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LSGBX: LOOMIS SAYLES GLOBAL BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 15.28 0.04(0.26%) July 08
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 10/23/1991 |
| Last Dividend Date: | 12/17/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.95% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/23/1991 |
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(%) | -1.0 | 7.0 | 7.2 | 2.2 | -2.2 | 0.8 | 1.3 | 2.4 | 4.7 | -2.5 | 5.5 | -17.2 | -6.8 | 10.1 | 6.8 | -2.5 | 8.9 | 3.7 | -4.9 | 0.3 | -2.7 | 8.1 | 3.8 | 7.7 | 22.3 | -8.6 | 8.4 | 8.2 | -4.3 | 6.7 | 21.3 | 20.4 | 5.1 | -0.3 | 3.8 | 10.6 | 2.3 | 15.0 | 23.9 | -8.7 | 12.0 | -2.8 | 12.8 |
| Sharpe Ratio | NA | 2.2 | 0.91 | -0.13 | -0.63 | -0.09 | NA | NA | 0.48 | -1.51 | 0.16 | -2.26 | -1.59 | 1.28 | 1.57 | -1.02 | 1.92 | 0.68 | -1.01 | 0.09 | -0.58 | 2.54 | 0.73 | 1.47 | 3.22 | -1.2 | 1.42 | 1.03 | -1.25 | 0.69 | 2.58 | 3.32 | 0.38 | -0.62 | 0.11 | 1.03 | -0.27 | 2.43 | 2.54 | -1.69 | 1.27 | -0.56 | 8.05 |
| Draw Down(%) | NA | 2.0 | 7.3 | 11.7 | 29.8 | 29.8 | NA | NA | 29.8 | 5.9 | 8.8 | 22.9 | 7.3 | 11.3 | 1.9 | 6.0 | 2.5 | 8.6 | 5.8 | 4.8 | 6.2 | 2.0 | 6.3 | 5.2 | 7.1 | 20.0 | 2.8 | 2.9 | 6.1 | 6.9 | 8.2 | 3.1 | 5.3 | 9.1 | 6.2 | 8.7 | 3.9 | 4.1 | 6.4 | 13.5 | 5.4 | 8.4 | 2.4 |
| Standard Deviation(%) | NA | 5.9 | 5.9 | 7.1 | 6.5 | 5.8 | NA | NA | 6.2 | 6.0 | 7.5 | 8.3 | 4.3 | 7.7 | 3.5 | 3.7 | 4.3 | 5.2 | 4.9 | 3.4 | 4.7 | 3.2 | 5.1 | 5.2 | 6.9 | 7.9 | 3.9 | 4.9 | 5.2 | 8.4 | 8.0 | 5.8 | 7.4 | 7.2 | 5.4 | 7.0 | 4.5 | 4.7 | 7.9 | 6.9 | 7.8 | 9.2 | 10.9 |
| Treynor Ratio | NA | 0.0 | 0.0 | -0.01 | -0.05 | -0.01 | NA | NA | 0.06 | -0.04 | 0.01 | -0.24 | -0.1 | 0.13 | 0.08 | -0.07 | 0.13 | 0.06 | -0.09 | 0.01 | -0.05 | 0.16 | 0.07 | 0.15 | 0.41 | -0.18 | 0.1 | 0.08 | -0.11 | 0.09 | 0.29 | 0.33 | 0.04 | -0.07 | 0.01 | 0.14 | -0.04 | 0.74 | -0.83 | -0.7 | 0.14 | -0.24 | 0.0 |
| Alpha | NA | NA | 0.05 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.03 | 0.07 | -0.04 | 0.01 | 0.01 | 0.0 | -0.01 | 0.02 | 0.02 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | 0.04 | 0.09 | -0.05 | 0.01 | -0.03 | NA |
| Beta | NA | NA | 2.94 | 0.79 | 0.78 | 0.71 | NA | NA | 0.52 | 2.48 | 0.83 | 0.77 | 0.71 | 0.77 | 0.68 | 0.55 | 0.62 | 0.61 | 0.57 | 0.56 | 0.6 | 0.51 | 0.57 | 0.49 | 0.54 | 0.54 | 0.56 | 0.6 | 0.57 | 0.67 | 0.71 | 0.59 | 0.64 | 0.65 | 0.46 | 0.51 | 0.29 | 0.15 | -0.24 | 0.17 | 0.68 | 0.21 | NA |
| RSquared | NA | 0.0 | 0.0 | 0.59 | 0.62 | 0.71 | NA | NA | 0.51 | 0.08 | 0.87 | 0.92 | 0.65 | 0.74 | 0.88 | 0.84 | 0.94 | 0.91 | 0.89 | 0.87 | 0.85 | 0.85 | 0.77 | 0.82 | 0.79 | 0.71 | 0.84 | 0.91 | 0.87 | 0.77 | 0.96 | 0.83 | 0.81 | 0.83 | 0.46 | 0.39 | 0.32 | 0.04 | 0.11 | 0.05 | 0.64 | 0.08 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.8 | 0.8 | 1.7 | 2.5 | N/A | 0.0 | 0.0 | 0.0 | 2.1 | 2.0 | 1.2 | 0.6 | 0.3 | 0.6 | 0.1 | 3.6 | 4.0 | 2.8 | 4.6 | 3.6 | 3.6 | 6.9 | 4.8 | 3.0 | 4.8 | 0.3 | 4.7 | 5.4 | 0.0 | 5.6 | 9.0 | 8.4 | 6.6 | 6.5 | 7.9 | 2.5 | 4.8 | 6.8 | 2.9 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | 64.8 | -82.4 | -60.3 | N/A | N/A | N/A | N/A | -100.0 | 9.8 | 85.0 | 77.1 | 129.6 | -43.9 | 310.0 | -96.6 | -16.7 | 52.2 | -40.1 | 34.3 | 19.4 | -56.8 | 51.4 | 64.0 | -42.4 | 1452.0 | -91.7 | -2.3 | N/A | -100.0 | -41.8 | 11.0 | 22.7 | 8.0 | -3.6 | 176.8 | -42.9 | -36.4 | 156.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/1991
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