Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LBFAX (LOOMIS SAYLES BOND FUND ADMIN CLASS) | 4.42% | 10.26% | 5.85% | 2.72% | 2.40% | 3.79% | 4.39% | 4.73% |
Data as of 07/02/2025, AR inception is 04/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBFAX (LOOMIS SAYLES BOND FUND ADMIN CLASS) | 04/06/1998 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 10.26 | 5.85 | 2.72 | 2.40 | 3.79 | 4.39 | 4.73 | 4.42 | 6.25 | 7.50 | -12.90 | 2.74 | 1.08 | 11.04 | -3.69 | 6.92 | 8.19 | -7.31 | 4.19 | 5.35 | 14.44 | 3.20 | 12.41 | 36.52 | -22.30 | 7.92 | 10.72 | 2.66 | 3.61 | 21.02 | 12.89 | 2.11 | 3.75 | 4.06 | -4.82 |
| Sharpe Ratio | NA | 1.59 | 0.43 | 0.15 | 0.18 | NA | NA | 0.61 | 1.50 | 0.56 | 0.61 | -2.36 | 0.94 | 0.10 | 3.40 | -1.88 | 2.72 | 1.37 | -1.79 | 1.40 | 1.27 | 4.07 | 0.57 | 2.57 | 5.65 | -2.43 | 1.14 | 2.10 | 0.12 | 0.39 | 3.28 | 2.42 | -0.06 | -0.10 | 0.12 | -1.33 |
| Standard Deviation(%) | NA | 3.87 | 5.50 | 5.01 | 5.03 | NA | NA | 5.32 | 3.92 | 4.68 | 6.38 | 6.10 | 2.89 | 8.51 | 2.81 | 2.70 | 2.32 | 5.81 | 4.09 | 2.98 | 4.19 | 3.57 | 5.58 | 4.79 | 6.45 | 9.53 | 4.21 | 3.50 | 3.32 | 6.73 | 6.19 | 4.85 | 5.86 | 4.79 | 5.56 | 7.39 |
| Draw Down(%) | NA | 2.56 | 7.43 | 17.14 | 17.14 | NA | NA | 30.81 | 2.56 | 3.06 | 7.25 | 16.32 | 2.34 | 16.51 | 1.17 | 5.46 | 1.34 | 4.54 | 8.49 | 3.87 | 5.59 | 3.30 | 7.62 | 4.44 | 6.92 | 30.81 | 3.09 | 2.98 | 3.88 | 8.58 | 7.46 | 5.08 | 5.17 | 5.66 | 7.67 | 9.09 |
| Yield(%) | 0.00 | 4.78 | 4.87 | 3.80 | 3.68 | 4.53 | 4.85 | 4.83 | 1.96 | 5.15 | 4.75 | 3.89 | 2.41 | 2.76 | 3.61 | 2.76 | 5.46 | 2.85 | 5.99 | 6.43 | 4.94 | 5.67 | 5.61 | 5.15 | 6.96 | 7.15 | 5.75 | 5.14 | 4.58 | 0.00 | 0.00 | 7.07 | 7.56 | 7.76 | 7.50 | 6.59 |
Data as of 07/02/2025, AR inception is 04/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBFAX (LOOMIS SAYLES BOND FUND ADMIN CLASS) |
-4.72%
Nov 2005 - Nov 2008 |
-1.55%
Nov 2003 - Nov 2008 |
0.60%
Oct 2013 - Oct 2023 |
2.94%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBFAX (LOOMIS SAYLES BOND FUND ADMIN CLASS) |
19.83%
Oct 2008 - Oct 2011 |
15.51%
Nov 2008 - Nov 2013 |
8.59%
Sep 2002 - Sep 2012 |
7.62%
Aug 1999 - Aug 2014 |
Annualized Rolling Returns Comparison Chart