| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.10% | -4.26% | 8.23% | 11.18% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.50% | 6.38% | 6.49% |
| Negative volatility | 7.31% | 4.86% | 4.51% |
| Sharpe | Neg | Neg | 0.01 |
| Sortino | Neg | Neg | 0.02 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Loomis Sayles Multisector Income R DisM $ | 8.88% | -7.88% | 3.42% | 11.70% | -4.98% | 1.10% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |