Nasdaq - Delayed Quote • USD
Loomis Sayles Bond Instl (LSBDX)
At close: 6:26 PM EDT
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It will normally invest at least 55% of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds") and up to 20% of its assets in equity securities, such as common stocks and preferred stocks.
Risk Overview
Morningstar Risk Rating | |
Best 1Y Total Return | 37.19% |
Worst 1Y Total Return | -- |
Number of Years Up | 27 |
Number of Years Down | 5 |
Performance & Risk
YTD Return | -1.49% |
5y Average Return | 0.65% |
Rank in Category (ytd) | 66 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.98 |
Morningstar Risk Rating |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
LSBDX | Category Average | LSBDX | Category Average | LSBDX | Category Average | |
Alpha | 2.34 | 0.01 | 0.99 | 0.02 | 0.49 | 0.02 |
BETA | 0.98 | 0.01 | 0.93 | 0.01 | 0.83 | 0.01 |
Mean Annual Return | 0.02 | 0 | 0.14 | 0 | 0.18 | 0 |
R-squared | 82.96 | 0.16 | 45.88 | 0.16 | 33.26 | 0.16 |
Standard Deviation | 7.82 | 0.08 | 8.42 | 0.06 | 6.91 | 0.05 |
Sharpe Ratio | -0.35 | 0.01 | -0.06 | 0.01 | 0.09 | 0.01 |
Treynor Ratio | -3.12 | 0.06 | -0.93 | 0.06 | 0.49 | 0.07 |
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