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LSBDX: LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12 0.04(0.33%) July 25
See more info about LSBDXAsset Class: | Multisector Bond |
MyPlanIQ Rating: | (82%) |
Start Date: | 05/10/1991 |
Last Dividend Date: | 06/26/2025 |
12-Mo. Yield | 5.55% |
Expenses | 0.60% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/10/1991 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | -0.2 | 4.8 | 9.5 | 6.0 | 2.9 | 2.3 | 3.4 | 4.3 | 4.7 |
Sharpe Ratio ? | NA | 1.7 | 1.65 | 0.56 | 0.21 | 0.17 | NA | NA | 0.48 |
Draw Down(%) ? | NA | 2.5 | 2.5 | 7.3 | 16.6 | 16.6 | NA | NA | 30.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/1991
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