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LSBDX: LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.77 0.01(0.09%) April 17
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 05/10/1991 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 4.38% |
| Expenses | 0.60% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/10/1991 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 0.2 | 8.8 | 2.7 | 3.3 | 1.5 | 3.1 | 4.2 | 4.6 | 6.7 | 8.1 | -12.5 | 3.2 | 2.1 | 11.4 | -3.2 | 5.2 | 7.5 | -10.3 | 2.0 | 5.4 | 15.1 | 3.7 | 13.0 | 37.2 | -22.7 | 8.5 | 11.3 | 4.3 | 11.3 | 29.2 | 13.3 | 2.6 | 4.4 | -3.6 | -6.9 | 3.6 | 0.7 | 22.3 | -11.6 | 9.7 | 1.3 | 2.3 |
| Sharpe Ratio | NA | -0.53 | 0.57 | -0.29 | 0.14 | -0.03 | NA | NA | 0.45 | 0.02 | 0.6 | -2.28 | 1.1 | 0.22 | 3.59 | -1.65 | 1.41 | 1.23 | -1.75 | 0.46 | 1.29 | 4.15 | 0.66 | 2.7 | 5.71 | -2.46 | 1.35 | 2.35 | 0.67 | 1.47 | 5.42 | 2.47 | 0.05 | 0.06 | -0.97 | -1.13 | 0.02 | -0.31 | 2.91 | -2.21 | 1.0 | -0.14 | 0.01 |
| Draw Down(%) | NA | 3.1 | 3.1 | 10.0 | 16.6 | 16.6 | NA | NA | 30.6 | 3.0 | 7.0 | 15.9 | 2.3 | 16.4 | 1.1 | 5.0 | 2.7 | 4.5 | 11.6 | 6.3 | 5.5 | 3.2 | 7.5 | 4.4 | 6.9 | 30.6 | 3.0 | 2.9 | 2.8 | 7.4 | 6.1 | 5.0 | 5.2 | 5.6 | 11.2 | 13.6 | 6.1 | 7.2 | 3.4 | 15.0 | 6.6 | 8.2 | 5.9 |
| Standard Deviation(%) | NA | 4.5 | 4.2 | 5.7 | 5.1 | 5.3 | NA | NA | 6.0 | 4.6 | 6.4 | 6.1 | 2.9 | 8.5 | 2.8 | 2.7 | 3.3 | 6.0 | 5.9 | 4.2 | 4.2 | 3.7 | 5.6 | 4.8 | 6.5 | 9.6 | 4.1 | 3.4 | 3.1 | 7.0 | 5.3 | 5.0 | 5.9 | 4.8 | 7.1 | 9.0 | 6.9 | 8.8 | 6.3 | 6.6 | 7.7 | 8.0 | 7.3 |
| Treynor Ratio | NA | -0.03 | 0.03 | -0.02 | 0.01 | 0.0 | NA | NA | 0.05 | 0.0 | 0.05 | -0.23 | 0.09 | 0.05 | -3.2 | -1.25 | 0.16 | -1.42 | -3.43 | 0.74 | 0.09 | -0.58 | -0.14 | 0.95 | 0.49 | -0.41 | 0.09 | 0.13 | 0.05 | 0.12 | 0.35 | 0.17 | 0.0 | 0.0 | -0.08 | -0.12 | 0.0 | -0.02 | 0.24 | -0.2 | 0.13 | -0.03 | 0.0 |
| Alpha | NA | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.01 | -0.02 | 0.02 | 0.0 | 0.04 | -0.02 | 0.01 | 0.03 | -0.04 | 0.01 | 0.03 | 0.06 | 0.02 | 0.05 | 0.11 | -0.11 | 0.01 | 0.03 | 0.01 | 0.03 | 0.09 | 0.03 | -0.02 | -0.02 | -0.01 | -0.05 | -0.02 | -0.01 | 0.03 | -0.04 | 0.02 | -0.01 | -0.03 |
| Beta | NA | 0.69 | 0.7 | 0.73 | 0.67 | 0.5 | NA | NA | 0.59 | 0.77 | 0.78 | 0.62 | 0.36 | 0.35 | -0.03 | 0.04 | 0.28 | -0.05 | 0.03 | 0.03 | 0.6 | -0.26 | -0.25 | 0.14 | 0.76 | 0.57 | 0.61 | 0.62 | 0.38 | 0.84 | 0.82 | 0.7 | 0.73 | 0.67 | 0.9 | 0.81 | 1.01 | 1.26 | 0.77 | 0.72 | 0.57 | 0.38 | 0.6 |
| RSquared | NA | 0.71 | 0.76 | 0.75 | 0.59 | 0.22 | NA | NA | 0.19 | 0.82 | 0.81 | 0.6 | 0.22 | 0.04 | 0.0 | 0.0 | 0.07 | 0.0 | 0.0 | 0.0 | 0.24 | 0.04 | 0.04 | 0.01 | 0.29 | 0.14 | 0.35 | 0.37 | 0.15 | 0.26 | 0.52 | 0.36 | 0.38 | 0.34 | 0.32 | 0.15 | 0.36 | 0.53 | 0.31 | 0.34 | 0.07 | 0.04 | 0.1 |
| Yield(%) | N/A | 0.0 | 4.4 | 4.6 | 4.2 | 3.3 | 4.1 | 4.8 | N/A | 5.6 | 5.2 | 4.3 | 2.9 | 3.8 | 4.0 | 3.2 | 3.8 | 2.2 | 3.1 | 4.2 | 5.0 | 6.2 | 6.1 | 5.7 | 7.5 | 6.9 | 6.3 | 5.6 | 6.0 | 7.1 | 7.3 | 7.6 | 8.1 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -19.5 | 22.9 | 19.9 | -40.8 | -2.5 | N/A | N/A | 9.3 | 1.7 | 48.7 | -24.7 | 1.6 | 15.3 | -13.3 | 78.4 | -36.8 | -29.3 | -15.6 | -12.5 | -0.2 | 14.6 | -2.4 | -22.7 | 12.4 | 17.2 | -8.2 | -12.0 | 18.8 | 1.3 | -12.3 | -5.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/1991
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