Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOIMY (LOOMIS ADR) | NA | 5.35% | 4.63% | 4.41% | 5.40% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOIMY (LOOMIS ADR) | 03/13/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.35 | 4.63 | 4.41 | 5.40 | NA | NA | … | … | 5.35 | 4.24 | 4.30 | 3.09 | 2.60 | 2.40 | 3.81 | 3.98 | 3.28 | 22.34 | 3.12 | 3.30 | 28.95 |
| Sharpe Ratio | NA | 0.44 | 0.27 | 0.54 | 0.60 | NA | NA | … | … | 0.71 | 0.15 | 0.15 | 0.55 | 1.00 | 0.91 | 0.62 | 0.67 | 0.81 | 1.28 | 1.01 | 1.01 | 0.62 |
| Standard Deviation(%) | NA | 5.23 | 4.55 | 4.09 | 6.52 | NA | NA | … | … | 6.09 | 4.16 | 4.23 | 3.05 | 2.57 | 2.37 | 3.74 | 3.91 | 3.23 | 17.35 | 3.07 | 3.25 | 59.92 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.07 | 4.42 | 4.23 | 4.13 | 4.09 | 3.07 | … | … | 5.07 | 4.07 | 4.12 | 3.00 | 2.53 | 2.35 | 3.67 | 3.83 | 3.17 | 3.59 | 3.02 | 3.19 | 0.00 |
Data as of 09/26/2025, Common starting date is 03/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOIMY (LOOMIS ADR) |
2.58%
May 2017 – May 2020 |
3.18%
May 2017 – May 2022 |
5.08%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOIMY (LOOMIS ADR) |
9.78%
Oct 2013 – Oct 2016 |
7.27%
Oct 2013 – Oct 2018 |
5.40%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart