Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIPNX (Loomis Sayles Inflation Protected Securi) | 0.62% | 4.63% | 3.69% | 0.60% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIPNX (Loomis Sayles Inflation Protected Securi) | 02/06/2017 | 06/10/2026 |
| 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 (%) | -0.51 | 4.63 | 3.69 | 0.60 | NA | NA | NA | … | … | 0.62 | 2.99 | 1.86 | 3.68 | -12.43 | 5.06 | 14.00 | 8.79 | -2.18 | 2.97 |
| Sharpe Ratio | NA | 0.50 | 0.08 | -0.30 | NA | NA | NA | … | … | -0.31 | 0.03 | -0.38 | 0.00 | -1.53 | 1.14 | 1.81 | 1.80 | -1.11 | 0.77 |
| Standard Deviation(%) | NA | 3.28 | 4.82 | 6.09 | NA | NA | NA | … | … | 3.36 | 4.73 | 4.66 | 7.00 | 9.07 | 4.43 | 7.56 | 4.07 | 3.23 | 3.37 |
| Draw Down(%) | NA | 2.24 | 4.64 | 15.12 | NA | NA | NA | … | … | 2.24 | 2.96 | 3.65 | 6.39 | 14.54 | 2.91 | 9.61 | 2.58 | 3.34 | 1.81 |
| Yield(%) | 0.00 | 3.94 | 3.90 | 4.30 | 3.39 | 2.26 | 1.70 | … | … | 0.00 | 4.89 | 3.52 | 3.91 | 6.76 | 5.60 | 1.15 | 2.14 | 2.82 | 2.44 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| LIPNX (Loomis Sayles Inflation Protected Securi) |
-2.57%
Dec 2021 – Dec 2024 |
0.78%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIPNX (Loomis Sayles Inflation Protected Securi) |
9.22%
Dec 2018 – Dec 2021 |
4.78%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart