Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIIX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y) | 0.23% | 4.59% | 4.92% | 0.80% | 2.52% | 2.86% | 4.45% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIIX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y) | 04/04/1997 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.59 | 4.92 | 0.80 | 2.52 | 2.86 | 4.45 | … | … | 0.23 | 6.97 | 2.82 | 7.52 | -11.42 | -1.28 | 5.96 | 9.04 | -0.57 | 6.66 | 6.17 | -5.08 | 5.14 | 1.37 | 12.28 | 5.08 | 11.06 | 27.91 | -11.05 | 11.08 | 8.09 | 1.94 | 1.11 | 11.46 | 10.84 | 5.70 | 11.13 | 3.92 | 0.71 | 14.95 |
| Sharpe Ratio | NA | 0.72 | 0.39 | -0.32 | 0.21 | NA | NA | … | … | -0.42 | 0.98 | -0.15 | 0.58 | -2.27 | -0.52 | 0.75 | 2.60 | -1.09 | 2.59 | 1.39 | -1.47 | 1.88 | 0.33 | 4.72 | 1.28 | 2.62 | 4.30 | -1.51 | 1.52 | 1.28 | -0.09 | 0.02 | 1.62 | 1.62 | 0.39 | 1.22 | 0.08 | -0.41 | 2.41 |
| Standard Deviation(%) | NA | 3.60 | 5.10 | 5.17 | 4.69 | NA | NA | … | … | 4.04 | 4.19 | 5.22 | 6.74 | 5.68 | 2.49 | 7.54 | 2.92 | 1.80 | 2.33 | 4.29 | 3.49 | 2.73 | 4.09 | 2.61 | 3.94 | 4.19 | 6.46 | 7.91 | 5.25 | 3.66 | 3.78 | 7.04 | 6.64 | 5.97 | 8.44 | 5.67 | 6.57 | 6.67 | 7.01 |
| Draw Down(%) | NA | 2.80 | 5.44 | 16.96 | 19.44 | NA | NA | … | … | 2.80 | 3.02 | 3.82 | 6.08 | 14.96 | 2.44 | 10.83 | 2.08 | 1.75 | 1.36 | 3.48 | 5.89 | 2.78 | 6.21 | 1.85 | 4.53 | 3.75 | 4.49 | 20.76 | 2.76 | 2.50 | 2.45 | 8.26 | 9.08 | 4.58 | 5.60 | 5.95 | 5.49 | 6.92 | 3.38 |
| Yield(%) | 0.00 | 4.75 | 4.80 | 3.54 | 3.71 | 4.01 | 5.07 | … | … | 1.75 | 4.98 | 4.79 | 4.38 | 2.74 | 2.52 | 3.08 | 3.74 | 1.87 | 4.20 | 6.70 | 3.58 | 5.36 | 7.01 | 6.35 | 6.60 | 6.97 | 6.94 | 6.87 | 6.66 | 5.96 | 7.97 | 0.00 | 0.53 | 6.03 | 6.00 | 6.95 | 6.08 | 6.24 | 7.21 |
Data as of 06/04/2026, Common starting date is 04/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIIX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y) |
-5.15%
Oct 2020 – Oct 2023 |
-0.41%
Oct 2017 – Oct 2022 |
1.10%
Oct 2013 – Oct 2023 |
2.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIIX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y) |
17.66%
Oct 2008 – Oct 2011 |
12.95%
Oct 2008 – Oct 2013 |
8.07%
Oct 2000 – Oct 2010 |
7.52%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart