Nasdaq - Delayed Quote USD
Loomis Sayles Bond Retail (LSBRX)
11.77
+0.04
+(0.34%)
As of 8:09:22 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 | 14.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.46% |
| 5y Average Return | 3.68% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSBRX | Category Average | LSBRX | Category Average | LSBRX | Category Average | |
| Alpha | 1.96 | 0.01 | 4.35 | 0.02 | 0.78 | 0.02 |
| BETA | 0.98 | 0.01 | 1.01 | 0.01 | 0.87 | 0.01 |
| Mean Annual Return | 0.35 | 0 | 0.32 | 0 | 0.21 | 0 |
| R-squared | 85.84 | 0.16 | 77.55 | 0.16 | 39.28 | 0.16 |
| Standard Deviation | 7.75 | 0.08 | 7.19 | 0.06 | 6.98 | 0.05 |
| Sharpe Ratio | -0.05 | 0.01 | 0.14 | 0.01 | 0.07 | 0.01 |
| Treynor Ratio | -0.73 | 0.06 | 0.79 | 0.06 | 0.28 | 0.07 |
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