LSBRX - Loomis Sayles Bond Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return6.74%
5-Year Average Return3.79%
Number of Years Up18
Number of Years Down2
Best 1 Yr Total Return (Nov 29, 2017)36.83%
Worst 1 Yr Total Return (Nov 29, 2017)-22.12%
Best 3-Yr Total Return36.83%
Worst 3-Yr Total Return-2.19%

Trailing Returns (%) Vs. Benchmarks

ReturnLSBRXCategory
YTD6.74%5.70%
1-Month0.24%0.03%
3-Month-0.13%0.53%
1-Year7.71%6.65%
3-Year2.02%3.28%
5-Year3.79%3.33%
10-Year5.45%5.32%
Last Bull Market9.89%7.87%
Last Bear Market-5.46%-3.17%

Annual Total Return (%) History

Year
LSBRXCategory
2017
N/AN/A
2016
8.40%7.52%
2015
-7.06%-2.18%
2014
4.49%3.63%
2013
5.52%1.87%
2012
14.77%11.71%
2011
3.48%3.37%
2010
13.29%10.86%
2009
36.83%29.22%
2008
-22.12%-15.41%
2007
8.26%4.45%
2006
10.99%6.90%
2005
4.01%2.12%
2004
11.02%8.38%
2003
28.83%16.18%
2002
13.18%6.76%
2001
2.29%4.22%
2000
4.09%1.73%
1999
4.23%2.89%
1998
4.51%1.41%
1997
12.36%9.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.31%2.35%1.35%N/A
20162.68%3.46%3.41%-1.33%
2015-1.02%-1.17%-4.12%-0.91%
20142.90%3.89%-1.87%-0.39%
20132.21%-1.47%2.34%2.38%
20126.47%-0.03%4.70%2.98%
20113.42%2.82%-5.08%2.52%
20104.94%-1.02%6.91%2.02%
2009-0.05%17.07%12.22%4.20%
2008-1.85%0.37%-13.11%-9.02%
20071.93%1.80%3.17%1.13%
20062.52%0.48%4.92%2.69%
2005-1.01%2.32%2.04%0.65%
20042.24%-3.59%6.60%5.66%
20036.69%11.04%1.87%6.75%
20021.32%3.19%0.06%8.19%
20010.36%-0.59%0.00%2.53%
20004.17%-1.08%0.71%0.31%
19993.43%0.39%-2.17%2.60%
19983.82%0.31%-4.99%5.63%
1997-0.32%5.81%6.12%0.39%

Rank In Category (By Total Return)

YTD21
1-Month16
3-Month88
1-Year24
3-Year86
5-Year39

Load Adjusted Returns

1-Year7.71%
3-Year2.02%
5-Year3.79%
10-Year5.45%