Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSDNX (Loomis Sayles Intermediate Duration Bond Fund Class N) | -0.16% | 3.92% | 4.77% | 1.32% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSDNX (Loomis Sayles Intermediate Duration Bond Fund Class N) | 02/11/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.92 | 4.77 | 1.32 | NA | NA | NA | … | … | -0.16 | 7.01 | 3.73 | 5.81 | -8.51 | -1.33 | 7.89 | 6.50 |
| Sharpe Ratio | NA | 0.59 | 0.52 | -0.31 | NA | NA | NA | … | … | -0.88 | 1.45 | 0.03 | 0.45 | -1.99 | -0.63 | 2.18 | 2.33 |
| Standard Deviation(%) | NA | 2.51 | 3.35 | 3.87 | NA | NA | NA | … | … | 2.71 | 2.85 | 3.43 | 4.83 | 5.02 | 2.15 | 3.48 | 2.54 |
| Draw Down(%) | NA | 1.86 | 2.35 | 12.79 | NA | NA | NA | … | … | 1.86 | 1.67 | 2.21 | 3.38 | 11.42 | 2.02 | 6.40 | 1.42 |
| Yield(%) | 0.00 | 4.10 | 4.25 | 3.18 | 2.52 | 1.68 | 1.26 | … | … | 1.40 | 4.54 | 4.29 | 3.85 | 2.18 | 1.75 | 4.75 | 3.07 |
Data as of 06/03/2026, Common starting date is 02/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSDNX (Loomis Sayles Intermediate Duration Bond Fund Class N) |
-2.82%
Oct 2020 – Oct 2023 |
0.84%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSDNX (Loomis Sayles Intermediate Duration Bond Fund Class N) |
6.08%
Oct 2022 – Oct 2025 |
1.75%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
