Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NECRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS C) | 0.34% | 4.65% | 3.11% | -0.74% | 1.22% | 1.97% | 3.35% | … | … |
Data as of 06/11/2026, Common starting date is 04/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NECRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS C) | 04/27/1995 | 06/11/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 4.65 | 3.11 | -0.74 | 1.22 | 1.97 | 3.35 | … | … | 0.34 | 6.99 | -0.24 | 5.11 | -13.61 | -2.65 | 7.36 | 7.94 | -1.70 | 4.21 | 6.40 | -4.86 | 5.33 | -1.56 | 10.51 | 6.87 | 9.30 | 15.88 | -0.17 | 5.23 | 4.28 | 0.07 | 4.08 | 7.67 | 2.03 | 5.99 | 6.58 | -0.95 | 6.64 | 10.31 | 3.84 | 12.56 |
| Sharpe Ratio | NA | 0.38 | -0.07 | -0.55 | -0.09 | NA | NA | … | … | -0.81 | 0.92 | -0.67 | 0.18 | -2.02 | -1.01 | 1.22 | 2.05 | -1.30 | 1.48 | 1.87 | -1.41 | 2.36 | -0.39 | 4.00 | 1.68 | 2.23 | 2.63 | -0.15 | 0.50 | 0.27 | -0.85 | 0.79 | 1.68 | 0.19 | 0.73 | 0.53 | -0.85 | 0.57 | 1.29 | 0.03 | 2.87 |
| Standard Deviation(%) | NA | 3.86 | 5.71 | 6.08 | 5.00 | NA | NA | … | … | 4.16 | 4.46 | 5.80 | 8.04 | 7.47 | 2.66 | 5.79 | 3.15 | 2.37 | 2.41 | 3.31 | 3.48 | 2.25 | 4.11 | 2.64 | 4.07 | 4.13 | 5.99 | 7.64 | 4.14 | 3.18 | 2.59 | 3.90 | 4.14 | 4.53 | 4.92 | 4.41 | 5.10 | 5.60 | 5.10 | 6.18 | 5.28 |
| Draw Down(%) | NA | 2.98 | 8.13 | 19.40 | 21.38 | NA | NA | … | … | 2.98 | 2.86 | 4.87 | 9.29 | 17.90 | 3.61 | 8.63 | 2.01 | 3.18 | 1.43 | 4.03 | 6.72 | 2.66 | 7.57 | 1.38 | 2.44 | 3.36 | 5.32 | 11.38 | 2.95 | 2.28 | 2.54 | 5.19 | 5.03 | 5.72 | 3.91 | 4.91 | 5.08 | 3.38 | 3.23 | 5.29 | 2.24 |
| Yield(%) | 0.00 | 3.56 | 3.23 | 2.35 | 2.18 | 2.62 | 3.43 | … | … | 1.29 | 3.69 | 3.05 | 2.88 | 1.93 | 1.29 | 1.35 | 1.87 | 2.02 | 1.97 | 2.52 | 1.72 | 3.19 | 3.14 | 4.78 | 5.31 | 4.04 | 4.92 | 5.09 | 4.48 | 3.56 | 4.07 | 3.92 | 4.02 | 4.65 | 5.19 | 6.35 | 5.85 | 6.68 | 7.09 | 6.09 | 4.74 |
Data as of 06/11/2026, Common starting date is 04/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NECRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS C) |
-6.86%
Oct 2020 – Oct 2023 |
-1.94%
Jul 2020 – Jul 2025 |
0.13%
Oct 2013 – Oct 2023 |
1.95%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NECRX (LOOMIS SAYLES CORE PLUS BOND FUND CLASS C) |
13.55%
Oct 2008 – Oct 2011 |
10.10%
Oct 2008 – Oct 2013 |
6.64%
Oct 2002 – Oct 2012 |
5.84%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison Chart