Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSFIX (LOOMIS SAYLES FIXED INCOME FUND INSTITUTIONAL CLASS) | 4.62% | 7.82% | 5.68% | 2.37% | 3.06% | 4.47% | 5.24% | 4.95% |
Data as of 07/11/2025, AR inception is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSFIX (LOOMIS SAYLES FIXED INCOME FUND INSTITUTIONAL CLASS) | 12/27/1995 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 7.82 | 5.68 | 2.37 | 3.06 | 4.47 | 5.24 | 4.95 | 4.62 | 5.38 | 8.21 | -12.21 | -1.08 | 3.96 | 13.55 | -3.06 | 8.40 | 9.94 | -6.04 | 4.63 | 6.88 | 15.64 | 3.89 | 12.90 | 35.85 | -17.78 | 9.16 | 10.65 | 4.13 | 1.74 | 21.66 | 2.55 | -4.34 | -3.99 | -3.19 | 1.09 | 10.24 | 7.43 | 6.15 |
| Sharpe Ratio | NA | 1.60 | 0.45 | 0.08 | 0.32 | NA | NA | 0.49 | 1.75 | -0.26 | 0.64 | -2.32 | -0.23 | 0.38 | 4.64 | -1.93 | 4.09 | 2.13 | -1.70 | 1.59 | 1.71 | 4.63 | 0.69 | 2.79 | 5.62 | -2.18 | 1.51 | 2.10 | 0.55 | 0.07 | 2.40 | 0.15 | -0.62 | -0.87 | -0.75 | -0.37 | 1.18 | 0.37 | 2,744.07 |
| Standard Deviation(%) | NA | 3.85 | 5.41 | 5.23 | 5.16 | NA | NA | 6.69 | 3.95 | 4.72 | 6.22 | 5.87 | 4.73 | 9.79 | 2.62 | 2.27 | 1.91 | 4.57 | 3.56 | 2.89 | 4.01 | 3.40 | 5.58 | 4.60 | 6.36 | 8.55 | 4.10 | 3.53 | 3.54 | 11.79 | 8.75 | 9.62 | 10.85 | 9.32 | 8.56 | 6.03 | 5.69 | 10.55 | 66.96 |
| Draw Down(%) | NA | 2.55 | 7.11 | 19.10 | 19.60 | NA | NA | 26.33 | 2.55 | 2.93 | 6.50 | 15.25 | 4.92 | 19.60 | 0.74 | 4.55 | 1.34 | 3.60 | 7.49 | 4.04 | 5.75 | 2.67 | 7.53 | 3.99 | 6.16 | 26.33 | 3.65 | 3.33 | 3.59 | 9.63 | 6.54 | 7.82 | 10.32 | 9.47 | 9.23 | 8.71 | 3.38 | 11.09 | 0.00 |
| Yield(%) | 0.00 | 5.64 | 3.77 | 3.47 | 4.03 | 5.11 | 5.52 | 5.23 | 0.00 | 5.79 | 4.55 | 0.86 | 2.18 | 4.83 | 4.60 | 5.16 | 5.76 | 3.80 | 5.96 | 8.36 | 6.67 | 6.20 | 6.57 | 6.52 | 7.31 | 8.39 | 7.97 | 6.93 | 7.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.47 | 6.26 | 7.47 | 5.48 |
Data as of 07/11/2025, AR inception is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFIX (LOOMIS SAYLES FIXED INCOME FUND INSTITUTIONAL CLASS) |
-4.39%
Apr 1999 - Apr 2002 |
-1.71%
Jul 1997 - Jul 2002 |
0.66%
Nov 1998 - Nov 2008 |
4.07%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFIX (LOOMIS SAYLES FIXED INCOME FUND INSTITUTIONAL CLASS) |
19.95%
Feb 2009 - Feb 2012 |
15.91%
Nov 2008 - Nov 2013 |
9.24%
Nov 2008 - Nov 2018 |
7.49%
Dec 2002 - Dec 2017 |
Annualized Rolling Returns Comparison Chart