Canada markets closed

Loomis Sayles Investment Grade Bond Y (LSIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.57+0.02 (+0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.06%
5-Year Average Return1.92%
Number of Years Up23
Number of Years Down4
Best 1 Yr Total Return (Apr 25, 2024)27.27%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return27.27%
Worst 3-Yr Total Return-1.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSIIXCategory
YTD0.21%-0.61%
1-Month1.12%0.77%
3-Month0.21%1.99%
1-Year4.27%3.06%
3-Year-0.91%5.69%
5-Year2.45%3.75%
10-Year2.42%3.84%
Last Bull Market4.50%4.61%
Last Bear Market-5.35%1.87%

Annual Total Return (%) History

Year
LSIIXCategory
2024
N/AN/A
2023
7.50%N/A
2022
-11.31%N/A
2021
0.24%N/A
2020
11.68%8.06%
2019
9.04%8.94%
2018
-0.32%-0.61%
2017
6.66%4.27%
2016
6.16%3.86%
2015
-5.08%-0.45%
2014
5.14%5.42%
2013
1.36%-0.90%
2012
12.25%7.76%
2011
5.08%6.27%
2010
11.52%8.51%
2009
27.27%15.12%
2008
-11.42%-3.86%
2007
9.93%5.62%
2006
8.07%4.48%
2005
2.34%2.09%
2004
9.91%4.59%
2003
19.61%6.32%
2002
10.84%8.44%
2001
5.92%7.84%
2000
11.13%10.08%
1999
3.92%-1.06%
1998
3.31%7.25%
1997
14.51%9.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.21%N/AN/AN/A
20233.31%-0.69%-2.39%7.34%
2022-4.99%-5.35%-3.28%1.98%
2021-1.57%1.80%0.36%-0.33%
2020-2.77%8.60%2.02%3.67%
20193.35%2.86%2.10%0.46%
20180.07%-0.74%0.96%-0.59%
20172.52%2.14%1.69%0.16%
20163.56%2.43%2.25%-2.12%
2015-0.57%-1.69%-2.71%-0.19%
20143.43%3.34%-2.08%0.46%
20131.11%-3.16%1.92%1.57%
20124.65%0.75%4.58%1.81%
20112.28%2.51%-1.35%1.59%
20104.06%1.01%5.72%0.36%
20090.36%12.65%10.12%2.23%
20080.38%-0.48%-7.19%-4.46%
20071.73%1.34%3.85%2.69%
20060.58%0.89%4.29%2.11%
2005-1.14%1.78%1.46%0.25%
20042.58%-3.90%6.25%4.94%
20034.47%9.23%0.57%4.22%
2002-0.62%3.92%1.87%5.35%
20011.18%-0.08%2.81%1.91%
20004.64%-0.74%2.42%4.46%
19992.70%1.16%-0.70%0.74%
19982.55%0.83%-3.25%3.27%
1997-0.70%6.73%6.44%1.50%

Rank In Category (By Total Return)

YTD20
1-Month14
3-Month20
1-Year14
3-Year8
5-Year4

Load Adjusted Returns

1-Year4.27%
3-Year-0.91%
5-Year2.45%
10-Year2.42%