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Nasdaq - Delayed Quote USD

Loomis Sayles Investment Grade F/I (LSIGX)

10.23
-0.05
(-0.49%)
At close: 8:03:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.52%
5y Average Return 3.12%
Number of Years Up 26
Number of Years Down 4
Best 1Y Total Return (Apr 7, 2025) 12.90%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 12.90%
Worst 3Y Total Return -1.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSIGX
Category
YTD
2.51%
-0.61%
1-Month
-0.28%
0.77%
3-Month
2.51%
1.99%
1-Year
5.37%
3.06%
3-Year
1.98%
5.69%
5-Year
3.15%
3.75%
10-Year
2.58%
3.84%
Last Bull Market
7.10%
4.61%
Last Bear Market
-5.57%
1.87%

Annual Total Return (%) History

Year
LSIGX
Category
2025
--
--
2024
3.14%
--
2023
8.00%
--
2022
-11.98%
--
2021
0.80%
--
2020
7.19%
8.06%
2019
9.36%
8.94%
2018
-2.08%
-0.61%

2017
8.42%
4.27%
2016
6.41%
3.86%
2015
-4.27%
-0.45%
2014
4.28%
5.42%
2013
1.46%
-0.90%
2012
12.89%
7.76%
2011
5.24%
6.27%
2010
12.90%
8.51%
2009
26.38%
15.12%
2008
-11.32%
-3.86%
2007
10.39%
5.62%
2006
8.94%
4.48%
2005
1.80%
2.09%
2004
10.26%
4.59%
2003
24.80%
6.32%
2002
12.55%
8.44%
2001
9.22%
7.84%
2000
9.04%
10.08%
1999
2.48%
-1.06%
1998
3.33%
7.25%
1997
10.60%
9.73%
1996
11.00%
4.19%
1995
30.25%
19.51%
1994
--
-4.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.51% -- -- --
2024 0.34% 0.31% 5.57% -2.94%
2023 3.58% -0.71% -2.40% 7.59%
2022 -5.24% -5.57% -3.54% 1.98%
2021 -2.43% 2.59% 0.21% 0.49%
2020 -7.01% 6.36% 3.84% 4.38%
2019 4.37% 2.64% 0.29% 1.79%
2018 -0.91% -1.05% 2.70% -2.77%
2017 3.24% 2.75% 1.63% 0.57%
2016 3.99% 2.40% 1.89% -1.93%

2015 -0.41% -1.36% -2.35% -0.21%
2014 2.79% 2.97% -1.81% 0.35%
2013 1.12% -2.79% 1.81% 1.39%
2012 4.50% 0.83% 4.97% 2.07%
2011 2.77% 2.69% -2.21% 1.98%
2010 4.16% 1.30% 6.36% 0.60%
2009 0.23% 11.36% 10.89% 2.11%
2008 0.40% -0.86% -7.61% -3.57%
2007 1.76% 2.59% 3.46% 2.21%
2006 0.80% 1.03% 4.85% 2.03%
2005 -0.91% 1.06% 1.61% 0.03%
2004 2.98% -3.60% 6.20% 4.58%
2003 4.97% 11.98% 0.71% 5.42%
2002 0.99% 5.40% 1.14% 4.55%
2001 2.31% 1.59% 2.49% 2.53%
2000 4.39% -0.36% 2.43% 2.34%
1999 2.91% -0.49% -1.03% 1.12%
1998 2.76% 0.99% -3.67% 3.37%
1997 -1.20% 5.10% 4.87% 1.56%
1996 -0.62% 1.34% 4.03% 5.94%
1995 7.92% 9.94% 3.79% 5.77%
1994 -1.14% -- -- --

Rank in Category (By Total Return)

YTD 70
1-Month 83
3-Month 70
1-Year 43
3-Year 11
5-Year 4

Load Adjusted Returns

1-Year 5.37%
3-Year 1.98%
5-Year 3.15%
10-Year 2.58%

Performance & Risk

YTD Return 1.52%
5y Average Return 3.12%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Loomis Sayles Funds
Net Assets 228.76M
YTD Return 2.51%
Yield 4.65%
Morningstar Rating
Inception Date Jul 01, 1994

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in investment-grade fixed-income securities. It may invest up to 10% of its assets in below investment-grade fixed-income securities ("junk bonds") and up to 10% of its assets in equity securities (including preferred stocks and common stocks).

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