Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YIDPX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS Y) | NA | 10.41% | 5.22% | 4.59% | NA | NA | NA | … | … |
Data as of 02/03/2020, Common starting date is 12/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YIDPX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS Y) | 12/04/2012 | 02/03/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 10.41 | 5.22 | 4.59 | NA | NA | NA | … | … | 0.54 | 14.43 | -12.12 | 12.76 | 10.17 | -1.71 | 11.22 | 3.04 | 0.85 |
| Sharpe Ratio | NA | 1.48 | 0.55 | 0.48 | NA | NA | NA | … | … | 1.73 | 2.27 | -1.47 | 2.71 | 1.23 | -0.19 | 2.03 | 0.40 | 2.87 |
| Standard Deviation(%) | NA | 5.37 | 6.62 | 7.43 | NA | NA | NA | … | … | 3.05 | 5.78 | 9.18 | 4.50 | 8.05 | 9.05 | 5.52 | 7.47 | 4.38 |
| Draw Down(%) | NA | 3.15 | 15.66 | 15.66 | NA | NA | NA | … | … | 0.46 | 3.15 | 18.44 | 1.62 | 5.34 | 9.22 | 3.70 | 9.47 | 0.84 |
| Yield(%) | 0.00 | 3.59 | 5.88 | 5.33 | 3.28 | 2.19 | 1.64 | … | … | 0.00 | 4.16 | 6.45 | 7.72 | 7.16 | 2.78 | 1.37 | 0.00 | 0.00 |
Data as of 02/03/2020, Common starting date is 12/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YIDPX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS Y) |
2.56%
Jan 2013 – Jan 2016 |
4.04%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YIDPX (LOOMIS SAYLES MULTI-ASSET INCOME FUND CLASS Y) |
8.93%
Sep 2015 – Sep 2018 |
7.30%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart