| Analysis at 10/30/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.61% | -0.07% | 9.83% | 19.61% |
| Analysis at 10/30/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.47% | 7.60% | 8.10% |
| Negative volatility | 8.14% | 5.78% | 5.36% |
| Sharpe | Neg | 0.01 | 0.24 |
| Sortino | Neg | 0.01 | 0.37 |
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Loomis Sayles High Income R Dis $ | -14.00% | 11.91% | -10.54% | 5.96% | 15.49% | -4.61% | |
| Bond USA - Corporate High Yield | 13.36% | -5.40% | 9.60% | 15.45% | -4.33% | 0.72% | |