Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIGRX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS A) | 3.04% | 4.87% | 3.49% | -0.23% | 2.10% | 3.08% | 4.22% | 5.02% |
Data as of 07/03/2025, AR inception is 04/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIGRX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS A) | 04/04/1997 | 07/03/2025 |
| 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 4.87 | 3.49 | -0.23 | 2.10 | 3.08 | 4.22 | 5.02 | 3.04 | 2.44 | 7.34 | -11.73 | -1.45 | 5.68 | 8.78 | -0.87 | 6.39 | 6.00 | -5.32 | 4.89 | 1.02 | 11.99 | 4.82 | 10.79 | 27.53 | -11.22 | 10.69 | 7.75 | 1.67 | 1.02 | 11.43 | 10.60 | 5.45 | 10.97 | 3.65 | 0.37 | 14.73 |
| Sharpe Ratio | NA | 0.13 | 0.04 | -0.42 | 0.11 | NA | NA | 0.64 | 0.39 | -0.80 | 0.46 | -2.28 | -0.59 | 0.72 | 2.56 | -1.25 | 2.53 | 1.35 | -1.51 | 1.81 | 0.25 | 4.62 | 1.19 | 2.60 | 4.19 | -1.52 | 1.46 | 1.23 | -0.13 | 0.01 | 1.63 | 1.61 | 0.38 | 1.21 | 0.06 | -0.45 | 2.38 |
| Standard Deviation(%) | NA | 5.01 | 5.96 | 5.49 | 4.72 | NA | NA | 5.36 | 5.25 | 5.20 | 6.73 | 5.78 | 2.50 | 7.54 | 2.88 | 1.75 | 2.29 | 4.29 | 3.54 | 2.69 | 3.99 | 2.61 | 4.04 | 4.12 | 6.56 | 7.94 | 5.28 | 3.64 | 3.81 | 7.08 | 6.59 | 5.90 | 8.43 | 5.70 | 6.59 | 6.52 | 7.03 |
| Draw Down(%) | NA | 4.73 | 7.81 | 19.83 | 19.83 | NA | NA | 20.88 | 3.04 | 3.83 | 6.30 | 15.20 | 2.53 | 10.84 | 2.00 | 2.03 | 1.30 | 3.53 | 6.07 | 2.80 | 6.17 | 1.93 | 4.64 | 3.77 | 4.61 | 20.88 | 2.78 | 2.52 | 2.54 | 8.26 | 9.17 | 4.60 | 5.62 | 6.07 | 5.57 | 7.04 | 3.47 |
| Yield(%) | 0.00 | 4.28 | 3.93 | 2.94 | 3.36 | 4.15 | 4.85 | 5.51 | 1.88 | 4.53 | 4.12 | 2.52 | 2.27 | 2.81 | 3.48 | 1.66 | 3.94 | 6.44 | 3.34 | 5.12 | 6.75 | 6.08 | 6.35 | 6.72 | 6.61 | 6.62 | 6.38 | 5.64 | 7.64 | 0.00 | 0.50 | 5.81 | 5.76 | 6.70 | 5.82 | 5.98 | 6.99 |
Data as of 07/03/2025, AR inception is 04/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIGRX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS A) |
-5.40%
Oct 2020 - Oct 2023 |
-0.65%
Oct 2017 - Oct 2022 |
0.85%
Oct 2013 - Oct 2023 |
3.00%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIGRX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS A) |
17.36%
Oct 2008 - Oct 2011 |
12.66%
Oct 2008 - Oct 2013 |
7.83%
Oct 2000 - Oct 2010 |
7.28%
Aug 1999 - Aug 2014 |
Annualized Rolling Returns Comparison Chart