72 | 1.48 | 0.15 | 3.33 |
| Standard Deviation(%) | NA | 5.16 | 6.96 | 6.04 | 4.97 | NA | NA | 4.79 | 5.14 | 5.76 | 8.09 | 7.42 | 2.62 | 5.83 | 3.13 | 2.41 | 2.32 | 3.32 | 3.44 | 2.23 | 4.04 | 2.69 | 4.10 | 4.09 | 5.95 | 7.57 | 4.19 | 3.26 | 2.73 | 4.05 | 4.18 | 4.54 | 5.02 | 4.61 | 5.11 | 5.97 | 5.21 | 6.25 | 5.15 |
| Draw Down(%) | NA | 5.33 | 9.91 | 19.83 | 19.83 | NA | NA | 19.83 | 2.84 | 4.57 | 8.75 | 17.19 | 3.36 | 8.57 | 2.00 | 2.42 | 1.41 | 3.74 | 5.89 | 2.40 | 7.20 | 1.30 | 2.27 | 3.26 | 5.24 | 10.90 | 2.77 | 1.97 | 2.55 | 5.03 | 4.81 | 5.01 | 3.81 | 4.83 | 4.75 | 3.38 | 3.07 | 5.05 | 2.40 |
| Yield(%) | 0.00 | 3.47 | 3.65 | 2.78 | 2.99 | 3.70 | 4.34 | 5.43 | 1.81 | 4.02 | 3.86 | 2.84 | 2.28 | 2.39 | 2.90 | 2.98 | 2.96 | 3.53 | 2.62 | 4.17 | 4.10 | 5.75 | 6.29 | 4.81 | 5.90 | 5.98 | 5.45 | 4.49 | 4.94 | 4.82 | 5.42 | 5.66 | 6.21 | 7.33 | 6.74 | 7.64 | 8.14 | 7.04 | 6.79 |
Data as of 07/28/2025, AR inception is 01/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NERYX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS Y) |
-5.92%
Oct 2020 - Oct 2023 |
-0.67%
May 2020 - May 2025 |
1.13%
Oct 2013 - Oct 2023 |
3.29%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NERYX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS Y) |
14.56%
Oct 2008 - Oct 2011 |
11.12%
Oct 2008 - Oct 2013 |
7.70%
Oct 2002 - Oct 2012 |
6.87%
May 1996 - May 2011 |
Annualized Rolling Returns Comparison Chart