Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGBCX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS C) | -0.36% | 3.95% | 3.83% | -0.26% | 1.41% | 1.82% | 3.42% | … | … |
Data as of 06/08/2026, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGBCX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS C) | 09/16/2003 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 3.95 | 3.83 | -0.26 | 1.41 | 1.82 | 3.42 | … | … | -0.36 | 6.01 | 1.72 | 6.43 | -12.37 | -2.22 | 4.87 | 7.94 | -1.54 | 5.65 | 5.15 | -6.09 | 4.15 | 0.27 | 11.16 | 4.07 | 10.04 | 26.51 | -11.98 | 9.90 | 6.91 | 0.52 | 1.03 | 4.66 |
| Sharpe Ratio | NA | 0.31 | 0.12 | -0.53 | -0.03 | NA | NA | … | … | -0.78 | 0.77 | -0.37 | 0.42 | -2.39 | -0.88 | 0.61 | 2.22 | -1.66 | 2.14 | 1.14 | -1.73 | 1.54 | 0.06 | 4.28 | 1.01 | 2.42 | 4.06 | -1.63 | 1.29 | 0.96 | -0.46 | 0.01 | 2.47 |
| Standard Deviation(%) | NA | 3.50 | 5.04 | 5.17 | 4.69 | NA | NA | … | … | 3.97 | 4.10 | 5.18 | 6.73 | 5.79 | 2.55 | 7.54 | 2.91 | 1.77 | 2.34 | 4.31 | 3.54 | 2.69 | 4.07 | 2.61 | 3.98 | 4.12 | 6.51 | 7.93 | 5.24 | 3.64 | 3.77 | 6.95 | 6.52 |
| Draw Down(%) | NA | 2.85 | 5.66 | 18.02 | 21.05 | NA | NA | … | … | 2.85 | 3.15 | 4.04 | 6.55 | 15.80 | 2.82 | 10.88 | 2.02 | 2.57 | 1.37 | 3.69 | 6.66 | 3.13 | 6.34 | 1.95 | 4.72 | 3.93 | 4.69 | 21.08 | 2.85 | 2.60 | 2.71 | 8.28 | 2.08 |
| Yield(%) | 0.00 | 4.25 | 3.99 | 2.77 | 2.83 | 3.18 | 4.13 | … | … | 1.81 | 4.03 | 3.86 | 3.42 | 1.86 | 1.54 | 2.07 | 2.71 | 1.11 | 3.19 | 5.70 | 2.63 | 4.39 | 6.06 | 5.34 | 5.62 | 6.06 | 5.78 | 5.91 | 5.72 | 4.93 | 6.69 | 0.00 | 0.00 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| LGBCX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS C) |
-6.12%
Oct 2020 – Oct 2023 |
-1.42%
Oct 2017 – Oct 2022 |
0.09%
Oct 2013 – Oct 2023 |
1.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGBCX (LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS C) |
16.52%
Oct 2008 – Oct 2011 |
11.83%
Oct 2008 – Oct 2013 |
6.47%
Jun 2004 – Jun 2014 |
5.10%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart