Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) | 0.60% | 7.51% | 3.63% | 3.55% | 1.57% | 3.21% | 4.22% | 4.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSBDX (LOOMIS SAYLES BOND FUND INSTITUTIONAL CLASS) | 05/10/1991 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 05/10/1991.
AR inception is since 05/10/1991.
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 7.51 | 3.63 | 3.55 | 1.57 | 3.21 | 4.22 | 4.71 | 0.60 | 6.70 | 8.05 | -12.50 | 3.23 | 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 | 0.48 | -0.13 | 0.19 | -0.02 | NA | NA | 0.45 | -0.26 | 0.02 | 0.60 | -2.28 | 1.10 | 0.22 | 3.59 | -1.65 | 1.41 | 1.23 | -1.75 | 0.46 | 1.29 | 4.15 | 0.66 | 2.70 | 5.71 | -2.46 | 1.35 | 2.35 | 0.67 | 1.47 | 5.42 | 2.47 | 0.05 | 0.06 | -0.97 | -1.13 | 0.02 | -0.31 | 2.91 | -2.21 | 1.00 | -0.14 | 0.01 |
| Standard Deviation(%) | NA | 4.18 | 5.72 | 5.10 | 5.28 | NA | NA | 6.01 | 4.38 | 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 | 3.09 | 8.32 | 16.60 | 16.60 | NA | NA | 30.58 | 3.09 | 2.99 | 7.05 | 15.92 | 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 | 3.92 | 4.58 | 4.22 | 3.26 | 4.15 | 4.78 | 5.31 | 0.00 | 5.58 | 5.20 | 4.29 | 2.89 | 3.76 | 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 |
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 |
0.12%
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