Nasdaq - Delayed Quote USD

Loomis Sayles Strategic Income A (NEFZX)

11.48 +0.03 (+0.30%)
At close: 5:29 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.13%
5y Average Return 0.45%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 39.30%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 39.30%
Worst 3Y Total Return -2.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NEFZX
Category
YTD
1.02%
1.94%
1-Month
1.47%
0.65%
3-Month
1.02%
2.15%
1-Year
6.20%
9.23%
3-Year
-0.32%
5.23%
5-Year
1.13%
4.63%
10-Year
1.67%
4.32%
Last Bull Market
11.04%
8.16%
Last Bear Market
-8.95%
-3.23%

Annual Total Return (%) History

Year
NEFZX
Category
2024
--
--
2023
8.02%
--
2022
-12.80%
--
2021
3.85%
--
2020
1.15%
4.84%
2019
10.84%
9.80%
2018
-3.00%
-1.52%
2017
7.22%
6.07%

2016
8.27%
7.52%
2015
-7.64%
-2.18%
2014
5.65%
3.63%
2013
10.87%
1.87%
2012
13.56%
11.71%
2011
3.35%
3.37%
2010
13.53%
10.86%
2009
39.30%
29.22%
2008
-23.15%
-15.41%
2007
7.26%
4.45%
2006
11.86%
6.90%
2005
3.77%
2.12%
2004
12.93%
8.38%
2003
34.84%
16.18%
2002
15.47%
6.76%
2001
-0.14%
4.22%
2000
0.68%
1.73%
1999
12.16%
2.89%
1998
-1.80%
1.41%
1997
9.34%
9.24%
1996
14.50%
10.86%
1995
--
17.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.02% -- -- --
2023 2.75% -0.48% -1.84% 7.62%
2022 -5.13% -8.95% -2.15% 3.18%
2021 -0.22% 3.62% 0.11% 0.34%
2020 -12.33% 6.34% 2.97% 5.37%
2019 4.75% 2.06% 0.93% 2.73%
2018 0.55% -1.14% 2.19% -4.52%
2017 3.22% 2.51% 1.58% -0.24%
2016 1.59% 4.03% 2.89% -0.44%
2015 -0.64% -1.27% -5.84% -0.02%

2014 3.13% 4.02% -2.30% 0.80%
2013 3.25% -0.26% 3.20% 4.32%
2012 6.75% -0.78% 4.12% 2.97%
2011 3.63% 3.04% -6.38% 3.39%
2010 4.99% -1.29% 7.15% 2.23%
2009 -0.03% 18.02% 12.84% 4.64%
2008 -2.03% -0.00% -13.38% -9.44%
2007 1.63% 1.90% 2.85% 0.71%
2006 3.06% 0.17% 4.99% 3.19%
2005 -1.08% 2.11% 2.13% 0.59%
2004 3.04% -3.96% 6.80% 6.84%
2003 6.61% 12.43% 3.20% 9.01%
2002 3.52% 2.92% -0.99% 9.46%
2001 -0.87% 0.30% -2.79% 3.33%
2000 4.02% -2.41% 0.37% -1.18%
1999 5.58% 3.41% -2.58% 5.46%
1998 5.70% -3.17% -10.57% 7.28%
1997 0.77% 5.13% 5.39% -2.06%
1996 0.32% 2.79% 5.19% 5.55%
1995 3.93% 6.03% -- --

Rank in Category (By Total Return)

YTD 61
1-Month 11
3-Month 61
1-Year 65
3-Year 76
5-Year 86

Load Adjusted Returns

1-Year 1.69%
3-Year -1.75%
5-Year 0.25%
10-Year 1.23%

Performance & Risk

YTD Return -2.13%
5y Average Return 0.45%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Natixis Funds
Net Assets 2.82B
YTD Return 1.02%
Yield 5.65%
Morningstar Rating
Inception Date Dec 01, 1999

Fund Summary

The fund will invest substantially all of its assets in income producing securities (including below investment grade securities, or "junk bonds") with a focus on U.S. corporate bonds, convertible securities, foreign debt instruments, including those in emerging markets and related foreign currency transactions, and U.S. government securities. The fund is not limited in the percentage of its assets that it may invest in these instruments.

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