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Nasdaq - Delayed Quote USD

Loomis Sayles Global Bond Retail (LSGLX)

14.25
-0.04
(-0.28%)
At close: 8:01:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.66%
5y Average Return -0.81%
Number of Years Up 19
Number of Years Down 9
Best 1Y Total Return (Apr 8, 2025) 13.20%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 13.20%
Worst 3Y Total Return -6.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSGLX
Category
YTD
2.80%
-2.30%
1-Month
0.63%
-0.73%
3-Month
2.80%
1.24%
1-Year
2.43%
4.82%
3-Year
-2.56%
3.59%
5-Year
-0.77%
2.35%
10-Year
0.46%
1.33%
Last Bull Market
5.38%
3.79%
Last Bear Market
-9.63%
-1.46%

Annual Total Return (%) History

Year
LSGLX
Category
2025
--
--
2024
-2.66%
--
2023
5.15%
--
2022
-17.38%
--
2021
-5.16%
--
2020
13.20%
8.35%
2019
6.52%
6.73%
2018
-2.69%
-1.48%

2017
8.65%
6.87%
2016
3.31%
3.63%
2015
-5.30%
-4.00%
2014
0.10%
1.72%
2013
-2.99%
-2.62%
2012
7.81%
8.09%
2011
3.50%
3.39%
2010
7.66%
6.35%
2009
22.32%
13.12%
2008
-8.83%
-1.57%
2007
8.05%
7.28%
2006
7.98%
5.42%
2005
-4.60%
-3.33%
2004
9.48%
8.98%
2003
20.99%
13.79%
2002
20.22%
14.10%
2001
4.74%
1.95%
2000
-0.58%
3.21%
1999
3.58%
-2.86%
1998
10.33%
9.54%
1997
1.92%
3.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.80% -- -- --
2024 -2.31% -1.36% 6.97% -5.56%
2023 2.65% -1.65% -4.08% 8.58%
2022 -6.01% -9.63% -7.30% 4.94%
2021 -4.48% 1.51% -1.31% -0.88%
2020 -2.99% 7.21% 3.45% 5.21%
2019 2.46% 3.14% 0.12% 0.67%
2018 1.47% -3.56% -0.81% 0.25%
2017 2.50% 2.78% 2.27% 0.84%
2016 5.26% 3.24% 1.95% -6.74%

2015 -1.75% -1.71% -0.80% -1.15%
2014 2.38% 2.44% -3.19% -1.41%
2013 -1.33% -3.56% 2.13% -0.18%
2012 3.00% 0.26% 3.93% 0.44%
2011 2.02% 3.29% -3.46% 1.74%
2010 0.96% -1.28% 8.86% -0.78%
2009 -2.60% 13.12% 10.46% 0.50%
2008 4.24% -1.97% -8.61% -2.38%
2007 1.37% -0.71% 4.91% 2.32%
2006 0.83% 2.25% 2.07% 2.61%
2005 -2.38% -0.58% -0.58% -1.14%
2004 2.06% -3.32% 4.11% 6.58%
2003 4.87% 7.67% 1.58% 5.49%
2002 0.53% 9.18% 2.02% 7.36%
2001 -1.02% -0.85% 4.73% 1.90%
2000 -0.96% -0.79% -3.19% 4.52%
1999 3.80% 0.16% -0.08% -0.29%
1998 2.87% -1.07% -1.08% 9.59%
1997 -0.49% 4.07% 1.95% -3.47%

Rank in Category (By Total Return)

YTD 45
1-Month 40
3-Month 45
1-Year 67
3-Year 83
5-Year 72

Load Adjusted Returns

1-Year 2.43%
3-Year -2.56%
5-Year -0.77%
10-Year 0.46%

Performance & Risk

YTD Return 2.66%
5y Average Return -0.81%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family Loomis Sayles Funds
Net Assets 331.94M
YTD Return 2.80%
Yield 0.00%
Morningstar Rating
Inception Date May 10, 1991

Fund Summary

The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis Sayles believes have similar economic characteristics, such as notes, debentures and loans). It invests primarily in investment-grade fixed-income securities worldwide, although the fund may invest up to 20% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds").

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