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Loomis Sayles Bond N (LSBNX)

11.85
+0.01
+(0.08%)
As of 8:06:29 AM EDT. Market Open.

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 11.75%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 2.63%
5y Average Return 4.02%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LSBNXCategory AverageLSBNXCategory AverageLSBNXCategory Average
Alpha 2.24 0.01 4.64 0.02 1.1 0.02
BETA 0.97 0.01 1 0.01 0.87 0.01
Mean Annual Return 0.38 0 0.35 0 0.23 0
R-squared 85.81 0.16 77.59 0.16 39.06 0.16
Standard Deviation 7.72 0.08 7.15 0.06 6.97 0.05
Sharpe Ratio -0.02 0.01 0.19 0.01 0.12 0.01
Treynor Ratio -0.43 0.06 1.11 0.06 0.66 0.07

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