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LSGSX: LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.43 0.01(0.11%) April 19
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (81%) |
Start Date: | 10/23/1991 |
Last Dividend Date: | 03/25/2024 |
12-Mo. Yield | 4.05% |
Expenses | 0.40% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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(%) | -0.4 | -1.6 | -0.8 | -1.9 | 2.4 | 1.9 | 3.1 | 3.1 | 4.5 | 3.6 | -12.5 | 5.0 | 14.0 | 8.6 | -2.2 | 3.6 | 4.4 | -1.5 | 1.7 | -8.2 | 7.0 | 12.9 | 7.0 | 12.3 | -4.4 | 10.6 | 0.6 | 2.0 | 4.6 | 3.0 | 14.2 | 4.7 | 17.7 | -4.5 | 7.9 | 12.7 | 1.3 | 23.0 | -6.3 | 6.8 | 2.5 | 4.8 |
Sharpe Ratio | NA | -1.52 | -0.86 | -0.53 | 0.12 | 0.16 | NA | NA | 0.43 | -0.09 | -1.53 | 1.12 | 1.8 | 1.76 | -1.14 | 0.91 | 0.93 | -0.28 | 0.44 | -1.63 | 1.53 | 2.08 | 1.23 | 1.48 | -0.5 | 1.47 | -0.58 | -0.04 | 0.7 | 0.37 | 2.14 | 0.3 | 1.86 | -1.23 | 0.84 | 1.44 | -0.26 | 2.95 | -1.04 | 0.44 | 0.02 | 2.98 |
Draw Down(%) | NA | 2.2 | 6.2 | 15.2 | 15.2 | 15.2 | NA | NA | 19.5 | 6.4 | 14.5 | 2.9 | 9.6 | 2.6 | 3.3 | 1.8 | 4.5 | 5.4 | 3.6 | 9.5 | 2.2 | 2.4 | 4.8 | 5.1 | 17.2 | 3.2 | 4.2 | 3.1 | 6.3 | 6.6 | 3.3 | 7.7 | 5.0 | 6.2 | 3.9 | 4.7 | 7.9 | 3.3 | 12.6 | 10.3 | 5.9 | 3.0 |
Standard Deviation(%) | NA | 5.2 | 6.2 | 7.1 | 6.8 | 5.6 | NA | NA | 6.6 | 7.0 | 9.1 | 4.5 | 7.6 | 4.1 | 3.1 | 3.3 | 4.5 | 5.6 | 4.0 | 5.0 | 4.6 | 6.2 | 5.6 | 8.3 | 10.6 | 5.2 | 4.6 | 4.7 | 5.2 | 6.2 | 6.1 | 8.0 | 7.3 | 6.2 | 5.4 | 6.4 | 8.3 | 6.5 | 8.9 | 10.6 | 8.8 | 8.6 |
Treynor Ratio | NA | -0.08 | -0.05 | -0.04 | 0.01 | 0.01 | NA | NA | 0.03 | -0.01 | -0.14 | 0.05 | 0.14 | 0.08 | -0.04 | 0.04 | 0.05 | -0.02 | 0.02 | -0.1 | 0.07 | 0.15 | 0.07 | 0.12 | -0.06 | 0.08 | -0.03 | 0.0 | 0.05 | 0.03 | 0.15 | 0.02 | 0.53 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.97 | 1.0 | 1.01 | 1.0 | 0.97 | NA | NA | 0.93 | 1.02 | 1.02 | 0.95 | 0.97 | 0.95 | 0.89 | 0.84 | 0.93 | 0.95 | 0.82 | 0.79 | 0.93 | 0.84 | 0.92 | 1.03 | 0.93 | 0.9 | 1.0 | 0.93 | 0.76 | 0.82 | 0.85 | 1.19 | 0.26 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.98 | 0.97 | 0.92 | 0.9 | NA | NA | 0.5 | 0.98 | 0.97 | 0.91 | 0.81 | 0.82 | 0.76 | 0.84 | 0.84 | 0.88 | 0.84 | 0.85 | 0.84 | 0.86 | 0.9 | 0.91 | 0.84 | 0.95 | 0.96 | 0.96 | 0.77 | 0.85 | 0.53 | 0.48 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.3 | 3.7 | 5.1 | 4.3 | 3.0 | 3.7 | 3.8 | N/A | 3.8 | 6.7 | 5.6 | 1.1 | 2.1 | 2.8 | 2.5 | 1.5 | 0.8 | 1.9 | 1.8 | 8.4 | 6.1 | 3.3 | 1.7 | 6.1 | 5.8 | 4.0 | 6.4 | 4.2 | 7.5 | 8.4 | 5.4 | 6.7 | 5.9 | 4.4 | 6.2 | 6.3 | 7.2 | 6.1 | 6.2 | 5.5 | 3.7 |
Dividend Growth(%) | N/A | -91.9 | -45.6 | 191.9 | 125.8 | -38.0 | N/A | N/A | N/A | -53.2 | 17.9 | 458.3 | -42.9 | -27.6 | 11.5 | 73.3 | 87.5 | -60.0 | -4.8 | -78.6 | 46.3 | 91.4 | 118.8 | -75.8 | 11.9 | 40.5 | -40.0 | 52.2 | -45.9 | -6.6 | 51.7 | -9.1 | 1.5 | 38.3 | -24.2 | -7.5 | 1.5 | 3.1 | -1.5 | 10.2 | 47.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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