Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSDRX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND RETAIL CLASS) | -0.14% | 3.67% | 4.49% | 0.97% | 1.75% | 1.96% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSDRX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND RETAIL CLASS) | 06/01/2010 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 3.67 | 4.49 | 0.97 | 1.75 | 1.96 | NA | … | … | -0.14 | 6.61 | 3.60 | 5.35 | -8.68 | -2.15 | 4.74 | 7.37 | 0.27 | 2.29 | 2.46 | 0.52 | 3.51 | -0.50 | 5.26 | 1.44 | 1.76 |
| Sharpe Ratio | NA | 0.49 | 0.43 | -0.40 | 0.05 | NA | NA | … | … | -0.88 | 1.31 | -0.01 | 0.35 | -2.04 | -0.96 | 1.01 | 2.34 | -0.61 | 0.78 | 0.96 | 0.19 | 1.84 | -0.22 | 1.77 | 0.41 | 0.77 |
| Standard Deviation(%) | NA | 2.52 | 3.43 | 3.89 | 3.38 | NA | NA | … | … | 2.65 | 2.85 | 3.52 | 4.90 | 4.97 | 2.26 | 4.42 | 2.52 | 1.82 | 2.12 | 2.35 | 2.56 | 1.90 | 2.41 | 2.96 | 3.47 | 3.78 |
| Draw Down(%) | NA | 1.85 | 2.43 | 13.54 | 15.59 | NA | NA | … | … | 1.85 | 1.66 | 2.11 | 3.41 | 11.60 | 2.28 | 6.39 | 1.42 | 1.94 | 1.02 | 2.84 | 1.56 | 0.93 | 3.76 | 1.57 | 2.06 | 3.66 |
| Yield(%) | 0.00 | 3.86 | 3.95 | 2.82 | 2.52 | 2.50 | 1.94 | … | … | 1.32 | 4.28 | 3.96 | 3.51 | 1.91 | 1.02 | 1.67 | 3.00 | 2.39 | 1.99 | 2.55 | 2.45 | 2.32 | 2.61 | 4.06 | 0.28 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSDRX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND RETAIL CLASS) |
-4.10%
Oct 2020 – Oct 2023 |
-0.34%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
1.85%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSDRX (LOOMIS SAYLES INTERMEDIATE DURATION BOND FUND RETAIL CLASS) |
5.78%
Oct 2022 – Oct 2025 |
3.74%
Nov 2015 – Nov 2020 |
2.83%
Jul 2010 – Jul 2020 |
2.13%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart