Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) | 4.93% | 9.17% | 5.94% | 3.00% | 3.05% | NA | NA | 2.84% |
Data as of 07/29/2025, AR inception is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) | 02/01/2013 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 9.17 | 5.94 | 3.00 | 3.05 | NA | NA | 2.84 | 4.93 | 7.21 | 8.47 | -12.56 | 4.20 | 0.63 | 11.14 | -2.61 | 7.59 | 8.51 | -7.35 | 3.17 | 3.61 |
| Sharpe Ratio | NA | 1.61 | 0.52 | 0.20 | 0.31 | NA | NA | 0.30 | 1.33 | 0.74 | 0.74 | -2.10 | 1.46 | 0.04 | 3.18 | -1.25 | 2.83 | 1.38 | -1.22 | 0.73 | 0.70 |
| Standard Deviation(%) | NA | 4.08 | 5.70 | 5.28 | 5.40 | NA | NA | 5.32 | 4.32 | 4.87 | 6.53 | 6.69 | 2.85 | 8.77 | 3.04 | 3.20 | 2.46 | 6.03 | 6.04 | 4.33 | 5.58 |
| Draw Down(%) | NA | 3.21 | 7.62 | 16.85 | 17.20 | NA | NA | 17.20 | 3.21 | 3.29 | 7.38 | 16.17 | 2.48 | 17.20 | 1.18 | 5.27 | 1.49 | 5.47 | 9.46 | 5.31 | 6.08 |
| Yield(%) | 0.00 | 5.11 | 5.84 | 4.56 | 4.55 | 3.36 | 2.52 | 4.20 | 2.36 | 6.02 | 5.78 | 5.50 | 3.01 | 3.56 | 4.09 | 4.31 | 4.53 | 5.16 | 8.92 | 3.61 | 0.00 |
Data as of 07/29/2025, AR inception is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) |
-3.18%
Oct 2019 - Oct 2022 |
-0.81%
Sep 2017 - Sep 2022 |
0.80%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) |
7.25%
Jun 2022 - Jun 2025 |
5.48%
Feb 2016 - Feb 2021 |
2.93%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart