Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGMNX (Loomis Sayles Global Equity and Income F) | 5.56% | 15.03% | 14.00% | 6.22% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGMNX (Loomis Sayles Global Equity and Income F) | 02/06/2017 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 15.03 | 14.00 | 6.22 | NA | NA | NA | … | … | 5.56 | 5.62 | 12.42 | 22.53 | -23.07 | 14.59 | 15.39 | 30.06 | -4.92 | 18.32 |
| Sharpe Ratio | NA | 1.16 | 0.95 | 0.26 | NA | NA | NA | … | … | 0.67 | 0.19 | 0.88 | 1.61 | -1.15 | 1.38 | 0.69 | 3.13 | -0.57 | 3.86 |
| Standard Deviation(%) | NA | 10.91 | 11.54 | 14.08 | NA | NA | NA | … | … | 13.50 | 14.68 | 9.99 | 11.80 | 21.31 | 10.53 | 21.74 | 9.12 | 11.17 | 5.15 |
| Draw Down(%) | NA | 7.90 | 13.03 | 30.74 | NA | NA | NA | … | … | 7.90 | 13.03 | 5.31 | 9.95 | 29.97 | 5.66 | 25.58 | 3.64 | 13.71 | 1.64 |
| Yield(%) | 0.00 | 7.97 | 7.32 | 6.32 | 7.10 | 4.73 | 3.55 | … | … | 0.00 | 8.28 | 8.08 | 4.81 | 7.13 | 8.26 | 6.77 | 6.56 | 4.40 | 2.80 |
Data as of 06/11/2026, Common starting date is 02/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGMNX (Loomis Sayles Global Equity and Income F) |
-0.17%
Sep 2019 – Sep 2022 |
3.84%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGMNX (Loomis Sayles Global Equity and Income F) |
19.81%
Dec 2018 – Dec 2021 |
11.00%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart