Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) | -0.06% | 5.45% | 5.22% | 0.53% | 2.11% | 2.64% | 3.95% | … | … |
Data as of 06/03/2026, Common starting date is 09/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) | 09/14/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.45 | 5.22 | 0.53 | 2.11 | 2.64 | 3.95 | … | … | -0.06 | 7.60 | 3.14 | 8.01 | -12.81 | -2.53 | 3.61 | 9.36 | -2.18 | 8.42 | 6.41 | -4.27 | 4.28 | 1.47 | 12.88 | 5.24 | 12.38 | 26.39 | -11.31 | 8.57 | 1.54 | -8.89 | 0.90 | 14.26 | 4.83 | 1.18 | 1.38 | -3.22 | 2.14 | 9.31 | 10.12 | 30.06 | -2.31 |
| Sharpe Ratio | NA | 0.81 | 0.47 | -0.37 | 0.11 | NA | NA | … | … | -0.53 | 1.14 | -0.09 | 0.66 | -2.41 | -0.59 | 0.44 | 3.26 | -1.14 | 2.95 | 1.53 | -1.34 | 1.20 | 0.39 | 5.03 | 1.27 | 2.86 | 4.29 | -1.52 | 1.24 | -0.43 | -1.41 | -0.01 | 1.70 | 0.61 | -0.19 | -0.50 | -1.09 | -0.22 | 0.91 | 0.90 | 3.75 | -1.98 |
| Standard Deviation(%) | NA | 3.56 | 5.05 | 5.38 | 4.90 | NA | NA | … | … | 4.07 | 4.14 | 5.15 | 6.64 | 5.93 | 4.37 | 7.60 | 2.42 | 3.12 | 2.65 | 4.06 | 3.21 | 3.54 | 3.65 | 2.57 | 4.11 | 4.30 | 6.13 | 8.04 | 4.38 | 4.42 | 7.92 | 7.56 | 7.98 | 6.09 | 6.93 | 5.66 | 6.06 | 6.10 | 6.19 | 7.12 | 6.96 | 5.71 |
| Draw Down(%) | NA | 2.91 | 5.42 | 19.53 | 20.97 | NA | NA | … | … | 2.91 | 3.16 | 3.66 | 6.32 | 16.40 | 4.15 | 11.89 | 0.98 | 4.10 | 1.56 | 3.53 | 5.17 | 3.71 | 5.69 | 1.74 | 5.44 | 3.69 | 4.36 | 20.50 | 2.99 | 3.52 | 9.26 | 8.26 | 8.62 | 5.41 | 4.59 | 6.46 | 10.03 | 7.35 | 4.51 | 5.13 | 3.76 | 3.98 |
| Yield(%) | 0.00 | 5.21 | 4.86 | 3.47 | 3.51 | 3.82 | 4.64 | … | … | 1.86 | 5.28 | 4.64 | 4.18 | 2.63 | 2.42 | 2.82 | 2.75 | 3.14 | 4.45 | 4.49 | 3.52 | 5.06 | 5.36 | 5.73 | 7.38 | 10.97 | 5.73 | 8.13 | 5.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.83 | 7.00 | 6.93 | 7.42 | 8.34 | 3.99 |
Data as of 06/03/2026, Common starting date is 09/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) |
-5.31%
Oct 2020 – Oct 2023 |
-3.88%
Nov 2003 – Nov 2008 |
-0.07%
Nov 1998 – Nov 2008 |
2.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) |
17.50%
Oct 2008 – Oct 2011 |
13.01%
Oct 2008 – Oct 2013 |
7.63%
Oct 2008 – Oct 2018 |
5.33%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart