Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOCNX (Loomis Sayles Credit Income Fund Class N) | NA | 1.45% | -4.12% | NA | NA | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 09/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOCNX (Loomis Sayles Credit Income Fund Class N) | 09/30/2020 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 1.45 | -4.12 | NA | NA | NA | NA | … | … | -2.11 | -12.73 | 0.02 | 5.17 |
| Sharpe Ratio | NA | -0.39 | -1.05 | NA | NA | NA | NA | … | … | -1.03 | -2.13 | 0.00 | 5.15 |
| Standard Deviation(%) | NA | 6.94 | 5.57 | NA | NA | NA | NA | … | … | 6.69 | 6.64 | 2.97 | 4.25 |
| Draw Down(%) | NA | 7.56 | 17.34 | NA | NA | NA | NA | … | … | 7.56 | 16.36 | 3.59 | 1.06 |
| Yield(%) | 0.49 | 5.16 | 3.52 | 2.20 | 1.10 | 0.73 | 0.55 | … | … | 3.70 | 3.58 | 3.27 | 0.84 |
Data as of 11/06/2023, Common starting date is 09/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCNX (Loomis Sayles Credit Income Fund Class N) |
-3.52%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCNX (Loomis Sayles Credit Income Fund Class N) |
-3.52%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart