Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSGSX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) | 1.04% | 4.91% | 3.73% | 0.57% | 2.62% | 2.43% | 3.43% | … | … |
Data as of 06/03/2026, Common starting date is 10/23/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSGSX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) | 10/23/1991 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.91 | 3.73 | 0.57 | 2.62 | 2.43 | 3.43 | … | … | 1.04 | 2.99 | 1.79 | 3.62 | -12.50 | 3.77 | 13.97 | 8.64 | -2.22 | 3.62 | 4.39 | -1.51 | 1.75 | -8.19 | 6.99 | 12.89 | 6.96 | 12.33 | -4.40 | 10.62 | 0.61 | 1.99 | 4.61 | 2.99 | 14.22 | 4.68 | 17.65 | -4.46 | 7.88 | 12.74 | 1.32 | 23.03 | -6.25 | 6.79 | 2.53 | 4.81 |
| Sharpe Ratio | NA | 0.71 | 0.13 | -0.32 | 0.19 | NA | NA | … | … | 0.17 | 0.03 | -1.04 | -0.09 | -1.53 | 0.82 | 1.80 | 1.76 | -1.15 | 0.91 | 0.93 | -0.28 | 0.44 | -1.63 | 1.53 | 2.08 | 1.23 | 1.48 | -0.50 | 1.47 | -0.58 | -0.04 | 0.70 | 0.37 | 2.14 | 0.30 | 1.86 | -1.23 | 0.84 | 1.44 | -0.26 | 2.95 | -1.04 | 0.44 | 0.02 | 2.98 |
| Standard Deviation(%) | NA | 3.31 | 4.81 | 6.12 | 5.51 | NA | NA | … | … | 3.38 | 4.67 | 4.64 | 7.00 | 9.09 | 4.59 | 7.60 | 4.11 | 3.09 | 3.30 | 4.49 | 5.59 | 3.96 | 5.03 | 4.57 | 6.18 | 5.60 | 8.29 | 10.57 | 5.20 | 4.60 | 4.70 | 5.22 | 6.21 | 6.13 | 8.01 | 7.28 | 6.24 | 5.43 | 6.36 | 8.30 | 6.50 | 8.89 | 10.61 | 8.77 | 8.60 |
| Draw Down(%) | NA | 2.25 | 4.73 | 16.24 | 16.24 | NA | NA | … | … | 2.25 | 2.96 | 3.68 | 6.44 | 14.49 | 2.91 | 9.62 | 2.58 | 3.26 | 1.81 | 4.55 | 5.37 | 3.63 | 9.50 | 2.22 | 2.45 | 4.79 | 5.13 | 17.22 | 3.16 | 4.20 | 3.13 | 6.27 | 6.60 | 3.27 | 7.74 | 4.95 | 6.24 | 3.87 | 4.69 | 7.91 | 3.30 | 12.62 | 10.32 | 5.90 | 2.98 |
| Yield(%) | 0.00 | 3.89 | 3.84 | 4.06 | 3.32 | 3.25 | 3.78 | … | … | 0.00 | 4.83 | 3.45 | 3.85 | 6.71 | 4.38 | 1.12 | 2.09 | 2.78 | 2.41 | 1.53 | 0.72 | 1.96 | 1.87 | 8.42 | 6.22 | 3.26 | 1.65 | 6.16 | 5.80 | 4.03 | 6.32 | 4.29 | 7.47 | 8.33 | 5.41 | 6.68 | 5.85 | 4.27 | 6.25 | 6.30 | 7.21 | 6.17 | 6.20 | 5.50 | 3.79 |
Data as of 06/03/2026, Common starting date is 10/23/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGSX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) |
-2.84%
Oct 2020 – Oct 2023 |
-0.41%
Nov 2012 – Nov 2017 |
0.78%
Sep 2012 – Sep 2022 |
2.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGSX (LOOMIS SAYLES INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) |
13.26%
Oct 2008 – Oct 2011 |
8.95%
Aug 1996 – Aug 2001 |
8.38%
Oct 1994 – Oct 2004 |
7.04%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart