Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAGRX (Loomis Sayles Mid Cap Growth A) | NA | -2.89% | 11.55% | 12.97% | 7.98% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 03/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAGRX (Loomis Sayles Mid Cap Growth A) | 03/24/2000 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.89 | 11.55 | 12.97 | 7.98 | NA | NA | … | … | -8.07 | 34.31 | 12.60 | -7.33 | 34.54 | 26.44 | -45.66 | 39.39 | 6.68 | 15.29 | 18.04 | 39.71 | -36.62 | -49.52 | -32.42 |
| Sharpe Ratio | NA | -0.11 | 0.52 | 0.56 | 0.29 | NA | NA | … | … | -0.33 | 2.03 | 0.72 | -0.25 | 1.48 | 0.89 | -1.19 | 1.67 | 0.18 | 0.85 | 0.90 | 1.55 | -1.16 | -1.23 | -0.83 |
| Standard Deviation(%) | NA | 25.91 | 21.17 | 23.05 | 24.74 | NA | NA | … | … | 27.11 | 16.91 | 17.58 | 29.00 | 23.24 | 29.57 | 39.11 | 21.82 | 18.51 | 15.33 | 19.00 | 25.18 | 32.45 | 42.67 | 53.33 |
| Draw Down(%) | NA | 22.06 | 22.06 | 26.22 | 56.01 | NA | NA | … | … | 22.06 | 7.31 | 11.43 | 26.22 | 14.32 | 18.51 | 52.00 | 14.44 | 19.65 | 12.00 | 15.67 | 13.85 | 42.50 | 61.06 | 39.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.07 | 0.06 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.01 | 0.00 | 0.00 | 0.00 | 1.07 |
Data as of 11/20/2014, Common starting date is 03/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAGRX (Loomis Sayles Mid Cap Growth A) |
-34.84%
Apr 2000 – Apr 2003 |
-17.44%
Aug 2000 – Aug 2005 |
-7.59%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAGRX (Loomis Sayles Mid Cap Growth A) |
29.62%
Mar 2003 – Mar 2006 |
25.94%
Feb 2009 – Feb 2014 |
11.89%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart