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LIPRX: Loomis Sayles Inflation Prtctd Secs Ret (MUTUAL FUND)
Basic Info 11.95 0.01(0.08%) May 13
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 06/01/2010 |
| Last Dividend Date: | 03/24/2021 |
| 12-Mo. Yield | 0.83% |
| Expenses | 0.65% |
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Performance Analytics (As of 05/12/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 0.3 | 8.1 | 7.0 | 4.3 | 2.6 | 2.9 | 13.8 | 8.4 | -2.5 | 3.3 | 3.6 | -2.0 | 1.5 | -8.4 | 6.7 | 6.3 | 2.1 |
| SR | NA | 0.36 | 2.09 | 1.13 | 0.76 | 0.44 | 0.49 | 1.78 | 1.71 | -1.2 | 0.82 | 0.74 | -0.36 | 0.38 | -1.64 | 1.46 | 0.91 | 0.53 |
| DD(%) | NA | 2.9 | 2.9 | 9.6 | 9.6 | 10.3 | 10.3 | 9.6 | 2.7 | 3.4 | 1.8 | 5.1 | 5.7 | 3.7 | 9.5 | 2.2 | 3.1 | 5.7 |
| SD(%) | NA | 4.9 | 4.0 | 5.5 | 4.8 | 5.1 | 5.2 | 7.6 | 4.1 | 3.2 | 3.3 | 4.6 | 5.6 | 3.9 | 5.1 | 4.6 | 6.9 | 6.4 |
| TR | NA | 0.02 | 0.08 | 0.06 | 0.04 | 0.02 | 0.03 | 0.14 | 0.08 | -0.04 | 0.03 | 0.04 | -0.02 | 0.02 | -0.1 | 0.07 | 0.08 | 0.04 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 |
| Beta(%) | NA | 1.02 | 1.0 | 0.96 | 0.94 | 0.9 | 0.9 | 0.96 | 0.93 | 0.91 | 0.85 | 0.94 | 0.95 | 0.81 | 0.8 | 0.94 | 0.84 | 0.92 |
| RS | NA | 0.95 | 0.86 | 0.81 | 0.81 | 0.81 | 0.81 | 0.81 | 0.78 | 0.76 | 0.83 | 0.84 | 0.89 | 0.85 | 0.85 | 0.86 | 0.69 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
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