Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGBBX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS B) | NA | -7.36% | -1.28% | 2.31% | 4.54% | NA | NA | … | … |
Data as of 01/11/2016, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGBBX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS B) | 09/16/2003 | 01/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | -7.36 | -1.28 | 2.31 | 4.54 | NA | NA | … | … | -1.11 | -8.55 | -0.25 | -5.73 | 5.63 | -1.49 | 3.78 | 20.14 | -17.55 | 3.89 | 1.89 | -6.10 | 0.94 | 4.74 |
| Sharpe Ratio | NA | -2.50 | -1.30 | -0.59 | -0.23 | NA | NA | … | … | -20.11 | -2.19 | -0.08 | -1.12 | 1.64 | -0.34 | 0.73 | 3.02 | -2.29 | 0.17 | -0.35 | -1.49 | 0.00 | 2.52 |
| Standard Deviation(%) | NA | 3.93 | 4.23 | 4.15 | 5.16 | NA | NA | … | … | 1.87 | 3.91 | 3.29 | 5.15 | 3.42 | 4.47 | 5.09 | 6.65 | 8.03 | 5.02 | 3.99 | 5.56 | 6.98 | 6.53 |
| Draw Down(%) | NA | 9.95 | 16.63 | 16.63 | 23.62 | NA | NA | … | … | 1.11 | 9.11 | 5.72 | 7.96 | 2.50 | 6.19 | 6.14 | 5.36 | 22.98 | 3.21 | 3.55 | 6.10 | 8.27 | 2.08 |
| Yield(%) | 0.00 | 2.43 | 4.11 | 4.75 | 5.11 | 3.88 | 2.91 | … | … | 0.00 | 2.43 | 4.34 | 6.01 | 5.31 | 5.60 | 5.98 | 5.21 | 5.42 | 4.18 | 4.83 | 6.66 | 0.00 | 0.00 |
Data as of 01/11/2016, Common starting date is 09/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGBBX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS B) |
-1.65%
Oct 2005 – Oct 2008 |
-0.45%
Oct 2003 – Oct 2008 |
4.75%
Dec 2005 – Dec 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGBBX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS B) |
16.26%
Oct 2008 – Oct 2011 |
11.70%
Oct 2008 – Oct 2013 |
6.19%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart