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Loomis Sayles Investment Grade F/I (LSIGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.04+0.03 (+0.29%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.00%
5-Year Average Return0.95%
Number of Years Up25
Number of Years Down4
Best 1 Yr Total Return (Apr 25, 2024)26.38%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return26.38%
Worst 3-Yr Total Return-1.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSIGXCategory
YTD0.34%-0.61%
1-Month1.09%0.77%
3-Month0.34%1.99%
1-Year4.62%3.06%
3-Year-0.49%5.69%
5-Year1.55%3.75%
10-Year2.15%3.84%
Last Bull Market5.76%4.61%
Last Bear Market-5.57%1.87%

Annual Total Return (%) History

Year
LSIGXCategory
2024
N/AN/A
2023
8.00%N/A
2022
-11.98%N/A
2021
0.80%N/A
2020
7.19%8.06%
2019
9.36%8.94%
2018
-2.08%-0.61%
2017
8.42%4.27%
2016
6.41%3.86%
2015
-4.27%-0.45%
2014
4.28%5.42%
2013
1.46%-0.90%
2012
12.89%7.76%
2011
5.24%6.27%
2010
12.90%8.51%
2009
26.38%15.12%
2008
-11.32%-3.86%
2007
10.39%5.62%
2006
8.94%4.48%
2005
1.80%2.09%
2004
10.26%4.59%
2003
24.80%6.32%
2002
12.55%8.44%
2001
9.22%7.84%
2000
9.04%10.08%
1999
2.48%-1.06%
1998
3.33%7.25%
1997
10.60%9.73%
1996
11.00%4.19%
1995
30.25%19.51%
1994
N/A-4.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.34%N/AN/AN/A
20233.58%-0.71%-2.40%7.59%
2022-5.24%-5.57%-3.54%1.98%
2021-2.43%2.59%0.21%0.49%
2020-7.01%6.36%3.84%4.38%
20194.37%2.64%0.29%1.79%
2018-0.91%-1.05%2.70%-2.77%
20173.24%2.75%1.63%0.57%
20163.99%2.40%1.89%-1.93%
2015-0.41%-1.36%-2.35%-0.21%
20142.79%2.97%-1.81%0.35%
20131.12%-2.79%1.81%1.39%
20124.50%0.83%4.97%2.07%
20112.77%2.69%-2.21%1.98%
20104.16%1.30%6.36%0.60%
20090.23%11.36%10.89%2.11%
20080.40%-0.86%-7.61%-3.57%
20071.76%2.59%3.46%2.21%
20060.80%1.03%4.85%2.03%
2005-0.91%1.06%1.61%0.03%
20042.98%-3.60%6.20%4.58%
20034.97%11.98%0.71%5.42%
20020.99%5.40%1.14%4.55%
20012.31%1.59%2.49%2.53%
20004.39%-0.36%2.43%2.34%
19992.91%-0.49%-1.03%1.12%
19982.76%0.99%-3.67%3.37%
1997-1.20%5.10%4.87%1.56%
1996-0.62%1.34%4.03%5.94%
19957.92%9.94%3.79%5.77%
1994-1.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD15
1-Month19
3-Month15
1-Year10
3-Year5
5-Year13

Load Adjusted Returns

1-Year4.62%
3-Year-0.49%
5-Year1.55%
10-Year2.15%