Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSBRX (LOOMIS SAYLES BOND FUND RETAIL CLASS) | 0.07% | 5.29% | 7.05% | 2.12% | 2.85% | 3.15% | 4.39% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSBRX (LOOMIS SAYLES BOND FUND RETAIL CLASS) | 12/31/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.29 | 7.05 | 2.12 | 2.85 | 3.15 | 4.39 | … | … | 0.07 | 8.94 | 6.41 | 7.83 | -12.78 | 2.99 | 1.88 | 11.36 | -3.46 | 4.72 | 8.33 | -7.07 | 4.49 | 5.53 | 14.77 | 3.48 | 12.74 | 36.84 | -22.20 | 8.23 | 11.00 | 4.00 | 11.14 | 28.84 | 13.18 | 2.26 | 4.10 | 0.00 |
| Sharpe Ratio | NA | 1.01 | 0.82 | -0.08 | 0.26 | NA | NA | … | … | -0.55 | 1.93 | 0.59 | 0.65 | -2.33 | 1.03 | 0.19 | 3.39 | -1.79 | 1.24 | 1.39 | -1.71 | 1.49 | 1.32 | 4.06 | 0.61 | 2.64 | 5.59 | -2.43 | 1.21 | 2.20 | 0.56 | 1.38 | 5.30 | 2.44 | -0.03 | -0.03 | NA |
| Standard Deviation(%) | NA | 3.12 | 4.64 | 4.92 | 4.92 | NA | NA | … | … | 3.88 | 3.15 | 4.70 | 6.45 | 6.11 | 2.88 | 8.47 | 2.91 | 2.72 | 3.29 | 5.83 | 4.15 | 3.00 | 4.17 | 3.65 | 5.64 | 4.79 | 6.57 | 9.49 | 4.20 | 3.46 | 3.12 | 7.35 | 5.31 | 4.93 | 5.95 | 4.72 | 0.00 |
| Draw Down(%) | NA | 2.94 | 5.55 | 16.84 | 16.84 | NA | NA | … | … | 2.94 | 2.45 | 3.11 | 7.15 | 16.15 | 2.30 | 16.47 | 1.12 | 5.30 | 2.73 | 4.58 | 8.39 | 3.77 | 5.49 | 3.27 | 7.55 | 4.43 | 6.96 | 30.80 | 3.06 | 2.91 | 2.81 | 7.56 | 6.18 | 5.11 | 5.20 | 5.60 | 0.00 |
| Yield(%) | 0.00 | 4.56 | 5.20 | 4.03 | 3.74 | 4.11 | 4.84 | … | … | 2.05 | 4.55 | 5.39 | 4.97 | 4.09 | 2.65 | 3.53 | 3.86 | 2.97 | 3.31 | 3.00 | 6.19 | 6.65 | 5.18 | 5.92 | 5.88 | 5.41 | 7.19 | 7.37 | 5.99 | 5.41 | 5.86 | 7.05 | 7.06 | 7.32 | 7.79 | 8.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBRX (LOOMIS SAYLES BOND FUND RETAIL CLASS) |
-4.50%
Nov 2005 – Nov 2008 |
-1.28%
Sep 2017 – Sep 2022 |
0.66%
Oct 2013 – Oct 2023 |
3.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBRX (LOOMIS SAYLES BOND FUND RETAIL CLASS) |
20.14%
Oct 2008 – Oct 2011 |
15.81%
Nov 2008 – Nov 2013 |
10.36%
Sep 2002 – Sep 2012 |
8.46%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart