Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSGBX (LOOMIS SAYLES GLOBAL BOND FUND INSTITUTIONAL CLASS) | 7.49% | 6.97% | 2.25% | -2.58% | 0.91% | 1.28% | 2.40% | 4.84% |
Data as of 07/22/2025, AR inception is 10/23/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSGBX (LOOMIS SAYLES GLOBAL BOND FUND INSTITUTIONAL CLASS) | 10/23/1991 | 07/22/2025 |
| 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 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 6.97 | 2.25 | -2.58 | 0.91 | 1.28 | 2.40 | 4.84 | 7.49 | -2.46 | 5.48 | -17.18 | -6.84 | 10.10 | 6.82 | -2.49 | 8.86 | 3.72 | -4.93 | 0.33 | -2.73 | 8.05 | 3.78 | 7.66 | 22.29 | -8.55 | 8.44 | 8.24 | -4.33 | 6.73 | 21.25 | 20.40 | 5.11 | -0.34 | 3.82 | 10.59 | 2.31 | 15.02 | 23.91 | -8.72 | 12.00 | -2.81 | 12.81 |
| Sharpe Ratio | NA | 0.38 | -0.14 | -0.71 | -0.11 | NA | NA | 0.47 | 1.53 | -1.51 | 0.16 | -2.26 | -1.59 | 1.28 | 1.57 | -1.02 | 1.92 | 0.68 | -1.01 | 0.09 | -0.58 | 2.54 | 0.73 | 1.47 | 3.22 | -1.20 | 1.42 | 1.03 | -1.25 | 0.69 | 2.58 | 3.32 | 0.38 | -0.62 | 0.11 | 1.03 | -0.27 | 2.43 | 2.54 | -1.69 | 1.27 | -0.56 | 8.05 |
| Standard Deviation(%) | NA | 5.87 | 7.13 | 6.55 | 5.82 | NA | NA | 6.22 | 5.83 | 6.01 | 7.52 | 8.26 | 4.31 | 7.65 | 3.45 | 3.74 | 4.30 | 5.20 | 4.93 | 3.41 | 4.74 | 3.18 | 5.10 | 5.16 | 6.89 | 7.88 | 3.87 | 4.86 | 5.21 | 8.39 | 7.98 | 5.80 | 7.37 | 7.15 | 5.43 | 7.03 | 4.51 | 4.69 | 7.91 | 6.90 | 7.76 | 9.24 | 10.91 |
| Draw Down(%) | NA | 7.32 | 11.74 | 29.79 | 29.79 | NA | NA | 29.79 | 2.07 | 5.87 | 8.76 | 22.85 | 7.32 | 11.25 | 1.91 | 6.02 | 2.50 | 8.61 | 5.79 | 4.82 | 6.22 | 2.00 | 6.28 | 5.24 | 7.09 | 19.97 | 2.79 | 2.87 | 6.15 | 6.92 | 8.18 | 3.10 | 5.34 | 9.11 | 6.20 | 8.74 | 3.91 | 4.09 | 6.36 | 13.52 | 5.38 | 8.42 | 2.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.80 | 0.78 | 1.66 | 2.50 | 4.67 | 0.00 | 0.00 | 0.00 | 0.00 | 2.06 | 2.03 | 1.16 | 0.63 | 0.30 | 0.55 | 0.13 | 3.62 | 4.05 | 2.78 | 4.62 | 3.56 | 3.56 | 6.90 | 4.76 | 3.02 | 4.83 | 0.33 | 4.71 | 5.43 | 0.00 | 5.55 | 9.00 | 8.37 | 6.58 | 6.53 | 7.92 | 2.53 | 4.78 | 6.80 | 2.90 |
Data as of 07/22/2025, AR inception is 10/23/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGBX (LOOMIS SAYLES GLOBAL BOND FUND INSTITUTIONAL CLASS) |
-9.11%
Oct 2020 - Oct 2023 |
-3.19%
Sep 2017 - Sep 2022 |
-1.24%
Oct 2012 - Oct 2022 |
0.94%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGBX (LOOMIS SAYLES GLOBAL BOND FUND INSTITUTIONAL CLASS) |
16.51%
Mar 2001 - Mar 2004 |
11.33%
Mar 1995 - Mar 2000 |
10.74%
Nov 1994 - Nov 2004 |
8.86%
Mar 1995 - Mar 2010 |
Annualized Rolling Returns Comparison Chart