| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.06% | -4.34% | 7.46% | 9.62% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.34% | 6.30% | 6.44% |
| Negative volatility | 7.17% | 4.83% | 4.52% |
| Sharpe | Neg | Neg | Neg |
| Sortino | Neg | Neg | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Loomis Sayles Multisector Income RE Cap $ | 8.54% | -8.21% | 3.10% | 10.95% | -4.70% | 1.06% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |