Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) | -0.02% | 7.07% | 8.13% | 2.73% | 3.48% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) | 02/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 7.07 | 8.13 | 2.73 | 3.48 | NA | NA | … | … | -0.02 | 10.63 | 7.21 | 8.47 | -12.56 | 4.20 | 0.63 | 11.14 | -2.61 | 7.59 | 8.51 | -7.35 | 3.17 | 3.61 |
| Sharpe Ratio | NA | 1.04 | 0.96 | 0.04 | 0.37 | NA | NA | … | … | -0.59 | 2.12 | 0.74 | 0.74 | -2.10 | 1.46 | 0.04 | 3.18 | -1.25 | 2.83 | 1.38 | -1.22 | 0.73 | 0.70 |
| Standard Deviation(%) | NA | 3.91 | 5.00 | 5.29 | 5.14 | NA | NA | … | … | 4.96 | 3.67 | 4.87 | 6.53 | 6.69 | 2.85 | 8.77 | 3.04 | 3.20 | 2.46 | 6.03 | 6.04 | 4.33 | 5.58 |
| Draw Down(%) | NA | 3.75 | 5.78 | 16.85 | 17.20 | NA | NA | … | … | 3.75 | 3.21 | 3.29 | 7.38 | 16.17 | 2.48 | 17.20 | 1.18 | 5.27 | 1.49 | 5.47 | 9.46 | 5.31 | 6.08 |
| Yield(%) | 0.00 | 6.09 | 6.24 | 4.85 | 4.56 | 3.67 | 2.75 | … | … | 2.85 | 5.52 | 6.02 | 5.78 | 5.50 | 3.01 | 3.56 | 4.09 | 4.31 | 4.53 | 5.16 | 8.92 | 3.61 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) |
-3.18%
Oct 2019 – Oct 2022 |
-0.81%
Sep 2017 – Sep 2022 |
0.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEZNX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS N) |
9.27%
Sep 2022 – Sep 2025 |
5.48%
Feb 2016 – Feb 2021 |
4.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart