Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) | 0.25% | 5.59% | 7.32% | 2.38% | 3.02% | 2.88% | 4.22% | … | … |
Data as of 06/04/2026, Common starting date is 05/10/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) | 05/10/1991 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.59 | 7.32 | 2.38 | 3.02 | 2.88 | 4.22 | … | … | 0.25 | 9.14 | 6.70 | 8.06 | -12.49 | 3.24 | 2.14 | 11.42 | -3.19 | 5.23 | 7.54 | -10.32 | 1.96 | 5.41 | 15.13 | 3.72 | 13.01 | 37.24 | -22.68 | 8.52 | 11.29 | 4.27 | 11.28 | 29.18 | 13.33 | 2.63 | 4.37 | -3.60 | -6.86 | 3.63 | 0.73 | 22.29 | -11.61 | 9.75 | 1.27 | 2.30 |
| Sharpe Ratio | NA | 1.02 | 0.87 | -0.03 | 0.28 | NA | NA | … | … | -0.60 | 1.97 | 0.67 | 0.70 | -2.28 | 1.10 | 0.22 | 3.56 | -1.68 | 1.40 | 1.23 | -1.75 | 0.46 | 1.29 | 4.15 | 0.66 | 2.70 | 5.71 | -2.47 | 1.31 | 2.31 | 0.64 | 1.46 | 5.42 | 2.46 | 0.03 | 0.03 | -0.99 | -1.15 | -0.01 | -0.33 | 2.89 | -2.23 | 0.98 | -0.15 | -0.01 |
| Standard Deviation(%) | NA | 3.13 | 4.61 | 4.90 | 4.91 | NA | NA | … | … | 3.87 | 3.18 | 4.63 | 6.37 | 6.12 | 2.92 | 8.46 | 2.79 | 2.74 | 3.28 | 5.96 | 5.90 | 4.18 | 4.15 | 3.66 | 5.61 | 4.79 | 6.50 | 9.55 | 4.13 | 3.43 | 3.14 | 7.05 | 5.26 | 4.95 | 5.90 | 4.77 | 7.07 | 8.99 | 6.95 | 8.81 | 6.34 | 6.59 | 7.67 | 7.97 | 7.28 |
| Draw Down(%) | NA | 2.98 | 5.55 | 16.59 | 16.59 | NA | NA | … | … | 2.98 | 2.52 | 2.99 | 7.05 | 15.91 | 2.32 | 16.42 | 1.09 | 5.02 | 2.65 | 4.54 | 11.65 | 6.29 | 5.51 | 3.23 | 7.55 | 4.41 | 6.89 | 30.58 | 3.00 | 2.93 | 2.82 | 7.44 | 6.12 | 5.04 | 5.20 | 5.58 | 11.17 | 13.56 | 6.09 | 7.20 | 3.37 | 14.97 | 6.58 | 8.24 | 5.87 |
| Yield(%) | 0.00 | 4.77 | 5.42 | 4.22 | 3.87 | 3.84 | 4.66 | … | … | 2.12 | 4.76 | 5.59 | 5.20 | 4.30 | 2.91 | 3.75 | 3.96 | 3.22 | 3.77 | 2.24 | 3.07 | 4.24 | 5.01 | 6.21 | 6.10 | 5.67 | 7.52 | 6.88 | 6.27 | 5.63 | 6.04 | 7.13 | 7.29 | 7.57 | 8.08 | 8.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/10/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) |
-4.21%
Nov 2005 – Nov 2008 |
-1.25%
Nov 1995 – Nov 2000 |
0.13%
Oct 2013 – Oct 2023 |
2.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) |
20.43%
Feb 2009 – Feb 2012 |
15.87%
Nov 2008 – Nov 2013 |
10.54%
Sep 2002 – Sep 2012 |
8.76%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart