Nasdaq - Delayed Quote USD
Loomis Sayles Global Bond Retail (LSGLX)
14.25
-0.04
(-0.28%)
At close: 8:01:27 PM EDT
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSGLX | Category Average | LSGLX | Category Average | LSGLX | Category Average | |
| Alpha | -1.97 | -0.01 | 0.61 | -0 | -0.79 | -0.01 |
| BETA | 1.25 | 0.01 | 1.28 | 0.01 | 1.22 | 0.01 |
| Mean Annual Return | -0.18 | 0 | -0.03 | 0 | 0.06 | 0 |
| R-squared | 93.49 | 0.29 | 88.3 | 0.29 | 74.63 | 0.22 |
| Standard Deviation | 9.95 | 0.06 | 8.61 | 0.06 | 7.06 | 0.06 |
| Sharpe Ratio | -0.68 | 0 | -0.37 | 0 | -0.18 | 0 |
| Treynor Ratio | -5.72 | 0.03 | -2.78 | 0.02 | -1.24 | -0.01 |
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