Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEHYX (LOOMIS SAYLES HIGH INCOME FUND CLASS Y) | 2.05% | 8.20% | 9.36% | 3.09% | 4.82% | 4.74% | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEHYX (LOOMIS SAYLES HIGH INCOME FUND CLASS Y) | 03/03/2008 | 06/09/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 8.20 | 9.36 | 3.09 | 4.82 | 4.74 | NA | … | … | 2.05 | 9.20 | 9.10 | 10.16 | -13.46 | 3.17 | 8.24 | 12.52 | -3.18 | 6.73 | 15.09 | -6.19 | 4.56 | 5.45 | 21.73 | -2.50 | 14.43 | 50.47 | -28.51 |
| Sharpe Ratio | NA | 1.63 | 1.39 | 0.10 | 0.53 | NA | NA | … | … | 0.44 | 1.56 | 1.35 | 1.10 | -1.76 | 1.00 | 0.62 | 3.08 | -1.28 | 2.00 | 2.39 | -1.33 | 1.16 | 1.20 | 5.30 | -0.35 | 2.76 | 8.30 | -3.04 |
| Standard Deviation(%) | NA | 3.23 | 4.41 | 5.54 | 6.10 | NA | NA | … | … | 3.74 | 4.06 | 4.07 | 5.99 | 8.50 | 3.15 | 12.87 | 3.59 | 3.58 | 3.06 | 6.23 | 4.69 | 3.91 | 4.49 | 4.12 | 7.14 | 5.20 | 6.07 | 11.11 |
| Draw Down(%) | NA | 2.17 | 4.22 | 17.89 | 22.05 | NA | NA | … | … | 2.17 | 4.09 | 2.75 | 5.21 | 16.99 | 2.79 | 22.05 | 1.89 | 5.41 | 2.09 | 6.79 | 10.99 | 5.59 | 7.79 | 3.18 | 14.57 | 6.11 | 6.45 | 36.26 |
| Yield(%) | 0.00 | 6.90 | 7.56 | 5.58 | 5.59 | 5.59 | 5.38 | … | … | 2.83 | 6.68 | 7.35 | 7.94 | 5.12 | 4.52 | 5.55 | 5.52 | 4.82 | 4.81 | 4.02 | 5.56 | 7.02 | 11.40 | 6.77 | 14.78 | 7.87 | 9.85 | 2.28 |
Data as of 06/09/2026, Common starting date is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEHYX (LOOMIS SAYLES HIGH INCOME FUND CLASS Y) |
-1.61%
Sep 2019 – Sep 2022 |
0.26%
Sep 2017 – Sep 2022 |
2.53%
May 2013 – May 2023 |
4.48%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEHYX (LOOMIS SAYLES HIGH INCOME FUND CLASS Y) |
20.73%
Feb 2009 – Feb 2012 |
17.87%
Nov 2008 – Nov 2013 |
10.59%
Nov 2008 – Nov 2018 |
7.74%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart