Nasdaq - Delayed Quote USD
Loomis Sayles Fixed Income (LSFIX)
11.74
-0.03
(-0.25%)
At close: 8:04:19 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It may invest up to 35% of its assets in below investment-grade fixed-income securities 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 | 15.65% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 25 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.53% |
| 5y Average Return | 4.60% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSFIX | Category Average | LSFIX | Category Average | LSFIX | Category Average | |
| Alpha | 1.97 | 0.01 | 5.46 | 0.02 | 1.9 | 0.02 |
| BETA | 0.96 | 0.01 | 1.01 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.25 | 0 | 0.44 | 0 | 0.29 | 0 |
| R-squared | 91.27 | 0.16 | 77.76 | 0.16 | 38.4 | 0.16 |
| Standard Deviation | 7.69 | 0.08 | 7.24 | 0.06 | 7.23 | 0.05 |
| Sharpe Ratio | -0.21 | 0.01 | 0.34 | 0.01 | 0.22 | 0.01 |
| Treynor Ratio | -2.02 | 0.06 | 2.27 | 0.06 | 1.49 | 0.07 |
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