Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIGAX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND ADMIN CLASS) | -0.14% | 4.54% | 4.35% | 0.32% | 2.03% | 2.34% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIGAX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND ADMIN CLASS) | 02/02/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.54 | 4.35 | 0.32 | 2.03 | 2.34 | NA | … | … | -0.14 | 6.46 | 2.30 | 7.01 | -11.90 | -1.78 | 5.45 | 8.45 | -0.73 | 6.12 | 5.64 | -5.57 | 4.64 | 0.79 | 11.74 | 4.52 | 8.27 |
| Sharpe Ratio | NA | 0.56 | 0.29 | -0.42 | 0.10 | NA | NA | … | … | -0.59 | 0.87 | -0.25 | 0.50 | -2.33 | -0.74 | 0.69 | 2.45 | -1.21 | 2.44 | 1.25 | -1.60 | 1.73 | 0.19 | 4.55 | 1.15 | 2.13 |
| Standard Deviation(%) | NA | 3.56 | 5.11 | 5.17 | 4.68 | NA | NA | … | … | 3.99 | 4.14 | 5.22 | 6.77 | 5.75 | 2.45 | 7.52 | 2.84 | 1.75 | 2.25 | 4.34 | 3.50 | 2.68 | 4.01 | 2.59 | 3.91 | 4.20 |
| Draw Down(%) | NA | 2.81 | 5.59 | 17.46 | 20.24 | NA | NA | … | … | 2.81 | 3.07 | 3.92 | 6.34 | 15.32 | 2.61 | 10.87 | 2.00 | 2.15 | 1.32 | 3.66 | 6.26 | 2.90 | 6.22 | 1.93 | 4.60 | 3.79 |
| Yield(%) | 0.00 | 4.31 | 4.31 | 3.12 | 3.28 | 3.59 | 3.24 | … | … | 1.59 | 4.48 | 4.30 | 3.89 | 2.30 | 2.03 | 2.57 | 3.24 | 1.72 | 3.67 | 6.18 | 3.10 | 4.87 | 6.54 | 5.83 | 6.14 | 5.70 |
Data as of 06/03/2026, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIGAX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND ADMIN CLASS) |
-5.62%
Oct 2020 – Oct 2023 |
-0.84%
Oct 2017 – Oct 2022 |
0.62%
Oct 2013 – Oct 2023 |
2.35%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIGAX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND ADMIN CLASS) |
8.13%
Apr 2010 – Apr 2013 |
5.46%
May 2010 – May 2015 |
4.52%
Jun 2010 – Jun 2020 |
2.92%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart