Find A Portfolio/Ticker
Comparison Box
LSFIX: Loomis Sayles Fixed Income (MUTUAL FUND)
Basic Info 13.24 0.03(0.23%) May 13
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 04/06/1999 |
| Last Dividend Date: | 12/17/2020 |
| 12-Mo. Yield | 6.29% |
| Expenses | 0.58% |
| Sign up to get fund ranking change alerts | |
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 | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 0.2 | 17.9 | 5.5 | 5.8 | 5.1 | 6.5 | 5.1 | 5.4 | 13.6 | -3.1 | 8.4 | 9.9 | -6.0 | 4.6 | 6.9 | 15.6 | 3.9 | 12.9 | 35.8 | -17.8 | 9.2 | 10.7 | 4.1 | 1.7 | 21.7 | 2.6 | -4.3 | -4.0 | -3.2 | 1.1 | 10.4 | 7.6 | 5.8 |
| SR | NA | 0.68 | 4.17 | 0.8 | 1.03 | 1.04 | NA | 0.61 | 0.53 | 4.64 | -1.93 | 4.09 | 2.12 | -1.7 | 1.59 | 1.71 | 4.63 | 0.69 | 2.79 | 5.62 | -2.18 | 1.5 | 2.09 | 0.55 | 0.07 | 2.4 | 0.15 | -0.62 | -0.86 | -0.75 | -0.37 | 1.22 | 0.38 | 1941.65 |
| DD(%) | NA | 2.5 | 2.5 | 19.6 | 19.6 | 19.6 | NA | 26.3 | 19.6 | 0.7 | 4.5 | 1.3 | 3.6 | 7.5 | 4.0 | 5.8 | 2.7 | 7.5 | 4.0 | 6.2 | 26.3 | 3.6 | 3.3 | 3.6 | 9.6 | 6.5 | 7.8 | 10.3 | 9.5 | 9.2 | 8.7 | 3.4 | 11.1 | 0.0 |
| SD(%) | NA | 3.6 | 4.5 | 6.0 | 5.0 | 4.6 | NA | 6.9 | 9.6 | 2.6 | 2.3 | 1.9 | 4.6 | 3.6 | 2.9 | 4.0 | 3.4 | 5.6 | 4.6 | 6.4 | 8.5 | 4.1 | 3.5 | 3.5 | 11.8 | 8.7 | 9.6 | 10.8 | 9.3 | 8.6 | 6.0 | 5.6 | 10.5 | 63.4 |
| TR | NA | 0.04 | 0.36 | 0.14 | 0.17 | 0.29 | NA | 0.08 | 0.11 | 1.46 | -0.29 | 0.27 | 10.99 | -0.63 | 0.41 | 0.12 | -0.72 | -0.16 | 1.16 | 0.68 | -0.46 | 0.16 | 0.12 | 0.04 | 0.01 | 0.22 | 0.03 | -0.1 | -0.12 | -0.06 | -0.02 | 0.06 | 0.03 | 0.0 |
| Alpha(%) | NA | 0.03 | 0.07 | 0.01 | 0.02 | 0.02 | NA | 0.01 | 0.01 | 0.04 | -0.02 | 0.03 | 0.04 | -0.02 | 0.02 | 0.03 | 0.06 | 0.02 | 0.05 | 0.11 | -0.09 | 0.02 | 0.03 | 0.01 | -0.01 | 0.06 | -0.01 | -0.04 | -0.05 | 0.02 | 0.0 | 0.03 | 0.05 | NA |
| Beta(%) | NA | 0.66 | 0.51 | 0.35 | 0.31 | 0.17 | NA | 0.54 | 0.46 | 0.08 | 0.15 | 0.28 | 0.01 | 0.1 | 0.11 | 0.56 | -0.22 | -0.24 | 0.11 | 0.53 | 0.41 | 0.39 | 0.61 | 0.46 | 1.05 | 0.96 | 0.56 | 0.7 | 0.68 | 1.03 | 0.91 | 1.2 | 1.29 | NA |
| RS | NA | 0.48 | 0.13 | 0.05 | 0.05 | 0.02 | NA | 0.1 | 0.05 | 0.01 | 0.04 | 0.19 | 0.0 | 0.01 | 0.01 | 0.23 | 0.03 | 0.03 | 0.01 | 0.14 | 0.09 | 0.14 | 0.33 | 0.18 | 0.16 | 0.26 | 0.06 | 0.11 | 0.1 | 0.24 | 0.31 | 0.58 | 0.34 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/1999
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CTIVX (Columbia Strategic Income R5) 0.04% (93%)
- CSOAX (Credit Suisse Strategic Income A) 0.0% (90%)
- STISX (Federated Strategic Income Instl) 0.11% (90%)
- OSTIX (Osterweis Strategic Income) 0.09% (87%)
- HSNTX (Hartford Strategic Income R5) 0.0% (86%)
- RNSIX (RiverNorth Doubleline Strategic Inc I) 0.29% (86%)
- LSFIX (Loomis Sayles Fixed Income) 0.23% (83%)
- BMSIX (BlackRock Multi-Sector Bond Instl) 0.09% (82%)
- PIMIX (PIMCO Income Instl) 0.0% (80%)
- FSRIX (Fidelity Advisor Strategic Income I) 0.08% (79%)
Best Closed End Funds
- MMT (MFS Multi-Market Income Common) 1.24% (100%)
- PTY (PIMCO Corporate & Income Opportunity Fds) 1.72% (100%)
- EHI (Western Asset Global High Inc Common) 0.39% (99%)
- PCI (PIMCO Dynamic Credit Income) 1.19% (99%)
- PFN (PIMCO Income Strategy Fund II Common) 0.49% (98%)
- PKO (PIMCO Income Opportunity Common) 0.77% (98%)
- PFL (PIMCO Income Strategy) 0.25% (97%)
- AWF (AllianceBernstein Global High Income) 0.08% (97%)
- ERC (Wells Fargo Advantage Multi-Sec Inc) 1.18% (96%)
- WEA (Western Asset Premier Bond) 0.14% (96%)
Latest Articles Related to LSFIX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments