Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEZYX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS Y) | -0.26% | 6.77% | 7.99% | 2.58% | 3.29% | 3.83% | 4.75% | … | … |
Data as of 06/10/2026, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEZYX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS Y) | 12/30/1999 | 06/10/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 6.77 | 7.99 | 2.58 | 3.29 | 3.83 | 4.75 | … | … | -0.26 | 10.57 | 7.24 | 8.31 | -12.60 | 4.12 | 0.55 | 11.05 | -3.12 | 6.43 | 8.56 | -7.42 | 5.87 | 11.16 | 13.93 | 3.54 | 13.30 | 39.60 | -22.95 | 5.61 | 6.15 | -1.82 | 6.26 | 24.98 | 8.38 | -0.95 | 1.07 | 0.89 |
| Sharpe Ratio | NA | 1.01 | 0.95 | 0.02 | 0.33 | NA | NA | … | … | -0.63 | 2.09 | 0.75 | 0.71 | -2.11 | 1.42 | 0.03 | 3.19 | -1.38 | 2.25 | 1.39 | -1.23 | 1.37 | 2.12 | 2.70 | 0.48 | 2.70 | 6.03 | -2.43 | 0.58 | 0.76 | -1.30 | 0.95 | 4.94 | 1.40 | -0.53 | -0.56 | NA |
| Standard Deviation(%) | NA | 3.90 | 5.01 | 5.29 | 5.15 | NA | NA | … | … | 4.94 | 3.70 | 4.86 | 6.57 | 6.66 | 2.88 | 8.80 | 3.01 | 3.27 | 2.58 | 6.02 | 6.06 | 4.26 | 5.25 | 5.18 | 7.24 | 4.90 | 6.55 | 9.81 | 4.25 | 3.60 | 3.14 | 5.57 | 4.91 | 5.16 | 6.59 | 5.61 | 0.00 |
| Draw Down(%) | NA | 3.68 | 5.72 | 16.90 | 17.21 | NA | NA | … | … | 3.68 | 3.21 | 3.25 | 7.35 | 16.21 | 2.50 | 17.21 | 1.25 | 5.65 | 1.57 | 5.47 | 9.49 | 4.54 | 5.50 | 4.59 | 8.75 | 4.75 | 7.76 | 31.93 | 3.24 | 3.94 | 4.62 | 10.00 | 7.41 | 6.14 | 7.65 | 8.02 | 0.00 |
| Yield(%) | 0.00 | 6.06 | 6.19 | 4.80 | 4.49 | 4.86 | 5.29 | … | … | 2.85 | 5.47 | 5.96 | 5.72 | 5.46 | 2.93 | 3.49 | 4.00 | 3.81 | 4.44 | 5.21 | 8.86 | 6.28 | 5.12 | 5.84 | 6.47 | 5.73 | 7.61 | 7.59 | 4.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.50 | 8.29 | 0.89 |
Data as of 06/10/2026, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEZYX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS Y) |
-7.49%
Nov 2005 – Nov 2008 |
-3.30%
Nov 2003 – Nov 2008 |
0.99%
Oct 2013 – Oct 2023 |
3.64%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEZYX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS Y) |
21.34%
Oct 2008 – Oct 2011 |
17.47%
Nov 2008 – Nov 2013 |
9.75%
Nov 2008 – Nov 2018 |
7.27%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart