Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSACX (Loomis Sayles Mid Cap Growth C) | NA | -4.08% | 10.54% | 12.05% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSACX (Loomis Sayles Mid Cap Growth C) | 02/03/2009 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.08 | 10.54 | 12.05 | NA | NA | NA | … | … | -9.13 | 33.31 | 11.77 | -8.03 | 33.79 | 29.79 |
| Sharpe Ratio | NA | -0.12 | 0.35 | 0.39 | NA | NA | NA | … | … | -0.36 | 1.97 | 0.67 | -0.28 | 1.46 | 1.13 |
| Standard Deviation(%) | NA | 34.98 | 28.46 | 31.07 | NA | NA | NA | … | … | 28.12 | 16.91 | 17.54 | 28.99 | 23.16 | 29.09 |
| Draw Down(%) | NA | 22.87 | 22.87 | 26.45 | NA | NA | NA | … | … | 22.87 | 7.36 | 11.72 | 26.45 | 14.26 | 16.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.03 | 0.02 | 0.01 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 |
Data as of 11/20/2014, Common starting date is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSACX (Loomis Sayles Mid Cap Growth C) |
2.34%
Apr 2011 – Apr 2014 |
12.90%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSACX (Loomis Sayles Mid Cap Growth C) |
23.95%
Mar 2009 – Mar 2012 |
17.45%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart