Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEFZX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS A) | 0.25% | 9.55% | 3.10% | 3.42% | 1.71% | 3.78% | 4.70% | 6.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFZX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS A) | 05/30/1995 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 05/30/1995.
AR inception is since 05/30/1995.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 9.55 | 3.10 | 3.42 | 1.71 | 3.78 | 4.70 | 6.65 | 0.25 | 6.96 | 8.05 | -12.83 | 3.86 | 0.31 | 10.84 | -3.42 | 6.15 | 8.28 | -7.69 | 5.63 | 10.88 | 13.57 | 3.35 | 13.44 | 39.31 | -23.15 | 7.27 | 11.38 | 3.28 | 12.33 | 34.97 | 14.77 | -0.91 | 0.75 | 12.16 | -2.80 | 9.33 | 14.43 | 11.01 |
| Sharpe Ratio | NA | 0.70 | -0.21 | 0.16 | 0.01 | NA | NA | 0.81 | -0.42 | 0.08 | 0.58 | -2.11 | 1.32 | 0.01 | 3.13 | -1.47 | 2.12 | 1.34 | -1.29 | 1.32 | 2.07 | 2.63 | 0.46 | 2.74 | 5.99 | -2.45 | 0.99 | 2.01 | 0.31 | 1.93 | 6.79 | 2.46 | -0.51 | -0.60 | 1.34 | -0.80 | 0.99 | 1.54 | 2.69 |
| Standard Deviation(%) | NA | 4.58 | 6.07 | 5.40 | 5.45 | NA | NA | 5.84 | 5.08 | 4.78 | 6.58 | 6.75 | 2.92 | 8.79 | 3.01 | 3.22 | 2.62 | 6.03 | 6.00 | 4.27 | 5.24 | 5.17 | 7.21 | 4.88 | 6.54 | 9.79 | 4.33 | 4.05 | 3.57 | 5.91 | 5.05 | 5.55 | 6.50 | 5.58 | 6.66 | 7.64 | 5.83 | 7.03 | 5.81 |
| Draw Down(%) | NA | 3.82 | 9.33 | 17.20 | 17.20 | NA | NA | 32.06 | 3.82 | 3.20 | 7.58 | 16.43 | 2.56 | 17.20 | 1.25 | 5.87 | 1.54 | 5.55 | 9.63 | 4.61 | 5.52 | 4.60 | 8.78 | 4.48 | 7.81 | 32.06 | 3.28 | 3.47 | 3.82 | 8.56 | 5.41 | 5.23 | 7.81 | 8.07 | 8.35 | 17.03 | 4.49 | 5.10 | 2.24 |
| Yield(%) | 0.00 | 4.48 | 5.02 | 4.41 | 3.95 | 4.89 | 5.38 | 6.97 | 0.00 | 5.70 | 5.48 | 5.20 | 2.69 | 3.26 | 3.74 | 3.57 | 4.18 | 4.95 | 8.60 | 5.99 | 4.86 | 5.58 | 6.21 | 5.87 | 7.29 | 7.37 | 6.09 | 4.95 | 4.93 | 5.57 | 8.72 | 5.90 | 7.54 | 8.07 | 9.23 | 12.44 | 8.71 | 10.74 | 6.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFZX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS A) |
-5.37%
Nov 2005 - Nov 2008 |
-1.22%
Sep 2017 - Sep 2022 |
0.73%
Oct 2013 - Oct 2023 |
3.41%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFZX (LOOMIS SAYLES STRATEGIC INCOME FUND CLASS A) |
21.19%
Feb 2009 - Feb 2012 |
17.25%
Nov 2008 - Nov 2013 |
11.09%
Apr 2001 - Apr 2011 |
9.59%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart