Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NERBX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS B) | NA | -5.73% | -0.57% | 3.02% | 4.88% | 4.53% | NA | … | … |
Data as of 01/11/2016, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NERBX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS B) | 06/21/1996 | 01/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | -5.73 | -0.57 | 3.02 | 4.88 | 4.53 | NA | … | … | -0.08 | -6.48 | 2.18 | -4.61 | 5.66 | 1.43 | 5.20 | 10.57 | -5.27 | 0.89 | 0.62 | -4.10 | 0.17 | 3.55 | -2.76 | 0.78 | -0.09 | -6.80 | -0.24 | 2.91 | 3.97 |
| Sharpe Ratio | NA | -2.09 | -0.91 | -0.15 | 0.03 | NA | NA | … | … | -1.13 | -1.88 | 0.87 | -1.11 | 1.67 | 0.30 | 1.25 | 1.71 | -0.80 | -0.51 | -0.95 | -2.31 | -0.21 | 0.71 | -0.90 | -0.35 | -1.06 | -2.16 | -0.65 | -10.96 | 0.76 |
| Standard Deviation(%) | NA | 3.47 | 3.48 | 3.75 | 4.59 | NA | NA | … | … | 3.11 | 3.45 | 2.50 | 4.20 | 3.39 | 4.72 | 4.09 | 6.13 | 7.72 | 4.18 | 2.83 | 2.71 | 3.76 | 4.01 | 4.26 | 4.51 | 3.91 | 4.63 | 5.50 | 4.75 | 5.48 |
| Draw Down(%) | NA | 8.04 | 10.20 | 10.79 | 14.03 | NA | NA | … | … | 0.41 | 8.04 | 3.93 | 8.58 | 2.19 | 3.30 | 3.79 | 5.87 | 13.81 | 3.67 | 3.72 | 5.11 | 5.71 | 5.56 | 8.89 | 4.35 | 5.34 | 7.72 | 3.93 | 4.25 | 2.77 |
| Yield(%) | 0.00 | 1.60 | 2.54 | 3.64 | 4.22 | 4.18 | 3.48 | … | … | 0.00 | 1.62 | 3.08 | 3.12 | 4.70 | 5.29 | 3.85 | 4.85 | 5.00 | 4.36 | 3.56 | 4.07 | 3.92 | 4.02 | 4.77 | 5.19 | 6.35 | 0.53 | 0.00 | 0.00 | 0.00 |
Data as of 01/11/2016, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NERBX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS B) |
-1.88%
Nov 1996 – Nov 1999 |
0.11%
Jul 1997 – Jul 2002 |
1.96%
Nov 1998 – Nov 2008 |
3.93%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NERBX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS B) |
13.48%
Oct 2008 – Oct 2011 |
10.05%
Oct 2008 – Oct 2013 |
6.63%
Oct 2002 – Oct 2012 |
5.53%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart