Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LSDIX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND INSTITUTIONAL CLASS) | 2.71% | 0.95% | 4.43% | 2.76% | 0.32% | 1.72% | 2.45% | 3.35% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSDIX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND INSTITUTIONAL CLASS) | 09/21/1998 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 09/21/1998.
AR inception is since 09/21/1998.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.43 | 2.76 | 0.32 | 1.72 | 2.45 | 3.35 | 2.71 | 0.95 | 3.87 | 5.75 | -8.54 | -1.82 | 4.93 | 7.64 | 0.52 | 2.66 | 2.75 | 0.79 | 3.88 | -0.34 | 5.61 | 5.44 | 7.31 | 19.11 | -2.53 | 5.72 | 4.44 | 1.30 | 2.56 | 2.66 | -1.91 | 3.22 | 1.90 | -2.97 | -1.61 |
| Sharpe Ratio | NA | -0.59 | -0.37 | -0.59 | 0.00 | NA | NA | 0.33 | -0.11 | -0.79 | 0.31 | -1.96 | -0.85 | 1.08 | 2.50 | -0.42 | 1.03 | 1.08 | 0.30 | 1.93 | -0.15 | 1.89 | 1.72 | 2.13 | 3.76 | -0.58 | 0.90 | 0.54 | -0.44 | 0.47 | 0.49 | -0.69 | 0.25 | -0.69 | -1.77 | -1.65 |
| Standard Deviation(%) | NA | 3.22 | 4.39 | 3.97 | 3.36 | NA | NA | 3.49 | 3.44 | 3.42 | 4.86 | 5.07 | 2.17 | 4.34 | 2.49 | 1.90 | 1.97 | 2.35 | 2.56 | 2.00 | 2.45 | 2.96 | 3.14 | 3.39 | 5.05 | 5.91 | 3.04 | 2.19 | 1.98 | 3.47 | 4.01 | 4.39 | 3.56 | 3.19 | 3.51 | 5.18 |
| Draw Down(%) | NA | 2.23 | 6.15 | 15.12 | 15.12 | NA | NA | 15.12 | 1.67 | 2.12 | 3.29 | 11.43 | 2.19 | 6.39 | 1.42 | 1.85 | 0.88 | 2.71 | 1.47 | 1.06 | 3.59 | 1.57 | 1.69 | 3.11 | 3.06 | 9.57 | 1.70 | 1.14 | 1.71 | 4.40 | 4.66 | 6.67 | 3.13 | 2.94 | 4.46 | 2.41 |
| Yield(%) | 0.00 | 2.89 | 3.18 | 2.33 | 2.53 | 2.89 | 3.46 | 2.82 | 0.00 | 4.22 | 3.78 | 2.15 | 1.27 | 1.94 | 3.26 | 2.64 | 2.25 | 2.95 | 2.72 | 2.59 | 2.87 | 4.30 | 4.19 | 3.63 | 4.94 | 5.17 | 5.02 | 4.82 | 4.51 | 4.22 | 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 |
|---|---|---|---|---|
| LSDIX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND INSTITUTIONAL CLASS) |
-3.89%
Oct 2020 - Oct 2023 |
-0.08%
Oct 2017 - Oct 2022 |
0.83%
Nov 1998 - Nov 2008 |
2.49%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSDIX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND INSTITUTIONAL CLASS) |
11.81%
Oct 2008 - Oct 2011 |
8.23%
Nov 2008 - Nov 2013 |
5.23%
Oct 2002 - Oct 2012 |
4.62%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart