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Loomis Sayles Core Plus Bond A (NEFRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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11.28

+0.03

(+0.27%)

At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return-1.55%

5-Year Average Return0.61%

Number of Years Up40

Number of Years Down10

Best 1 Yr Total Return (May 6, 2024)16.62%

Worst 1 Yr Total Return (May 6, 2024)N/A

Best 3-Yr Total Return16.62%

Worst 3-Yr Total Return-3.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnNEFRXCategory

YTD-3.30%-0.61%

1-Month-2.83%0.77%

3-Month-3.17%1.99%

1-Year-1.95%3.06%

3-Year-3.53%5.69%

5-Year0.29%3.75%

10-Year1.32%3.84%

Last Bull Market9.19%4.61%

Last Bear Market-6.00%1.87%

Annual Total Return (%) History

Year

NEFRXCategory

2024

N/AN/A

2023

5.91%N/A

2022

-12.94%N/A

2021

-1.68%N/A

2020

10.28%8.06%

2019

8.76%8.94%

2018

-0.87%-0.61%

2017

4.92%4.27%

2016

7.19%3.86%

2015

-4.20%-0.45%

2014

6.18%5.42%

2013

-0.82%-0.90%

2012

11.31%7.76%

2011

7.68%6.27%

2010

10.35%8.51%

2009

16.62%15.12%

2008

0.61%-3.86%

2007

6.06%5.62%

2006

5.34%4.48%

2005

1.10%2.09%

2004

5.10%4.59%

2003

8.50%6.32%

2002

2.84%8.44%

2001

6.63%7.84%

2000

6.83%10.08%

1999

-0.90%-1.06%

1998

8.02%7.25%

1997

10.44%9.73%

1996

5.17%4.19%

1995

20.77%19.51%

1994

-4.24%-4.27%

1993

12.07%11.26%

1992

7.44%7.60%

1991

18.13%17.56%

1990

7.48%6.74%

1989

11.89%12.07%

1988

7.37%8.05%

1987

1.41%1.70%

1986

15.61%14.23%

1985

18.40%21.00%

1984

11.93%14.15%

1983

4.68%7.99%

1982

31.82%33.30%

1981

7.74%5.36%

1980

-1.42%0.84%

1979

-1.26%-0.07%

1978

0.85%1.21%

1977

3.92%4.28%

1976

14.42%21.45%

1975

11.71%16.92%

1974

-6.00%-10.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

2024-0.48%N/AN/AN/A

20233.72%-0.76%-4.09%7.28%

2022-5.42%-6.00%-4.32%2.35%

2021-3.10%1.83%-0.00%-0.35%

20201.41%5.15%1.50%1.89%

20193.43%2.84%1.91%0.33%

2018-0.79%-0.52%0.45%-0.01%

20171.85%1.10%1.29%0.59%

20163.96%3.38%2.13%-2.34%

20150.70%-1.60%-2.56%-0.78%

20143.54%3.02%-0.78%0.33%

20130.43%-3.59%0.91%1.51%

20122.47%3.03%3.65%1.73%

20111.71%2.04%1.21%2.52%

20102.88%2.62%5.14%-0.59%

2009-0.56%7.84%7.26%1.40%

20081.46%-0.78%-4.26%4.39%

20071.73%-0.98%3.14%2.09%

2006-0.06%-0.14%3.73%1.75%

2005-1.16%2.03%-0.23%0.48%

20042.39%-2.83%3.75%1.81%

20032.30%3.68%0.30%1.98%

2002-1.70%-0.67%1.43%3.84%

20013.02%0.09%3.23%0.16%

20001.58%0.45%2.00%2.65%

1999-0.04%-2.02%0.88%0.31%

19982.39%1.86%2.56%0.98%

1997-0.27%4.26%4.29%1.84%

1996-2.19%0.52%2.59%4.27%

19955.13%7.41%2.50%4.34%

1994-3.32%-2.16%1.33%-0.09%

19935.14%3.10%2.97%0.41%

1992-1.56%3.94%5.75%-0.70%

19913.04%1.57%6.28%6.21%

1990-0.76%3.02%0.88%4.21%

19891.15%6.43%0.93%2.97%

19883.78%1.19%1.93%0.31%

19872.04%-2.62%-2.18%4.33%

19867.17%1.14%3.07%3.48%

19851.82%8.15%1.15%6.30%

19840.36%-1.11%5.95%6.46%

19832.33%0.60%0.71%0.97%

19824.14%2.40%13.20%9.20%

19813.92%-0.73%-4.40%9.25%

1980-9.19%16.01%-6.93%0.54%

19791.50%3.59%-0.86%-5.27%

19780.09%-0.52%3.31%-1.96%

1977-0.47%3.25%1.78%-0.64%

19763.53%1.16%4.10%4.95%

19753.49%3.16%-0.61%5.28%

1974-1.55%-5.19%-3.84%4.72%

Rank In Category (By Total Return)

YTD85

1-Month89

3-Month83

1-Year87

3-Year57

5-Year44

Load Adjusted Returns

1-Year-6.12%

3-Year-4.92%

5-Year-0.57%

10-Year0.88%