Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSCCX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS C) | NA | 6.43% | 7.96% | 7.50% | 5.77% | NA | NA | … | … |
Data as of 08/30/2018, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSCCX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS C) | 09/16/2003 | 08/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 6.43 | 7.96 | 7.50 | 5.77 | NA | NA | … | … | 0.52 | 9.35 | 12.71 | -3.35 | 7.26 | 28.45 | 48.88 | -13.54 | 9.92 | 21.57 | -36.34 | 12.62 | 8.99 | 9.48 | 11.19 | 7.54 |
| Sharpe Ratio | NA | 0.48 | 0.63 | 0.66 | 0.50 | NA | NA | … | … | -0.03 | 1.29 | 0.96 | -0.27 | 0.81 | 3.08 | 0.08 | -0.74 | 0.52 | 0.81 | -0.95 | 0.59 | 0.50 | 0.63 | 0.79 | 2.10 |
| Standard Deviation(%) | NA | 11.22 | 11.49 | 10.86 | 17.13 | NA | NA | … | … | 13.10 | 6.77 | 13.03 | 12.61 | 8.98 | 9.24 | 40.54 | 34.07 | 19.09 | 26.63 | 39.05 | 16.33 | 11.45 | 11.63 | 12.94 | 13.08 |
| Draw Down(%) | NA | 12.83 | 13.07 | 16.09 | 16.09 | NA | NA | … | … | 12.83 | 3.85 | 9.73 | 12.92 | 7.78 | 6.04 | 7.87 | 21.20 | 16.74 | 26.69 | 46.47 | 9.52 | 10.31 | 7.08 | 10.62 | 4.96 |
| Yield(%) | 0.00 | 22.29 | 12.42 | 11.16 | 6.95 | 6.50 | 4.87 | … | … | 17.09 | 6.12 | 1.94 | 12.30 | 11.98 | 9.77 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/30/2018, Common starting date is 09/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCCX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS C) |
3.64%
Apr 2015 – Apr 2018 |
6.77%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCCX (LOOMIS SAYLES DIVIDEND INCOME FUND CLASS C) |
17.10%
May 2012 – May 2015 |
11.95%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart