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LSBRX: Loomis Sayles Bond Retail (MUTUAL FUND)
Basic Info 11.24 0.03(0.27%) May 30
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 12/31/1999 |
| Last Dividend Date: | 04/27/2023 |
| 12-Mo. Yield | 5.06% |
| Expenses | 1.15% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 2.4 | 1.7 | 2.3 | 1.4 | 1.7 | 3.8 | 5.9 | -8.6 | 3.9 | 1.9 | 11.4 | -3.5 | 4.7 | 8.3 | -7.1 | 4.5 | 5.5 | 14.8 | 3.5 | 12.7 | 36.8 | -22.1 | 8.2 | 11.0 | 4.0 | 11.0 | 28.8 | 13.2 | 2.3 | 4.1 | 0.0 | 2.9 | 13.2 |
| SR | NA | 0.08 | -0.27 | 0.24 | 0.03 | 0.2 | NA | 0.9 | -1.58 | 1.32 | 0.2 | 3.42 | -1.76 | 1.25 | 1.39 | -1.71 | 1.49 | 1.32 | 4.06 | 0.61 | 2.64 | 5.59 | -2.42 | 1.25 | 2.24 | 0.59 | 1.38 | 5.3 | 2.45 | -0.01 | 0.0 | 0.17 | -0.06 | -7.41 |
| DD(%) | NA | 4.0 | 7.3 | 14.2 | 16.5 | 16.5 | NA | 30.7 | 14.1 | 2.3 | 16.5 | 1.1 | 5.3 | 2.7 | 4.6 | 8.4 | 3.8 | 5.5 | 3.3 | 7.6 | 4.4 | 7.0 | 30.7 | 3.1 | 2.9 | 2.8 | 7.6 | 6.2 | 5.1 | 5.2 | 5.6 | 0.0 | 10.5 | 4.1 |
| SD(%) | NA | 6.0 | 6.7 | 5.0 | 5.4 | 4.9 | NA | 5.3 | 6.4 | 2.9 | 8.4 | 2.9 | 2.7 | 3.3 | 5.8 | 4.1 | 3.0 | 4.2 | 3.7 | 5.6 | 4.8 | 6.6 | 9.5 | 4.2 | 3.5 | 3.1 | 7.3 | 5.3 | 4.9 | 5.9 | 4.7 | 0.0 | 6.2 | 5.7 |
| TR | NA | 0.01 | -0.03 | 0.02 | 0.0 | 0.02 | NA | 0.1 | -0.17 | 0.11 | 0.05 | -2.89 | -1.25 | 0.14 | -2.19 | -0.82 | 0.43 | 0.09 | -0.51 | -0.13 | 0.9 | 0.49 | -0.38 | 0.08 | 0.13 | 0.05 | 0.11 | 0.34 | 0.16 | 0.0 | 0.0 | 1.0 | 0.0 | -0.41 |
| Alpha(%) | NA | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | NA | 0.01 | -0.01 | 0.02 | 0.0 | 0.04 | -0.02 | 0.01 | 0.03 | -0.03 | 0.02 | 0.03 | 0.06 | 0.02 | 0.04 | 0.11 | -0.11 | 0.01 | 0.03 | 0.01 | 0.03 | 0.09 | 0.02 | -0.02 | -0.02 | 0.02 | -0.02 | 0.02 |
| Beta(%) | NA | 0.68 | 0.68 | 0.58 | 0.47 | 0.39 | NA | 0.48 | 0.6 | 0.35 | 0.36 | -0.03 | 0.04 | 0.29 | -0.04 | 0.09 | 0.11 | 0.59 | -0.29 | -0.26 | 0.14 | 0.75 | 0.6 | 0.63 | 0.62 | 0.36 | 0.91 | 0.84 | 0.75 | 0.74 | 0.69 | 0.88 | 0.83 | 1.03 |
| RS | NA | 0.77 | 0.67 | 0.46 | 0.21 | 0.13 | NA | 0.15 | 0.54 | 0.21 | 0.04 | 0.0 | 0.0 | 0.07 | 0.0 | 0.01 | 0.01 | 0.23 | 0.05 | 0.04 | 0.01 | 0.27 | 0.16 | 0.35 | 0.36 | 0.14 | 0.29 | 0.52 | 0.41 | 0.39 | 0.37 | 0.0 | 0.34 | 0.54 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1999
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