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LSFIX: Loomis Sayles Fixed Income (MUTUAL FUND)
Basic Info 13.6 0.01(0.07%) July 30
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 04/06/1999 |
| Last Dividend Date: | 12/17/2020 |
| 12-Mo. Yield | 6.29% |
| Expenses | 0.58% |
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Performance Analytics (As of 07/30/2021)
| 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(%) | 0.2 | 3.0 | 10.0 | 6.2 | 5.4 | 5.3 | 6.7 | 5.7 | 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 | 1.67 | 2.78 | 0.9 | 0.96 | 1.07 | NA | 0.62 | 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 | 3.1 | 3.6 | 6.0 | 4.9 | 4.6 | NA | 6.8 | 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 | 0.1 | 0.18 | 0.15 | 0.14 | 0.28 | 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 | 0.02 | 0.04 | 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 | 0.52 | 0.54 | 0.35 | 0.34 | 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 | 0.38 | 0.25 | 0.06 | 0.07 | 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
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