Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIPRX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND RETAIL CLASS) | 1.19% | 4.45% | 3.56% | 0.29% | 2.33% | 1.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIPRX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND RETAIL CLASS) | 06/01/2010 | 06/04/2026 |
| 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 (%) | 0.00 | 4.45 | 3.56 | 0.29 | 2.33 | 1.82 | NA | … | … | 1.19 | 6.69 | 1.45 | 3.49 | -12.73 | 3.47 | 13.77 | 8.40 | -2.49 | 3.35 | 3.60 | -1.95 | 1.50 | -8.37 | 6.68 | 6.31 | 2.05 |
| Sharpe Ratio | NA | 0.72 | 0.11 | -0.35 | 0.14 | NA | NA | … | … | 0.30 | 0.91 | -0.47 | -0.02 | -1.57 | 0.76 | 1.78 | 1.69 | -1.22 | 0.81 | 0.74 | -0.36 | 0.38 | -1.64 | 1.46 | 0.91 | 0.53 |
| Standard Deviation(%) | NA | 3.26 | 4.80 | 6.09 | 5.50 | NA | NA | … | … | 3.17 | 4.19 | 4.62 | 6.95 | 9.08 | 4.54 | 7.59 | 4.10 | 3.18 | 3.33 | 4.58 | 5.56 | 3.88 | 5.11 | 4.58 | 6.91 | 6.45 |
| Draw Down(%) | NA | 2.01 | 4.76 | 16.61 | 16.61 | NA | NA | … | … | 2.01 | 2.97 | 3.76 | 6.57 | 14.60 | 2.92 | 9.63 | 2.68 | 3.43 | 1.81 | 5.13 | 5.66 | 3.69 | 9.53 | 2.22 | 3.10 | 5.71 |
| Yield(%) | 0.00 | 3.85 | 3.68 | 3.88 | 3.02 | 2.67 | 2.12 | … | … | 0.15 | 4.60 | 3.23 | 3.62 | 6.50 | 4.17 | 0.92 | 1.85 | 2.52 | 2.15 | 0.30 | 0.58 | 1.71 | 1.54 | 8.31 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIPRX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND RETAIL CLASS) |
-3.10%
Oct 2020 – Oct 2023 |
-0.81%
Nov 2012 – Nov 2017 |
0.46%
Sep 2012 – Sep 2022 |
1.77%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIPRX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND RETAIL CLASS) |
8.88%
Nov 2018 – Nov 2021 |
5.35%
Nov 2016 – Nov 2021 |
2.91%
Dec 2010 – Dec 2020 |
2.02%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart